i45bingo| This concept is popular and has risen sharply against the market! Shipments of high-speed copper cables have grown rapidly, and foreign investment has significantly added 2 shares. These stocks have attracted institutional attention.

Stock speculation is based on the Jin Kirin analyst Research report, authoritative, professional, timely and comprehensive, to help you tap potential theme opportunities.I45bingo!

High-speed copper cable shipments are expected to grow high, concept stocks rebounded.

The Prev index rebounded after opening low in the morning, and the Shenzhen Composite Index and the gem index fell more than 1% at one time. Gas, electricity, high-speed rail and other public utilities sector strengthened against the market, power grid equipment plate pulled up, home appliance stocks rose sharply.

High-speed rail concept stocks shock pull up, Raierwei, thinking control, Zhonghe technology trading limit, Connie mechanical and electrical (rights protection), brilliant technology, new construction shares, CRRC and other gains are at the top. China Galaxy Securities said that under the triple logic of equipment renewal + passenger recovery + overhaul cycle, the rail transit industry will usher in a new round of prosperity. According to the pace of bidding in previous years, the National Railway Group will also purchase new cars and advanced repairs for the second EMU in the second half of the year, and the railway equipment is still expected to be poor.

The concept of military industry informatization fell at the beginning, Geer Software and Science and Technology fell by more than 6%, while Recco Defense and Situang Electronics followed suit.

Copper cable high-speed connection concept stock rebounded

Copper high-speed connection concept stock concussion rebounded, Shenyu shares, Shenglan shares once rose more than 10%; Wall nuclear materials, Huafeng technology rose more than 5%; Lixun precision, Taichenguang, Changfei optical fiber, Dingtong technology and so on rose.

According to the LightCounting, as a server connection and as an interconnection in decoupled switches and routers, high-speed copper cableI45bingoSales are growing. It is estimated that high-speed copper cables will grow at a compound annual growth rate of 25% from 2023 to 2027, and shipments of high-speed copper cables are expected to reach 20 million by 2027. Prior to this, at the Nvidia GTC conference in 2024, Nvidia launched the GB200 composed of the new Blackwell architecture GPU, and the GB200 chip was connected with copper cable to become a bright spot.

Research on multi-share acquisition institutions

According to the Securities Times data Bao combed, copper high-speed connection concept stocks, Lixun Precision, AVIC Optoelectronics, Wall nuclear materials, Bowei alloy and other 6 shares with a total market capitalization of more than 10 billion yuan.

According to the performance of the market during the year, the share price of Wall Nuclear Materials rose 72%.I45bingo.19%, the stock price rose the most. The 400G and 800G high-speed communication lines produced by Leting Zhaopin, a subsidiary of the company, are DAC copper cables, which have the advantages of low power consumption, high cost performance and high speed in short-distance signal transmission, and are widely used in data center, server, switch / industrial router and other data signal transmission.

The share prices of Shenyu and Huafeng Technology rose 33% respectively during the year.I45bingo.46% and 22.65%. Judging from the retracement of the latest closing price from last year's high, the share prices of Dingtong Technology, Bochuang Technology, Yihua shares, Delun Electronics and other six shares have all retreated by more than 40%.

In the past month, Lixun Precision, Huafeng Technology, AVIC Optoelectronics and Wall Nuclear Materials have all been investigated by institutions.

Lixun Precision has the largest number of institutional researchers, reaching 334. The company said that at present, in the field of electrical and optical connections, whether overseas or domestic, the range of customers who have reached the intention of cooperation or are cooperating is still gradually expanding. Among the potential opportunities in the AI industry, Nvidia publishes new GB200 chips and corresponding architectures. GB200 NVL72 single cabinet companies can provide about 2.09 million yuan in solutions, including electrical connections, optical connections, power management, heat dissipation and other products. It is expected that the total market size will reach 100 billion yuan.

Huafeng science and technology institutions followed by researchers, up to 166. The company has been specializing in the field of connectors for more than 60 years, and in the field of high-speed backplane connectors known as "the pearl of the connector industry crown", it has broken through the technical blockade of foreign leading enterprises for 10Gbps and above speed high-speed backplane connectors, mastered the product core design technology and key process technology, and realized domestic substitution.

From a financial point of view, since May, eight concept stocks have been bought northward with net purchases of Lixun Precision and Wall Nuclear Materials as high as 706 million yuan and 148 million yuan respectively.

Editor: Zhou Sha

Proofreading: Gao Yuan

Data treasure

Databao (shujubao2015): Securities Times intelligent original new media.