研选 | 光大研究每周重点报告20250809-20250815

Group 1 - The core viewpoint of the article emphasizes the investment value analysis of Changqing Technology (603125.SH), highlighting its potential for growth driven by technological innovation and capacity expansion [5] - The company is expected to achieve net profits attributable to shareholders of 125 million, 155 million, and 201 million yuan for the years 2025 to 2027, respectively, indicating a positive growth trajectory [5] - Changqing Technology is positioned to benefit from a solid product and process barrier, with clear capacity planning and an expanding market presence, which is anticipated to enhance its operational scale and profitability [5]