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Guotai Junan: Focus on the reform of the high school Education system and recommend three main lines including AI + Consumer.
The "Vocational and General Education Integration" promotes the mutual transfer of student enrollment between secondary vocational schools and general high schools, with greater expansion potential for ordinary high schools in regions with a higher comparison of vocational and general education.
The indirect subsidiary of CH BEIDAHUANG signed a processing委托 agreement with Zhang and Li.
CH BEIDAHUANG (00039) announced that an indirect subsidiary, Hunan Tianyu Ecological Agriculture Development Co., Ltd., signed a processing contract with Hunan Zhanghe Li Food Co., Ltd. on May 12, 2025. According to this processing agreement, Zhanghe Li will authorize the manufacturer to produce the Zhanghe Li brand series products, including but not limited to the bestseller "Old Jar Sun-dried Chili". The agreement is valid for two years and is expected to achieve annual sales exceeding 60 million RMB. The manufacturer is responsible for the procurement, acceptance, and supply of raw materials and will strictly produce according to Zhanghe Li's requirements.
"Dai Hang" Daiwa: EAST BUY (01797.HK) GMV improvement, upgraded to "outperform the market" rating.
According to the Daiwa Research Report, EAST BUY (01797.HK) has a total Commodity Trade volume (GMV) of 4.8 billion yuan for the first half of the 2025 fiscal year, with the channel "Walking with Hui" led by Dong Yuhui contributing a quarter of the total. However, after Dong Yuhui's departure, the report noted that EAST BUY's GMV has rebounded sharply as sales channels have expanded. Due to reduced discounts, the gross margin of EAST BUY's own brand products for the first half of 2025 has rebounded to a healthy level of 21%, an increase from 10% in the second half of 2024. Since last December, the group has started reducing staff and expanding its product range.
Qingdao Food (001219.SZ): Collaborated with several top live streaming rooms such as the Kuaishou Xinxuan team, "Walking with Glory," and EAST BUY.
On May 14, Gelonghui reported that Qingdao Food (001219.SZ) stated on the investor interaction platform that the company strictly fulfills its information disclosure obligations in accordance with relevant laws and regulations, and will promptly disclose any major matters such as mergers and acquisitions; in the future, the company will continue to strengthen its main business and provide good returns to shareholders through solid performance, and enhance the intrinsic value of Stocks through effective measures such as Cash dividends; the company will leverage New Media platforms to strengthen brand cultural promotion and collaborate with top live streaming rooms including Kuaishou's Xin Xuan team, Douyin's Hao Kaixin team, 'Walking with Hui,' and EAST BUY; by 2025, it will continue to advance cooperation with Institutions.
Hong Kong stock movement | EAST BUY (01797) rose more than 5%. Tonight it will start a live broadcast event on WeChat Channels.
EAST BUY (01797) rose over 5%, as of the time of writing, up 5.32%, priced at 12.68 Hong Kong dollars, with a transaction volume of 93.7471 million Hong Kong dollars.
BOCOM INTL: New Oriental (09901) may still face pressure in its overseas Business, maintaining a Target Price of 46 Hong Kong dollars.
The bank stated that considering past experience in cost control, under the premise of slightly pressured revenue growth, the company's profit margin may continue to be released.
