Key Recommendation: Jianghai Electronics [Guotai Haitong Electronics]

English summary

Recent changes: 1) Multiple supercapacitor line equipment orders placed with Yifei. 2) Overall plan for 40 AI bullhorn production lines released # AI market profit space increases 5x: profit space grows from 5 billion to 25 billion, obtainable share from 10% to 50% # Industry trends: 1) Supercapacitors have become standard products. 2) Bullhorn grows nonlinearly due to power racks. # Catalyst: Received mass production orders from G and Delta.