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The shipping Sector surged again: leading stocks doubled in four days. How long will the transportation window period last?
Some Institutions indicated that the recent China-US negotiations on tariff reductions exceeded expectations, and with certain tariffs being postponed for 90 days, it is expected to create a window for urgent shipments.
Express News | Xinda Securities: Assigning an initial rating of "buy" to Dou Shen Education.
Shenda Securities: The synergy of supply and demand drives the demand for electric two-wheeled vehicles, with brands digging into the mid-to-high-end market.
The bank believes that the strategy for the mid-to-high-end market of electric two-wheeled vehicle brands may be to "remain true while innovating."
Cinda Securities: National subsidies promote operational recovery, with leading home furnishing stores seeing a rise in single-store revenue in Q1 2025.
In Q1 of 2025, under the motivation of national subsidies, retail channels have started to recover first, and leading players are actively optimizing individual store performance and enriching traffic structure; the home sector is positioned relative to domestic demand with expectations comparatively low, and policies have clear directions.
Express News | CHINA CINDA Securities: The change in the equity structure of the controlling Shareholder CHINA CINDA has been approved by the financial regulatory authorities.
Cinda Securities: The cycle has bottomed out, with insufficient upward movement. The leading companies in Papermaking focus on extending along the Industry Chain and amplifying differentiated competitive advantages.
In the fourth quarter of 2024, the pulp price cycle hit a bottom, with paper companies' costs stabilizing month-on-month, and profits bottoming out; in the first quarter of 2025, Low Stock Price pulp gradually entered stock, price increases were successfully implemented at the end of the year, and paper prices slightly climbed (from November 2024, Chenming will cease production), leading to a slight recovery in paper companies' per ton profits.