002272, kenaikan cepat hingga batas atas di penutupan! Rantai industri ini mendapatkan perhatian, banyak saham perangkat fotovoltaik ditarik oleh kekuatan utama

Main fund flows for the week are out, and stocks in the lithium battery industry chain are favored.

Liquid cooling popular stocks surge to the limit at the close

Today (March 27), Chuanrun Co., Ltd. (002272) rapidly hit the limit up from 14:50 to 14:55, with a closing order volume of 204,600 lots. The latest price for this stock is 17.66 yuan/share, with a total market value of 8.563 billion yuan.

Chuanrun Co., Ltd. expects to achieve a net profit attributable to the parent company of a loss of 19 million to 27 million yuan in 2025, significantly reducing losses year-on-year. It stated that during the reporting period, the company’s leading technology and service capabilities in hydraulic, lubrication, and temperature control, along with its advantageous position in the wind power market, led to rapid revenue growth in the new energy business; on the other hand, with the continuous advancement of global AI computing power and related energy infrastructure construction, liquid cooling as a strategic business of the company achieved significant year-on-year sales revenue growth.

Recently, Chuanrun Co., Ltd. stated on the investor interaction platform that its liquid cooling system can meet the needs of high-density multi-scenario demands such as supercomputing centers, intelligent computing centers, and energy storage; the products have good competitive advantages in technology, performance, and quality, and combined with large-scale production lines and modular delivery capabilities, can better meet market demand.

Previously, Chuanrun Co., Ltd. was awarded the “Strategic Partner Community” honor by Huaxia Kunpeng. Chuanrun Co., Ltd. stated that it collaborates with Huaxia Kunpeng mainly in R&D design, production manufacturing, sales expansion, and operational maintenance, sharing capabilities and resources to jointly promote the development of digital energy, smart cities, and clean energy industries.

Main fund trends for this week are out

According to statistics from Securities Times · Data Treasure, excluding newly listed stocks recently, a total of 60 stocks this week had a net inflow of main funds exceeding 300 million yuan.

Ganfeng Lithium saw a significant increase in main fund positions, with a weekly net inflow amounting to 2.72 billion yuan; Demingli, Yunnan Thallium Industry, Salt Lake Co., Ltd., Shenjian Co., Ltd., Tianqi Lithium, and Tianci Materials had a net inflow of main funds exceeding 1.1 billion yuan each this week.

From an industry perspective, upstream lithium mine stocks such as Ganfeng Lithium and Tianqi Lithium, as well as lithium battery stocks like Tianci Materials, Tianhua New Energy, Haike New Source, and Xinzhou Bang have recently received favorable attention from main funds.

On the news front, Zimbabwe’s lithium export ban has lasted nearly a month, with no news of lifting, and the duration of the impact may exceed previous market expectations.

Huatai Securities pointed out that considering that supply disruption risks still exist in the Yichun area in the second half of the year and overseas in Zimbabwe, the high oil prices on the demand side are boosting expectations for electric vehicles and energy storage demand. If we assume a neutral expectation for 2026 (with global new energy vehicle sales growth rate of 10%-15% year-on-year, and energy storage cell shipment growth rate of 50%-60% year-on-year), the global lithium carbonate supply and demand pattern is expected to maintain a tight balance.

Another brokerage firm stated that lithium mine demand is already on the verge of explosion, while the fragile supply is leaking everywhere. The demand for lithium batteries is exploding due to high oil prices, and global lithium battery orders are surging towards China. Scenarios like energy storage, new energy passenger cars, and new energy heavy trucks can clearly feel the surge in new demand.

In addition, the rare earth small metal sector’s North Rare Earth, Xiamen Tungsten, Yunnan Thallium Industry, Western Materials, and the communication sector’s Changfei Fiber, Guangku Technology, and Guanghuan New Network have also received favor from main funds.

Multiple photovoltaic equipment stocks faced main fund withdrawal

According to Data Treasure statistics, this week, 64 stocks had a net outflow of main funds exceeding 500 million yuan. Xinyi Technology saw the highest net outflow, reaching 3.886 billion yuan; Sungrow Power Supply, Huagong Technology, Dongfang Fortune, and Invoic followed closely, all exceeding 2 billion yuan in net outflow.

Xinyi Technology expects to achieve a net profit attributable to the parent company of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%; the company’s performance growth is mainly benefited from the continuous growth of computing power investment and the rapid increase in demand for high-speed products.

Xinyi Technology stated on the investor interaction platform that the company attaches great importance to the R&D of new technologies and new products. Recently, the company launched the NX200 and NX300 series optical switches during OFC2026, which can optimize architecture for AI networks of different scales, and the specific ramp-up progress depends on market and customer demand.

It is worth noting that Zhongji Xuchuang, also a “three musketeers” in optical modules, had a net outflow of main funds of 619 million yuan this week, while Tianfu Communication saw a cumulative increase of 565 million yuan in main funds this week.

This week, multiple photovoltaic equipment stocks faced main fund withdrawal, with Sungrow Power Supply, Jiejia Weichuang, and Shangneng Electric seeing net outflows of 2.985 billion yuan, 1.265 billion yuan, and 1.15 billion yuan respectively.

Recently, Tesla plans to spend about 2.9 billion USD to procure key equipment for the production of photovoltaic cells and components from China, to advance the integrated photovoltaic manufacturing layout in the United States, with a goal of achieving an annual production capacity of 100GW by the end of 2028.

Huafu Securities stated that this is the largest single overseas intended order ever received by Chinese photovoltaic equipment companies, which is expected to completely break the sluggish pattern of China’s photovoltaic product exports to the United States. This order not only highlights the technological leadership of Chinese photovoltaic equipment globally but also sends a clear signal of deep participation by Chinese equipment vendors in the wave of localization of photovoltaic manufacturing in the United States, with the industry’s prosperity and valuation expected to undergo a dual recovery.

‍Statement: All information content from Data Treasure does not constitute investment advice. The stock market has risks, and investment should be cautious.

Proofreading: Wang Chaoquan