S062 Taiji Industry Member Deep Dive: Up 50% in Ten Days, Then the Company Debunked Its Own Rally

S061 Zengge Pharmaceutical Member Deep Dive: First-Time Profit, But Take Away One Revenue Stream ...

135 White-Feathered Chicken Industry Deep Dive: Upstream Net Profit Up 4897% While Downstream Plu...

134 核药产业链深度：卡的不是药，是同位素和那张配送网

S060 卖掉占收入 67% 的主业之后，这家公司剩下什么

133 高速铜连接深度：铜没退，钱退了

132会员 算力芯片会员深度：每亏一块钱扣非，要垫进去13.4块营运资本

132 算力芯片深度：融资三百亿，六成钱拿去囤货了

S059 Unisplendour Corporation Member Deep Dive: Net Profit Projected to Jump 122%, Yet Interest C...

ZB008 每周市场复盘：金融端在杀，实物端没事

S058 Shengquan Group: Why Downstream Profits Doubled While Upstream Profits Fell

131 In-Depth Analysis of Defense Industry Interim Reports: Aggregate Net Profit Up 53.6%, But Res...

131会员 军工中报：材料层订单只够十天，主机厂是它的五倍

S057 中兴通讯会员深度：营收创历史新高，毛利率却掉了13个百分点

S056 商汤科技：少亏25亿，其中20亿不是赚来的

130 磷化铟深度：全球缺两百万片，国内那条线年产五万片

125 会员 电解铝：一吨赚7921元，这笔利润有多结实

129 Transformer Deep Dive: Units Up Only 7%, Revenue Up 30%

S055 Junda Shares: The Business Taking 90% of Raised Funds Has Yet to Generate Revenue, Per the C...

124会员 减重药产业链：每克1500元是临界线，两种时间表差七个月

121会员 超节点互联：十八家公司，没有一家披露过这块收入

128 半导体零部件深度：一台设备八成成本是买来的，这一层今年才开始赚钱

ZB007 每周复盘·上游：钱不炒做芯片的了，改炒给芯片供料的

127 轻稀土镨钕深度：上游净利翻倍，磁材龙头只多赚 2%

S054 宏和科技：一家上市公司在公告里说自己估值偏离基本面

126 氮化镓深度：全球一年只卖 3.55 亿美元，第一名还在亏钱

125 Electrolytic Aluminum Industry Deep Dive: Earning $8,900 Per Ton, and It's Not From Aluminum ...

S053 Sungrow Power: Orders Up 40%, Market Value Cut in Half

S052 Muyuan Foods: The Lowest-Cost Producer Is Losing Money on Every Pig Sold

124 The Weight-Loss Drug Supply Chain: Patent Expired Four Months Ago, Why Has No Domestic Semagl...

S051 CSSC: 10 Billion in Half-Year Profits—Why They’re Warning You Not to Focus on a Single Quarter

S050 CVTE: Net Profit Tripled, Why Over 30% Is Just Paper Wealth

S049 盛科通信：营收11亿还亏钱，凭什么值1246亿

ZB006 Weekly Review · False Heat: This Rally is Borrowed and Will Burn Out Overnight

123 超节点协议之争深度：七套标准抢一个插口

122 DUV Lithography Machine Deep Dive: How 7nm Is Achieved Without EUV

121 Deep Dive into Supernode Interconnects: Who’s Profiting from the Two Miles of Copper Cabling?

AI Valuation of Software Stocks: Analyzing 8 Software Stocks—Who’s Bloated and Who’s Undervalued?

119 AI重估软件:软件股估值打回 2014,谁被杀、谁被错杀

S048 [Members Only In-depth Analysis] Shanghai Hunk: Behind the 25 Billion Market Cap, a 65% Plun...

118【会员深度】昇腾950产业链:近七成价值华为自吃,剩下三成谁在赚

118 昇腾950产业链拆解：最肥的环节华为自己吃了，谁在增收又增利

ZB005 每周复盘：假阳，权重红利扛出的一根空心阳线

In-Depth Look at 117% Growth in Non-Ferrous Metals: Why Did the Sector Leader’s Stock Plummet 40%...

116 [Member Deep Dive] Custom Chips: A 37x Gap Between the Top Two Players in the Same Race

116 ASIC定制芯片深度：签下146亿订单，为什么最像主角的一层全在亏

115 [Member Exclusive In-Depth] Energy Storage Profit Map: The Critical Point Where Gross Margin ...

113 [Member Deep Dive] Commercial Aerospace: 5 Up, 5 Down in Mid-Year Reports; The Dividing Line ...

115 Energy Storage Profit Map: Installed Capacity Has Doubled, but the Money Is Quietly Changing ...

114 Tencent spent 1 billion on AI, yet its monthly active users are only 1/6 of ByteDance's Doubao

ZB004 Weekly Review: The Retreat, It's Leverage Crashing, Not Fundamentals

113 商业航天中报视角：谁被证伪，谁在反转

112 半导体检测设备深度：决定良率的隐形质检员，国产化率最低的一环

S029 AVIC Composite: Why Did Earnings Drop Despite Over 1,000 C919 Orders?

111 光DSP芯片：光模块最硬的脑子，本土能追上博通和Marvell吗

110 碲化铋：被爆炒的妖股材料，还是AI光模块的控温刚需

108 In-Depth Look at the Steel Industry: Earning Only 63 Yuan per Ton—Who Actually Has a Moat Amo...

109 CMP抛光耗材深度：一片晶圆磨几十遍，按工艺步数收复利的卖水生意

S028 Inovance Technology: Industrial Automation Leader’s Net Profit Drops 23% in Q1—Trap or Buyin...

S027 天岳先进：登顶全球第一却在亏钱，碳化硅量价背离