Potential beneficiary stocks of the Yajiang hydropower concept have been released

With the spread of the Yajiang hydropower concept market, some potential beneficiary stocks are worth paying attention to, especially small-cap high-growth targets, which may have greater elasticity in the future. According to a research report from Huatai Securities, Data Treasure has identified 14 beneficiary stocks with a market capitalization of less than 7 billion yuan, a year-on-year net profit growth of over 60% in the first quarter, and institutional ratings. Among them, HOLYVIEW is a leader in explosive electronic modules, with downstream clients including Yahua Group, Northern Special Energy, Qianjin Civil Explosives, Gaozheng Civil Explosives, Yipuli Group, Poly Group, HUHUA, and Yunnan Civil Explosives Group, all well-known domestic civil explosive companies. CGE's main business is providing services in the geotechnical engineering field, and it is a geotechnical technology company with multiple core technologies that can provide a comprehensive solution package including design, consulting, and construction for clients in various industries such as construction, transportation engineering, municipal engineering, and environmental engineering. In addition, CGE's specialized equipment manufacturing, such as strong tamping machines and shield machines, as well as construction process technologies like foundation treatment, pit support, underground continuous walls, shield tunneling, and rectangular pipe jacking, maintain a leading position domestically and are internationally advanced. The company's customer base has been increasing year by year, and through cooperation with China National Petroleum, China Petroleum & Chemical, China National Offshore Oil, and China Railway, the company has established a good reputation and market visibility, forming stable cooperative relationships with major clients. In terms of stock performance, Wannianqing, HUHUA, Zhongyan Dadi, and Wantong Hydraulic all saw increases of over 20% during the week, while HOLYVIEW and Kerun Intelligent Control both rose by more than 10%