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Guolian's 2025 investment strategy for the home appliance Industry: Policy catalysis and economic prosperity resonate with profits, focusing on the performance of stable leading companies.
With the advantages of the "price range + channel" layout, leading operations covered by policies are expected to benefit even more, and an increase in market share is anticipated.
Hong Kong Stock Concept Tracking | The Ministry of Industry and Information Technology publicly solicits opinions on the "Management Measures for the Recycling and Comprehensive Utilization of Lithium-ion Batteries for Electric Bicycles". Leading companie
The Ministry of Industry and Information Technology is seeking public opinions on the "Management Measures for the Recycling and Comprehensive Utilization of Lithium-ion Batteries for Electric Bicycles."
Quick look at the Hong Kong market | All three major Indices closed higher, the Science and Technology Index rose nearly 2%; technology, Autos, and Biotechnology stocks climbed, with Li Auto rising over 5%, and Xiaomi Group and WUXI BIO rising nearly 3%.
Many Network Technology stocks are rising, XIAOMI-W is up 2.84%, Baidu Group-SW is up 1.74%; Semiconductor stocks are all rising, HG SEMI is up 7.64%, BEKE is down 2.78%; Autos stocks are climbing, LEAPMOTOR is up 6.42%, BRILLIANCE CHI is up 6.29%;
Hong Kong stock midday review | All three indices rose, the Technology Index up over 1%; Autos, power, and Semiconductor stocks increased, with Li Auto and CHINA LONGYUAN rising nearly 4%, and Semiconductor Manufacturing International Corporation up over
Network Technology stocks are generally rising, XIAOMI-W is up 2.17%, SENSORY-W is up 2.03%; Electric Power stocks are all going up, HUADIAN POWER is up 4.53%, CHINA LONGYUAN is up 3.86%; Hong Kong Retail Stocks are generally rising, BOSSINI INT'L is down 6.78%, PRADA is up 2.59%;
[Brokerage Focus] HAITONG SEC maintains the "outperform market" rating for YADEA (01585), stating that with domestic regulations becoming stricter, the company still has room for growth as a leading player.
Jinwu Financial News | HAITONG SEC research indicates that YADEA (01585) is a leader in electric two-wheelers, primarily engaged in the research, development, production, and sales of electric two-wheelers and related products, which mainly include electric bicycles, electric tricycles, Graphene lead-acid batteries, Sodium-ion Batteries, and their components. In 2023, revenue reached 34.763 billion yuan, with a compound annual growth rate of 19.15% from 2013 to 2023; the net income attributable to the parent company was 2.64 billion yuan, with a compound annual growth rate of 28.05% from 2013 to 2023. The institution points out that China's electric two-wheeler Industry has entered a mature stage, with expectations for 2024.
YADEA (1585.HK): Building good vehicles for the world, a leader in the electric two-wheeler Industry both domestically and internationally.
YADEA: A leading manufacturer of electric two-wheelers that aims to "create good vehicles for the world." YADEA primarily engages in the research and development, production, and sales of electric two-wheelers and related products, including electric two-wheelers, electric tricycles, Graphene lead-acid Batteries, and sodium-ion Batteries.
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