Group 1 - The low-orbit satellite launch demand is expected to peak between 2026-2027, with a focus on investment opportunities in this sector [1] - The company Holoway, a leading electromagnetic simulation and measurement system manufacturer, has a significant market share and has seen a stock price increase of approximately 40% [1] - Power shortages are a critical issue for data center construction, with the company Bointech Welding positioned in the gas turbine core heat exchange equipment market, leading to a stock price increase of over 100% [1] Group 2 - The optical leader in the security camera lens market holds the largest global market share, with a 37.78% growth in its automotive business in the first half of the year, and institutions predict a doubling of net profit in the next three years [2] - Two companies have entered the SOFC (Solid Oxide Fuel Cell) market, which is projected to be worth hundreds of billions, with their cost approaching that of gas power generation and a delivery time of 90 days compared to a three-year construction period [2]
【研选行业+公司】安防镜头市占率第一！第二曲线车载业务加速兑现，净利有望翻倍，价值重估在即
第一财经·2025-12-14 11:06