WUS(SZ:002463) Jin Rong Jie·2026-02-26 11:48Core Viewpoint - On February 26, 2026, Huadian Co., Ltd. experienced a strong surge, with a daily increase of 10.00%, closing at 85.36 yuan, following a significant announcement regarding capacity expansion in high-end PCBs [1] Group 1: Stock Performance - The stock opened at 78.99 yuan and reached the daily limit at 10:35 AM, with a trading volume exceeding 11.5 billion yuan and a turnover rate of 7.21% [1] - The total market capitalization of the company reached 164.26 billion yuan [1] Group 2: Company Announcements - On February 12, the company announced plans to invest 3.3 billion yuan to expand its production capacity [1] - Discussions among investors on forums have surged, focusing on the performance of the AI computing power PCB business and the impact of the expansion plan on future capacity [1] Group 3: Investor Sentiment - Bullish investors believe the company's solid fundamentals and the explosion in AI computing demand will drive order growth, with the expansion further solidifying its leading position and potential for valuation increase [1] - Bearish investors express concerns about the potential for a pullback after a continuous rise, citing high current valuations and uncertainty regarding sustained high growth in future performance [1] Group 4: Recommendations - Investors are advised to closely monitor official operational data and updates on the expansion project, while being cautious of market rumors and making investment decisions based on their risk tolerance [1]