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【大佬持仓跟踪】业绩预增+数据中心+军工,公司半年报预计大幅扭亏为盈,产品广泛用于华为、腾讯、移动等数据中心
财联社·2025-07-15 03:40

Group 1 - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations [1] - The company is expected to achieve a substantial turnaround from loss to profit in its semi-annual report, driven by performance growth and data center applications [1] - The company's products are widely used by major clients such as Huawei, Tencent, and China Mobile, indicating strong market demand [1] Group 2 - The company has successfully operated hybrid products combining gas generation and energy storage, showcasing innovation in its offerings [1] - The military products of the company cover all branches of the armed forces, highlighting its comprehensive market presence in the defense sector [1] - The company holds a leading position in the domestic high-end high-power market, reflecting its competitive advantage [1]