WANYI SCIENCE(SH:688600) Guoxin Securities·2025-11-17 01:24Key Insights - The report highlights the strong growth potential of Wanyi Technology (688600.SH), a leading domestic helium mass spectrometer manufacturer, which is expanding into analytical and medical instruments to create a second growth curve [11][12][13] - The company has established a solid foundation in industrial detection and online monitoring, with a market share exceeding 40% in helium mass spectrometers, primarily serving sectors such as new energy and automotive components [11][12] - Wanyi Technology's laboratory analysis instruments and medical devices are emerging as new growth engines, with successful product selections in provincial procurement and ongoing development of dialysis machines [12][13] Industry and Company Analysis - The report emphasizes the investment strategy for the metal industry in 2026, focusing on the resonance between supply-demand dynamics and interest rate cuts, anticipating a recovery in profitability and valuation [4] - The electric equipment and new energy sector is highlighted for its lithium battery materials, which are expected to see comprehensive price increases, alongside a sustained demand for domestic energy storage systems [4] - The media industry is advised to focus on trends in prosperity and policy shifts, particularly in AI applications [4] - The food and beverage sector is analyzed through macroeconomic indicators, particularly in relation to the liquor industry [4] - The petrochemical industry is projected to recover in terms of profitability, while the organic silicon sector is expected to enter a price uptrend due to coordinated production cuts [4]