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In "Da Hang" Lyon: Chinese technology companies are well prepared after experiencing the last round of tariff increases.
Lyon's research report stated that during Donald Trump's first term as President of the United States, the restrictive policies towards China's technology industry mainly involved imposing tariffs on electronic manufacturing and imposing restrictions on high-tech industries. In this election, he also proposed increasing tariffs on other countries, including China. Lyon believes that Chinese technology companies have been relatively well prepared after the last round of tariff increases, such as relocating production bases, while most advanced technologies have been restricted, so they believe the impact will be reduced. Assuming the United States imposes new tariffs on consumer electronics products from all other countries, the bank expects prices to rise, damaging brands and manufacturing.
The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
byd electronic (00285.HK): Performance improvement quarter-on-quarter is significant, expected to increase in multiple directions.
Event: The company released its performance for the first three quarters of 2024. The revenue for 2024Q1-Q3 was 122.13 billion yuan, up by 32.5% year-on-year, with a net income attributable to the parent company of 3.06 billion yuan, an increase of 0.6% year-on-year; Looking at individual quarters, 2
Hong Kong market watch: Hong Kong stocks fell sharply, with the Hang Seng Index falling by more than 2%; technology, insurance, and lithium battery sectors declined, Alibaba, New China Life Insurance fell by more than 4%, BYD Company Limited fell by nearl
Network technology stocks performed poorly, jd.com Group-SW fell by 4.16%, alibaba-W fell by 4.07%; multiple alcoholic beverage stocks declined, palinda group rose by 6.86%, bud apac fell by 4.33%; golden industrial concept weakened, zhaojin mining fell by 4.25%, sd gold fell by 3.47%.
Citigroup: Recommends buying byd electronic (00285) with a target price of HK$45.
byd electronic (00285) is expected to perform well in the fourth quarter, with a positive outlook for next year.
Express News | Hong Kong stocks related to apple suppliers performed strongly, with Sunny Optical Technology rising more than 13%.
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