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研报掘金丨国盛证券:东阳光新增一致行动人,想象空间打开,维持“买入”评级

Research Reports on Wealth Investment丨Guosheng Securities: Guangdong Hec Technology Holding adds a new acting in concert party, opening up potential, maintaining a "Buy" rating.

Gelonghui Finance ·  Dec 24 14:59  · Ratings

On December 24, Gelonghui reported that Guandong Hec Technology Holding (600673.SH) stated that its controlling shareholder's concerted party, Element Fund, plans to transfer its shares to a new concerted party, Fenghe Yinghui. The firm believes that this new concerted party has significant Global Strategy implications for the company's development. There is a Bullish outlook for the company's newly added strategic shareholder, particularly for the development prospects of the liquid cooling-related Business, creating new opportunities. Looking ahead to 2025, the company's refrigerant product prices have been continuously increasing, substantial savings are expected in electricity costs for the capacitor foil project, and there is sufficient growth momentum for the subsequent capacitor foil project. Multiple Bullish factors will drive the continuous progress of the company's Business. Maintain a 'Buy' rating.

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