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Express News | According to information from HKEX, Mitsubishi UFJ Financial's stake in MENGNIU DAIRY decreased from 6.08% to 5.94% on April 9, with an average share price of 18.0334 Hong Kong dollars.
Quick look at the Hong Kong market | Hong Kong stocks continue to rebound! All three indices rise, with the technology index up over 2%; Apple Supplier and Golden Industrial Concept are strong, BYD Electronics rises nearly 7%, and ZHAOJIN MINING rises ove
Most Network Technology stocks rose, with KUAISHOU-W up 3.76% and JD-SW up 3.66%; all Golden Industrial Concept stocks increased, with LINGBAO GOLD up 10.42% and ZHAOJIN MINING up 7.04%; Apple Supplier stocks performed well, with BYD Electronics up 6.70% and AAC TECH up 5.76%.
Hong Kong stocks movement | Dairy stocks rose broadly today, MENGNIU DAIRY (02319) increased by over 4%. The boost in fertility will promote Consumer dairy product consumption.
The dairy stocks rose today, as of the time of reporting, MENGNIU DAIRY (02319) increased by 4.21%, trading at 20.05 HKD; CH MODERN D (01117) rose by 3.67%, trading at 1.13 HKD; CHINA FEIHE (06186) increased by 2.8%, trading at 6.62 HKD.
Major bank rating | BOCOM INTL: The Consumer Industry covered is minimally affected by USA tariffs.
On April 10, Gu Long Hui reported that BOCOM INTL stated that the actual business of the Consumer Industry covered by the bank is limitedly affected by USA tariffs. Among them, Dairy Products (such as MENGNIU DAIRY and Yili Group), Sporting Goods (such as ANTA SPORTS and LI NING), and home appliances have relatively stable overall demand. The Dining and beer industries (such as CHINA RES BEER and Budweiser) are more resilient after the overall demand recovery and are expected to achieve a rapid rebound. The home appliance industry coexists between localization and export, with HAIER SMARTHOME achieving a localization rate of 95% in the USA, thus being less directly affected; although Midea Group Co., Ltd has a lower localization rate in the USA, its overseas income proportion in the USA is less than 20%.
【Brokerage Focus】BOCOM INTL: Overall demand in the Consumer Industry remains stable amidst disruptions in tariff policies.
Golden Wealth News | BOCOM INTL's Research Reports indicate that under the disturbance of tariff policies, the overall demand in the Consumer industry remains stable, but some sectors need to pay attention to the impact of tariffs. Most companies covered by the bank do not rely on exports to the USA, and the main raw materials for the Dairy Product (such as Mengniu and Yili), beer (such as CHINA RES BEER and Budweiser), and Sporting Goods (such as Anta and LI NING) industries are sourced domestically, with their main operational markets being China and Asia. The Personal Care industry, represented by Hengan, while being a leader in the industry and using imported high-quality wood pulp as raw material, primarily imports from the Americas. Therefore, most companies are less affected by tariff policies, but the family...
On April 8, share repurchase collection | TENCENT, WUXI BIO, and others all repurchased shares, with TENCENT spending 0.601 billion HKD.
According to a document disclosed by the HKEX on April 9, TENCENT (00700.HK) and WUXI BIO (02269.HK) are repurchasing shares. ① On April 8, TENCENT (00700.HK) repurchased 1.364 million ordinary shares at a total amount of 0.601 billion HKD, with prices per share ranging from 449.6 HKD to 430.2 HKD. Since the repurchase authorization resolution, the total number of repurchased securities has reached 0.279 billion shares, accounting for 2.962% of the number of shares issued when the ordinary resolution was passed. ② WUXI BIO (02269.HK) on April 8...