China International Capital Corporation: What is the impact of external tariffs on the Technology Hardware Industry?
China International Capital Corporation believes that the uncertainty of external tariffs does not change the essence of Operation at the industry level and the core competitiveness of enterprises. Considering the lengthy and complex characteristics of the electronic manufacturing Industry Chain, the Global Consumer Electronics industry's manufacturing pattern is unlikely to fully relocate to the USA in the short term. In the long run, the "China + N" manufacturing pattern for Consumer Electronics still holds appeal.
The State-owned Assets Supervision and Administration Commission of the State Council: unswervingly strengthen, optimize, and expand state-owned capital and state-owned enterprises.
The 2025 Issue 6 of the "Seeking Truth" magazine published a signed article by the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council titled "Unwaveringly Strengthening, Optimizing and Expanding State-owned Capital and State-owned Enterprises."
Four days after the "National Subsidy" was implemented in 2025, there was an explosion in online Orders for Consumer Electronics, while offline Dealers increased efforts to expand discount ranges. | Frontline
① Four days after the national subsidies were implemented, sales of Consumer Electronics products such as mobile phones and wristbands on major e-commerce platforms increased by over 200%. ② Industry insiders believe that the boost in mobile phone sales will drive growth in upstream supply chain Orders.
In 2024, seven companies from the National Equities Exchange and Quotations are listed in Hong Kong, with a total of 74 companies so far.
In 2024, at least 18 National Equities Exchange and Quotations companies are making a push for listing in Hong Kong.
Behind the doubling of Smoore's sales in a year, has the e-cigarette market improved again?
Last year, there were only a few companies in the Hong Kong stock market that doubled in value, mostly those with significantly improved fundamentals. These stocks generally had previously unfavorable market expectations, and as concerns were invalidated, they rebounded substantially from the bottom. The electronic cigarette Industry has also been quiet for a long time. After the restructuring of the electronic cigarette market in 2022, domestic demand has remained depressed, and most companies in the Industry inevitably experienced performance declines. Even today, most companies have still not been able to regain growth. Under this premise, last year, $SMOORE INTL (06969.HK)$ successfully doubled its value.
Market Watch | SMOORE INTL rises over 4% again, with a cumulative increase of over 35% in the past three Trading days, Institutions remain Bullish on the company's investment value.
SMOORE INTL continues to rise by over 4%, accumulating a rise of over 35% in three trading days. As of the time of publication, it is up 4.12%, priced at 13.64 HKD, with a trading volume of 0.206 billion HKD.