万和证券：万和财富早班车-20241114

Core Insights - The report highlights the increasing support for mergers and acquisitions among listed companies in Shanghai, with a focus on creating a high ground for medical artificial intelligence and promoting the silver economy's high-quality development [2] Industry Dynamics - The solid-state battery market is gaining momentum, with several companies in the supply chain announcing recent developments, including Dongfang Tieta (002545) and Jinlongyu (002882) [2] - Samsung plans to build a new packaging plant to expand HBM memory capacity, drawing attention to related companies such as Meilian New Materials (300586) and Sanchao New Materials (300554) [2] - Two departments are accelerating the pilot for intelligent connected vehicles, with favorable policies promoting the rapid development of smart driving, impacting companies like Tianmai Technology (300807) and Zhonghaida (300177) [2] Company Focus - Meilian New Materials (300586) has established a production line for EX electronic materials with an annual capacity of 50 tons, which has already achieved bulk exports, and the application of EX materials in HBM stacking packaging technology is currently under verification [2] - Sanwei Communication (002115) has actively participated in 5G coverage bidding, securing contracts worth approximately 410 million yuan in total, with over 130 million yuan specifically for 5G projects such as 5G repeaters and 5G base stations, maintaining its industry-leading position [3] - Putian Technology (002544) is increasing its investment in 5G, making significant progress in the development of communication network products, including 5G small base stations and 5G repeaters, establishing a competitive product advantage [3]