BYE(SH:603861) Sou Hu Cai Jing·2026-02-02 12:55Group 1 - The core business of the company is to provide power equipment, solutions, and operation and maintenance services [1] - The company has a complete product chain including complete switchgear, transformers, and power capacitors [2] Group 2 - The stock has strong concepts including UHV (Ultra High Voltage), computing power centers, overseas orders, and share buybacks [3] - The company has won contracts worth 137 million yuan in the UHV sector, which is expected to contribute 2.76% to the 2024 revenue [3] - In the computing power sector, the company has developed intelligent busbars and integrated power modules, with ongoing projects for major clients [3] - The company has signed overseas projects in Malawi, Namibia, and Germany, accelerating its international expansion [3] - The share buyback price limit has been raised from 14.65 yuan to 19.63 yuan, with a total amount of 10 to 20 million yuan planned for employee stock ownership or equity incentives [4] Group 3 - The stock has seen a price increase of 21% over two trading days, supported by a bullish technical outlook and a net inflow of 51.286 million yuan from main funds [5] - The stock is expected to maintain upward momentum in the short term, warranting close attention [5]