Jin Rong Jie·2026-01-19 00:59Important Matters - TCL Zhonghuan plans to invest in a new energy acceleration company to promote its moderate integration strategy [1] - Yanjiang Co. intends to acquire 98.54% equity of Yongqiang Technology, with stock resuming trading [1] - Minexplosion Optoelectronics is planning to acquire 100% of Xiazhi Precision and Jiangxi Maida, focusing on core consumables in PCB manufacturing, leading to stock suspension [1] Investment Operations - Baiwei Storage urges investors to continuously monitor the sustainability of AI investments and the cyclical changes in the storage industry, noting that current storage prices are at historical highs [1] - Trina Solar has made long-term comprehensive layouts in three areas related to space photovoltaic, including crystalline silicon batteries (HJT, etc.), perovskite stacked batteries, and III-V arsenide multi-junction batteries [1] Performance - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [1] - Changxin Bochuang anticipates a net profit increase of 344%-413% year-on-year for 2025, driven by steady growth in data communication-related product revenue [1] - Shenghong Technology projects a net profit increase of 260%-295% year-on-year for 2025 [1] - Northern Rare Earth expects a net profit increase of 117%-135% year-on-year for 2025, with production and sales of rare metals and rare earth permanent magnet motors increasing year-on-year [1] - Cambridge Technology forecasts a net profit increase of 51%-67% year-on-year for 2025, with Q4 performance below expectations [1] - Lanke Technology anticipates a net profit increase of 52%-66% year-on-year for 2025, with a significant increase in the shipment volume of interconnect chips [1] - Ruiming Technology expects a net profit increase of 27.58%-37.92% year-on-year for 2025 [1]