Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.
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Brokerage morning meeting highlights: In the first quarter, the profitability of the mid-stream chemical sector is bottoming out, while the downstream is gradually recovering.
At today's Brokerage morning meeting, HTSC stated that profits in the midstream of the chemical industry are bottoming out in the first quarter, while the downstream is gradually recovering; Sinolink suggested paying attention to the new agile hand supply chain released by Yushu; China Securities Co., Ltd. believes that with the optimization of deposit costs in 2025, the decline in interest spreads in the Banking industry is expected to narrow.
Express News | Innosilicon's stock rose over 7% as the company signed a joint development agreement for Gallium Nitride technology with STMicroelectronics.
What kind of valuation can the Siasun Robot&Automation Sector currently grant?
Tianfeng believes that if we compare the Siasun Robot&Automation market to the previous Electric Vehicles market, during the early stage of industrial development when the penetration rate is below 5%, it is reasonable for related component companies to be assigned a valuation of 30-50 times. If risks emerge later, it may lead to a reduction in valuations.
Express News | Some Recent IPOs in the Hong Kong stock market are on the rise again, with Mao Geping increasing by nearly 9%.
Express News | Some Recent IPOs in the Hong Kong stock market are performing actively, with Chifeng Jilong Gold Mining reaching a new high since its listing during trading.