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Macquarie: Demand for industrial automation and Siasun Robot&Automation in China is recovering, and domestic substitution is rapidly breaking through.
The trend of intelligent upgrading in China's manufacturing industry is irreversible, and domestic manufacturers are moving from "replacement" to "leading," bringing long-term investment value to the Industry Chain upstream and downstream.
Defense stocks are experiencing another surge, taking the lead in the rally. Under the bullish news catalyst, maintaining momentum remains crucial.
Yesterday, the market welcomed a broad rebound, with all three main indexes closing in the green and trading volume expanding. Overall, the market is still in a structure of fluctuating upward movement.
Hong Kong stock morning report | The Siasun Robot&Automation Industry welcomes market Bullish. CKH HOLDINGS issued a statement in response to port Trade.
① The spokesperson of the Ministry of Commerce commented on the joint statement from the China-U.S. Geneva economic and trade talks. ② Tencent signed a strategic cooperation agreement with Siasun Robot&Automation. ③ Huawei signed a comprehensive cooperation agreement with UBTech Technology. ④ CKH HOLDINGS issued a statement in response to the port Trade.
Citi has listed the names of Hong Kong stocks exported to the USA market (table)
Citi released a report listing the Hong Kong stocks that export to the USA market (potentially affected by US tariffs): Stock │ Proportion of exports to the USA market forecasted revenue this year COWELL (01415.HK) │ 30% ASMPT (00522.HK) │ 15% BYD Electronics (00285.HK) │ about 25% to 30% KERRY LOG NET (00636.HK) │ 15-20% AAC Technologies (02018.HK) │ 12% FOSUN PHARMA (02196.HK) │ 11% Sunny Optical (02382.HK) │ 9% Q TECH (01478.HK) │
After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.
At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.