Newland: Rare High Growth + Low Valuation + High Dividend, Exclusive Bottom-Level Recommendation! 20260729

English summary

# Newland: Rare High Growth + Low Valuation + High Dividend, Exclusive Bottom-Level Recommendation! 20260729 Core Logic: Low valuation & high dividend + overseas business accelerating expansion. 1) Overseas business continued to accelerate QoQ in Q2! The negative impact of memory price increases is gradually digesting, and the pessimistic expectations for Newland's profit are expected to repair. 2) Low valuation + high dividend + sustained growth: After a deep pullback, the stock price is bottoming out and stabilizing; expected valuation next year is 12x PE, with a dividend yield of nearly 4%. 3) Recently, a new management team has taken over, which is expected to usher in a new era; we remain bullish on the growth of overseas expansion and AI. Welcome to communicate changes!