GUANGDONG TAPAI GROUP CO.(SZ:002233) 证券时报·2025-03-23 06:47Core Viewpoint - Institutional research enthusiasm remains high, with 137 listed companies disclosing research summaries, indicating ongoing interest in market dynamics and potential investment opportunities [2][3]. Group 1: Institutional Research Highlights - During the week of March 17 to March 21, only over 30% of companies surveyed by institutions achieved positive returns, with Tianhai Defense leading with a 25.23% increase [2]. - Tapa Group emerged as a key focus, receiving 6 institutional visits and engaging 154 institutions, highlighting its significance in the cement industry [3]. - Tapa Group aims to produce and sell over 16.3 million tons of cement by 2025, aligning its production goals with capacity control requirements [3]. Group 2: Company-Specific Insights - Shengmei Shanghai, a semiconductor cleaning equipment company, hosted 146 institutional visits, focusing on its growth in the sulfuric acid cleaning equipment market [5][6]. - Shengmei Shanghai is optimistic about its high-temperature sulfuric acid products and aims for better overseas market performance in 2024 [6]. - Chujian New Materials is expanding into high-end copper conductor materials and has attracted institutional interest due to its developments in robotics [7][9]. - Chujian New Materials has achieved breakthroughs in ultra-fine copper conductor technology, which is now ready for mass production [9].