Huayuan Securities released a research report on April 25 stating that Seagull shares (603269.SH) were rated as increasing their holdings. The main reasons for the rating include: 1) the traditional downstream resilience remains the same, and growth in overseas markets can be expected; 2) the penetration rate of AI liquid cooling has reached an inflection point, and domestic cooling towers can be expected to be replaced; 3) entering the field of hydrogen production equipment is expected to resonate with the beta of the industry. (Mainichi Keizai Shimbun)
华源证券4月25日发布研报称，给予海鸥股份（603269.SH）增持评级。评级理由主要包括：1）传统下游韧性依旧，境外市场成长性可期；2）AI液冷渗透率拐点已至，冷却塔国产替代可期；3）切入制氢装备领域，有望与行业贝塔共振。（每日经济新闻）
Huayuan Securities released a research report on April 25 stating that Seagull shares (603269.SH) were rated as increasing their holdings. The main reasons for the rating include: 1) the traditional downstream resilience remains the same, and growth in ov
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