未知机构：个股转发华福证券联德股份大涨点评北美大客户加单明确近期收获连板-20260211

Summary of Company and Industry Insights Company: 联德股份 (LianDe Co., Ltd.) Key Points - Client Base and Orders: The company has secured additional orders from major North American clients, indicating a strong demand for its products [1] - Financial Position: The short-term selling pressure from individual shareholders has been alleviated, suggesting a more stable financial environment for the company [1] - Product Range: The company offers a comprehensive range of products that cover core castings for gas turbines, internal combustion engines, and diesel generators, positioning it well within the industry [1] - High-End Clients: The company collaborates with leading suppliers such as Yanmar and Caterpillar, which enhances its market credibility and potential for growth [1] - Industry Outlook: The industry is experiencing a favorable environment, with the company's expansion plans progressing steadily, indicating a clear growth trajectory [1] - Supply-Demand Dynamics: The company is well-positioned in a supply-demand imbalance, which bodes well for its future growth prospects [1] Additional Insights - Expansion Plans: Recent expansions by key clients like Caterpillar and Yanmar are expected to lead to sustained upgrades in cooperation, highlighting the potential for long-term partnerships [2] - Investment Potential: The company is viewed as a quality investment opportunity, suggesting that it is worth holding for the long term [2]