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According to Every AI Express, Dongwu Securities released a research report on September 12th, giving Jianghai Stock (002484.SZ) a buy rating. The main reasons for the rating include: 1) Leading company in the domestic aluminum electrolytic capacitor industry, with increased performance expected due to the volume of data center products; 2) Aluminum electrolytic capacitors: traditional products remain stable, while new products such as MLPC and solid-liquid mix bring growth; 3) Thin film capacitors: the growth rate of new energy is slowing down due to the industry destocking cycle, but car-mounted thin films may bring additional volume; 4) Super capacitors: EDLC and LIC technologies are parallel, and the AI field is expected to usher in a second growth curve. (Daily Economic News)
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