Which stocks are worth buying in the second half of 2025?

Note: All views expressed herein reflect personal opinions only and do not constitute investment advice! What makes a stock 'worth buying'? A stock that has a very high probability of multiplying many times in value over time is truly worth buying. For example, Kweichow Moutai over 20 years ago, or CRRC back in 2014... Stocks with solid, fundamental growth logic—and currently trading near their bottoms—offer safe opportunities for bottom-fishing and thus qualify as high-quality investments. At present, the following 10 stocks are most highly recommended: 1. 605196 Huatong Wire & Cable China’s sole manufacturer of specialized cables rated for depths of 10,000 meters in the deep sea. Supplied core cable systems for China’s manned submersibles Jiaolong and Striver. Its technology leads global giants Nexans and Prysmian by an entire generation. Nexans’ market capitalization stands at €8 billion; it remains unclear to me what a reasonable market cap for 603758 would be. Recall how Zhongtian Technology surged after China’s breakthrough in deep-sea exploration exceeding 10,000 meters. 2. 002812 Enjie Co., Ltd. The undisputed global leader in new-energy battery separators. Holds a 60% global market share in wet-process separators and supplies core materials to CATL, BYD, and LG Energy Solution. Its technology leads Asahi Kasei and Toray by at least five years. Asahi Kasei’s market cap is $20 billion; it remains unclear to me what a reasonable market cap for 002812 would be. Recall how CATL surged following the rise of China’s lithium-ion battery industry. 3. 002407 Do-Fluoride Chemicals A leading enterprise in China’s fluorine chemical industry. Masters the world’s most advanced production technology for electronic-grade hydrofluoric acid, achieving purity levels at the ppt (parts-per-trillion) grade. Supplies critical materials to TSMC and SMIC. Merck’s market cap is €200 billion; it remains unclear to me what a reasonable market cap for 002407 would be. Recall how Jiangfeng Electronics surged after China broke through foreign restrictions on semiconductor materials. 4. 002955 Honghe Technology Global leader in intelligent interactive display devices. Tops the world in sales volume of smart education displays and provides intelligent education solutions to over 100 countries. Its technology leads brands such as Seewo and Promethean by an entire generation. Visionox’s market cap is ¥80 billion; it remains unclear to me what a reasonable market cap for 002955 would be. Recall how Visionox surged amid China’s nationwide rollout of education informatization. 5. 002202 Goldwind Science & Technology The absolute leader in China’s wind turbine manufacturing sector. Holds the world’s largest market share in wind power and boasts the world’s most advanced 16MW offshore wind turbine. Its technology leads Vestas and Siemens Gamesa by an entire generation. Vestas’ market cap is DKK 300 billion; it remains unclear to me what a reasonable market cap for 002202 would be. Recall how Mingyang Smart Energy surged following the rise of China’s wind power industry.

Which stocks are related to electronic specialty gases?

Japan Oxygen Holdings | Air Products | Air Liquide | Linde As core materials for semiconductor etching, deposition, cleaning, and ion implantation, the top four overseas giants dominate the high-end electronic specialty gas market globally. Domestically, Chinese firms have achieved global leadership in production capacity for several major gas varieties, and certification for use in advanced process nodes continues to progress steadily.

Annex Advisory Services Buys 4,607 Shares of Linde PLC

15 hours ago

Annex Advisory Services acquired a new position in Linde PLC worth approximately $2.19 million during the third quarter. Wall Street analysts maintain a "Buy" rating with a consensus target price of $547.10.

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