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铂科新材:目前公司产品应用占比较大的领域主要为数据中心、光伏发电、新能源汽车及充电桩
Zheng Quan Ri Bao· 2025-12-08 12:15
(文章来源:证券日报) 证券日报网讯 12月8日,铂科新材在互动平台回答投资者提问时表示,目前公司产品应用占比较大的领 域主要为数据中心、光伏发电、新能源汽车及充电桩。 ...
铂科新材(300811.SZ):产品应用占比较大的领域主要为数据中心、光伏发电、新能源汽车及充电桩
Ge Long Hui· 2025-12-08 08:44
格隆汇12月8日丨铂科新材(300811.SZ)在互动平台表示,目前公司产品应用占比较大的领域主要为数据 中心、光伏发电、新能源汽车及充电桩。 ...
聚焦新质生产力!外资巨头QFII与北向资金三季度持仓路线图曝光
Huan Qiu Wang· 2025-10-23 03:38
Group 1 - The A-share market in China has seen significant growth this year, attracting overseas capital due to strong economic resilience and macro policies [1][3] - QFII and northbound funds have shown a consensus by collectively increasing their positions in 11 A-shares, focusing on sectors related to new productive forces [1][3] - QFII's investment preferences are clearly directed towards technology growth stocks, particularly in lithium batteries, commercial aerospace, and semiconductor sectors [1][3] Group 2 - Among the 29 stocks newly entered or increased by QFII, 11 also saw increased holdings from northbound funds, indicating a strong alignment in investment strategies [3] - Notable stocks such as Platinum New Materials, Dazhu CNC, and China Western Power have seen over 400% increase in holdings from northbound funds, highlighting their appeal [3] - The influx of foreign capital is supported by optimistic reports from major international investment banks, predicting a potential 30% rise in major Chinese stock indices by the end of 2027 [3][4] Group 3 - Over 70% of the 37 QFII heavy stocks reported year-on-year profit growth in the third quarter, with 8 stocks doubling their earnings, showcasing the effectiveness of foreign capital's investment strategies [4] - The synchronized increase in holdings by QFII and northbound funds, particularly in the "new productive forces" sector, reflects international capital's confidence in China's economic transformation and long-term market value [4]