Zhejiang Taotao Vehicles (SZ:301345) 中国基金报·2025-07-06 00:28Core Viewpoint - The A-share market shows a recovery in capital sentiment, with significant gains in various sectors, particularly in steel and photovoltaic industries, driven by a new wave of "de-involution" and capacity reduction initiatives from the government [2]. Group 1: Market Performance - During the week of June 30 to July 4, the Shanghai Composite Index rose by 1.40% to close at 3472.32 points, while the Shenzhen Component Index increased by 1.25% and the ChiNext Index by 1.50% [2]. - The steel and photovoltaic sectors experienced a surge, with photovoltaic glass prices rising over 10% during the week [2]. Group 2: Institutional Research - A total of 158 listed companies disclosed institutional research minutes, with over 70% of the researched stocks achieving positive returns [2]. - Taotao Automotive was the most favored stock by institutions, achieving a remarkable gain of 29.82% during the week [3]. Group 3: Company Highlights - Taotao Automotive, a leader in the North American leisure vehicle market, reported an expected net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year growth of 70.34% to 97.81% [3]. - Shunwang Technology, a core supplier in the esports service sector, discussed its multi-layered computing power service system and AI computing power platform during institutional interactions [4]. - Xinjie Electric, focused on industrial automation, highlighted its advancements in core components for humanoid robots, including hollow cup motors and high-performance optical encoders [5]. - Xiamen Tungsten New Energy is developing new profit growth points, including high-stability lithium supplement materials and a new structure cathode material with improved energy density and performance [6].