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Huayou Cobalt's 2025 revenue increased by 33% year-on-year, with the rebound in cobalt prices boosting net profit by 47%, reaching a historic high | Financial Report Highlights

Huayou Cobalt's 2025 revenue increased by 33% year-on-year, with the rebound in cobalt prices boosting net profit by 47%, reaching a historic high | Financial Report Highlights

Driven by the recovery of cobalt prices and the expanding demand for new energy, Huayou Cobalt has delivered its best performance since going public. Huayou Cobalt released its 2025 annual report, stating that during the reporting period, the company achieved operating income of 81.019 billion yuan, a year-on-year increase
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Consensus is far behind reality! Morgan Stanley: The two mechanical hard drive giants are underestimated, supply shortage may last until 2029, gross margins expected to enter the mid-to-high 50% range.

Consensus is far behind reality! Morgan Stanley: The two mechanical hard drive giants are underestimated, supply shortage may last until 2029, gross margins expected to enter the mid-to-high 50% range.

Wall Street's consensus is once again seriously lagging behind reality. According to Chase Wind Trading Desk, Morgan Stanley's latest channel research shows that demand and pricing in the hard disk drive (HDD) market are experiencing unprecedented strengthening, and supply shortages are expected to last until calendar
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Gold prices rise coupled with increased sales, Western Gold’s net profit in the first quarter is expected to grow by about 1300% | Financial Report News

Gold prices rise coupled with increased sales, Western Gold’s net profit in the first quarter is expected to grow by about 1300% | Financial Report News

``` The sustained high prices of gold are quickly being converted into performance dividends for listed gold companies. Western Gold released a performance forecast for the first quarter of 2026 on Tuesday, estimating net profit attributable to the parent company owners to be between 450 million and 560 million yuan. Compared
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Shannon Chip Innovation's operating profit in 2025 increased by 182.42% year-on-year, Q1 net profit surged over 67 times, and its self-owned brand "Hyper Storage" achieved its first annual profit | Financial Report Highlights

Shannon Chip Innovation's operating profit in 2025 increased by 182.42% year-on-year, Q1 net profit surged over 67 times, and its self-owned brand "Hyper Storage" achieved its first annual profit | Financial Report Highlights

``` The wave of AI computing power is driving a surge in enterprise-level storage demand, accelerating the overall performance of Shannon Semiconductor. On April 7, Shannon Semiconductor Technology Co., Ltd. simultaneously released its 2025 annual performance report and its forecast for the first quarter of 2026. Both announcements show a significant