China Post Securities Gives KCXC New Source a "Buy" Rating, Organic Growth + External Expansion, Comprehensively Entering the Liquid Cooling Core Track

Everyday Economic News AI Express — China Post Securities released a research report on March 18, giving Kechuang Xinyuan (300731.SZ, latest price: 76.85 yuan) a “Buy” rating. The main reasons for the rating include: 1) Traditional polymer materials business deeply integrated with major domestic manufacturers, continuously expanding overseas clients; 2) Home appliance thermal management business is relatively stable, with explosive growth in new energy vehicle liquid cooling plate business; 3) Established a wholly-owned subsidiary, Chuangyuan Zhire, successfully entering the core AI liquid cooling track; 4) Planning to acquire a 51% stake in Dongguan Zhaoke to accelerate the layout of thermal interface materials. Risk warnings: demand may fall short of expectations; increased market competition; new product launches may not meet expectations.

Everyday Headlines (nbdtoutiao) — Middle East conflict, record-high defaults in US private credit… The redemption wave of private credit funds continues, with giants only repaying about 70%, and Wall Street sensing the “2008 crisis” atmosphere?

(Reporter Zeng Jianhui)

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Daily Economic News