Is the A+H share market a wealth code? The rise rate in the past 5 days reached as high as 77%, with Shandong Molong Petroleum Machinery soaring over 80%.
The recent rise of Hong Kong stocks A+Listed in Hong Kong is the result of valuation repair, policy support, and capital inflow resonance. Institutions generally believe that Hong Kong stocks still have investment value, but it is necessary to select symbols carefully and pay attention to profit certainty. Investors can reference the trends of Southbound capital and changes in AH premiums, adjusting the strategy dynamically according to their own risk preferences.
Xiamen C&D Inc. enters the restructuring of Tech-bank Food, stock price fluctuates with a late-session surge as a respectful initial increase.| Quick read of the announcement.
① Tech-bank Food has made substantial progress in its restructuring, with a consortium led by Xiamen Jianfa Real Estate Co., Ltd. getting involved; ② Industry investors will each acquire 0.2 billion newly allocated shares of the company at a price of 1.85 yuan per share, corresponding to an investment amount of 0.37 billion yuan.
The profit recovery in the Papermaking Industry is weaker than expected, with net profits of Xianhe Co., Ltd. and other paper companies declining year-on-year in Q1 | Interpretations
① Three paper companies reported revenue growth in Q1 year-on-year, but net profit declined compared to the previous year; ② The market previously expected that Papermaking profits would show a recovery both year-on-year and month-on-month in Q1; ③ The paper companies' performance may be below expectations due to the impact of raw material inventory cycles; ④ Since April, the price of raw paper pulp has been declining, affecting the short-term performance of paper companies.
Wuzhou Special Paper Group and Shandong Sun Paper had strong performances at the beginning of last year but declined later. The drop in raw material prices may drag down this year's papermaking market | Interpretations
① Due to the decline in paper prices last year, the annual profits of the two paper companies started high but ended low; ② Wuzhou Special Paper's performance was slightly below institutional expectations, while Shandong Sun Paper met expectations; ③ In Q1 of this year, the papermaking gross profit showed slight recovery, but in Q2, the decline in raw material prices may drive down market conditions.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.