宏和科技(603256)
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中国材料-四季度展望:加息期间应买什么?China Materials-4Q26 Outlook What To Buy During The Rate Hike Period
2026-10-21 18:37
October 6, 2026 09:00 PM GMT Greater China Materials | Asia Pacific 4Q26 Outlook: What To Buy During The Rate Hike Period During the rate hike period we prefer stocks in our Materials coverage with greater earnings visibility and higher dividend yields. We also see attractive entry points in copper and gold stocks following the recent correction. Our preferred stocks: Zijin Mining A&H, CMOC, MMG, Zijin Gold Int'l, China Jushi, Grace Fabric, Huaxin Building Materials A&H, JL Mag, CGN Mining, Kazatomprom. Cop ...
宏和科技:管理层电话会:AI带动高端电子布与电子纱需求,产能持续扩张
2026-10-21 18:36
China PCB : Grace Fabric (603256.SS) Mgmt. call: AI drives high-end electronic fabric and yarn; Capacity in expansion 12 October 2026 | 11:51AM HKT Equity Research We hosted Grace Fabric (603256.SS, Not Covered) management recently. Grace Fabric offers a comprehensive suite of electronic fabric products, including the high-end electronic fabric segment. Overall, management is positive on the specification upgrade of electronic fabric towards higher functionality (for example, low Dk/ Df, low CTE), driven by ...