Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.

At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.

cls.cnNov 19 08:13

A quick overview: Hong Kong stock market bullish and bearish stock list for October is out! Good performance, china-affiliated brokerage stocks continue to party, haitong sec soars 79%; positive restructuring news boosts chongqing iron with a 45% surge.

The Hang Seng Tech Index has experienced a significant drop this month, with a cumulative decline of over 5%; the Hang Seng Index and the A-share Index have fallen by 3.86% and 3.27% respectively.

Futu NewsNov 2 11:15

In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.

① In the third quarter, losses in the steel industry intensified, with 21 out of 27 listed steel smelting companies recording losses, totaling over 14.5 billion yuan in losses, the quarterly loss total approaching last year's full year. ② Industry insiders believe that the main reason for the losses is the steel industry's own overcapacity, poor industry self-discipline, failure to actively limit production, product oversupply, continuously declining steel prices, slow decline in raw materials, and severe industry profit compression.

cls.cnOct 31 22:59

The Hong Kong stock market surged before turning higher, with the steel sector experiencing a major outbreak, these three bullish news items are worth paying attention to.

Good news keeps coming, expected to continue to strengthen!

China brokerageOct 28 11:06

Announcement Selection | cspc pharma plans to repurchase up to 5 billion Hong Kong dollars of shares; Sun Insurance: Sunshine Life Insurance premium income from January to August is 66.384 billion yuan

China Railway Signal & Communication Corporation (03969.HK) won a total of approximately 2.9 billion yuan worth of projects from July to August; Tencent (00700.HK) spent 1.002 billion Hong Kong dollars on repurchasing 2.6 million shares on September 19; Alibaba-SW (09988.HK) spent 59.977 million US dollars on repurchasing 5.678 million shares on September 18.

Futu NewsSep 20 08:20

Who is the main player in the csi commodity equity index in the fourth quarter? Wait patiently for the "landing" of the Fed rate cut.

Can gold continue to lead the way? Will crude oil, iron ore, and other big losers be able to turn the tide?

wallstreetcnSep 18 15:14