研选 | 光大研究每周重点报告 20250222-20250228

Group 1 - The core viewpoint of the article emphasizes the investment value of Yunlu Co., Ltd. (688190.SH) as a dual beneficiary of energy-saving transformers and high-efficiency motors under the backdrop of "energy conservation and carbon reduction" [2][3] - The demand for amorphous strip materials is steadily growing, driven by high-efficiency transformers, with significant potential in the motor sector [3] - Yunlu Co., Ltd. is identified as a leading enterprise in amorphous strip materials, expanding production capacity while continuously engaging in related technological research and development, which is expected to sustain profit growth [3]