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Express News | The Hong Kong stock market continued to soar towards the end, with the tech index up over 4% and the Hang Seng Index rising over 2%. SUNNY OPTICAL increased by over 12%, Xpeng Autos and BYD Electronics rose over 9%, NIO grew over 7%, and Tencent, Alibaba,
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.
Eating zongzi suspected to contain a bloodied band-aid? Shanghai Laiyifen: Fully recalled, thorough investigation throughout the supply chain.
① Shanghai Laiyifen has launched a full chain investigation into the public sentiment regarding the sweet date sticky rice dumpling products and is communicating with consumers to ensure their rights. ② The company has fully removed this batch of sweet date sticky rice dumpling products from shelves, and consumers can return or exchange them at nearby stores and receive additional compensation.
The latest developments of Apple's first foldable iPhone have been revealed, and domestic supply chain manufacturers are expected to benefit.
① Recently, a reporter learned from sources in the supply chain that Apple has set a shipping target for suppliers to launch its first foldable screen phone in the second half of 2026, which is a "large foldable screen iPhone." ② According to IDC's forecast, the shipment volume of foldable screen phones in China is expected to grow at a CAGR of 19.8% over the next five years. The Industry Chain for foldable screen phones is becoming increasingly mature, with new components benefiting the most.
The World Drone Conference will be held, and the Drone industry is expected to experience rapid growth.
① It is reported that the 9th World Drone Conference, themed 'Entering a New Era of Low-altitude Economy', will be grandly held in Shenzhen in late May 2025. ② Zhongtai analysis points out that the application of drones in the industrial field significantly reduces costs and increases efficiency, with an annual growth rate exceeding 50%.
Pacific Shuanglin Bio-pharmacy was warned by the Shanxi Securities Regulatory Commission for signing a supplementary agreement with clients without filing it.
①Pacific Shuanglin Bio-pharmacy's subsidiary signed supplementary agreements and memorandums with clients regarding certain sales matters that included liability clauses, but these were not incorporated into the company's internal control management system, resulting in inaccurate disclosure and a penalty; ②Previously, JiMin Health was also forced to correct its performance due to supplementary agreements signed during sales.
The significant Assets restructuring Trade plan is under negotiation. A notice of abnormality was issued for 28 billion Robot Concept stocks | Highlights of after-hours announcements.
Sichuan Chengfei Integration Technology Corp.Ltd. has maintained its three consecutive trading boards: Recently, the company's operational situation and the internal and external operating environment have not undergone significant changes.
According to the Passenger Vehicle Association, retail sales of Passenger Vehicles increased by 14.5% year-on-year in April, while retail sales of the New energy Fund surged by 33.9% year-on-year.
In April, Passenger Vehicle exports were 0.423 million units, a 2% decrease year-on-year, but the proportion of New energy increased to 44.6%. Looking forward to May, the Passenger Vehicle Association pointed out that there are 19 working days in May, which is 2 days fewer compared to May last year, especially with the Dragon Boat Festival on May 31, which is unfavorable for stable growth in the automotive market. With the launch of the scrapping and renewal policy in 2024, the market is expected to gradually recover in May 2024, and the base for May this year will be relatively high.
One-week outlook | Will the transmission effect of tariffs be apparent? US CPI and retail data hit; Tencent Ali led the wave of Chinese securities earnings
The Hang Seng Index company will announce the first quarter results of the Hang Seng Index series review on Friday; Trump will visit three Middle Eastern countries; Powell and other Federal Reserve officials will speak, and the Federal Reserve will hold the second Thomas Laubach research conference.
This week, 18 more companies were added! Sichuan Changhong Electric and several other stocks disclosed plans for shareholding and repurchase, along with a list of related A-shares.
① According to incomplete Statistics, as of the time of writing, 18 A-share listed companies have disclosed information related to Share Buyback and Shareholding this week (see attached table); ② Sichuan Changhong Electric plans to repurchase shares for 0.25 billion yuan to -0.5 billion yuan, with funds sourced from Share Buyback special loan funds among others.
Contemporary Amperex Technology may begin its IPO next week, with a potential discount of around 5% compared to A-shares, and the IPO might be completed within this month at the earliest.
According to Bloomberg, the highest expected issue price of Contemporary Amperex Technology is similar to the A-share closing price of 244.57 yuan (approximately 263.29 Hong Kong dollars) on Thursday, May 8.
After the "Eight Regulations", industrial mergers and acquisitions are now occurring! Both Shanghai Bright Power Semiconductor Co., Ltd. and Changying Tong have obtained shareholder meeting approval for the purchase of Assets.
① The number of Cash purchases of Assets or issuance of shares for Trade launched after the release of the 'Eight Guidelines for the Star' exceeds the total from 2019 to 2023; ② Zhi Yuanpei stated that the financial condition and profitability of listed companies are key factors in determining the success of mergers and acquisitions.
An investigation into "Vortex" concerning Technology Lishuan. Executives claim that "the new financing will arrive as soon as the first half of the year."
① The executives of Lishuan Technology admitted that a meeting for all employees was recently held, during which the management communicated as transparently and honestly as possible. ② According to the latest financial data disclosed by Dongxin Co., its investment in Lishuan Technology has increased its operational burden.
Star evening report | Longxin Zhongke Shareholder plans to reduce shareholding by no more than 3%. Jianxin Superconductor's IPO application on Star has been accepted.
① The State-owned Assets Supervision and Administration Commission: resolutely enhance the performance and level of central enterprises' foundational large models; ② Shenzhen: promote the aggregation of capital elements towards the scientific and technological innovation field; ③ The first domestic demonstration base for embodied intelligence rehabilitation has been established in Shanghai.
The company is indeed facing operational difficulties, said the Chairman of Chongqing Zhifei Biological Products: there are discrepancies in internal forecasts | Highlights from the Earnings Conference.
① Regarding the current predicament of the company, the Chairman of Chongqing Zhifei Biological Products, Jiang Rensheng, candidly stated during the Earnings Conference that internal responsibility factors are more significant, and management is reflecting deeply. ② The company stated that it is addressing the current difficulties by communicating with partners, reducing the procurement quantity of agency products, and strengthening collection assessments.
Is the A+H share market a wealth code? The rise rate in the past 5 days reached as high as 77%, with Shandong Molong Petroleum Machinery soaring over 80%.
The recent rise of Hong Kong stocks A+Listed in Hong Kong is the result of valuation repair, policy support, and capital inflow resonance. Institutions generally believe that Hong Kong stocks still have investment value, but it is necessary to select symbols carefully and pay attention to profit certainty. Investors can reference the trends of Southbound capital and changes in AH premiums, adjusting the strategy dynamically according to their own risk preferences.
【Data Viewing】China Southern CSI 1000 ETF trading volume surged, Institutions continuously reduced their holdings in Aerospace South Lake.
① The trading volume of several CSI 1000 Index and 500ETF has significantly increased, with the 1000ETF (159629) experiencing a 336% increase in trading volume compared to yesterday. ② The Defense stock Aerospace Nanhu was sold by three Institutions for 0.216 billion, and this stock was also sold by three Institutions for 0.143 billion yesterday.
The 75-year-old Chairman of the listed company shows off his muscles bare-chested, endorsing his own products and giving it his all.
① The Chairman of Sichuan Kelun Pharmaceutical, Liu Gexin, personally took charge as the spokesperson for the company's health product, showcasing his muscles. ② The company stated that the Chairman has been using this product and has maintained long-term discipline, and in the future, will launch other health products. ③ Industry insiders indicated that ergothioneine is extracted biologically, and can now also be produced through synthetic biology methods, having antioxidant properties, among others.
Directly addressing the Semiconductor Manufacturing International Corporation Earnings Conference: Tariff anxiety has led customers to pull goods in advance. Mobile customers may lower their inventory targets for Q3.
①Semiconductor Manufacturing International Corporation stated that due to maintenance and equipment upgrades at its factories, production fluctuations led to a decrease in ASP in the second half of Q1, causing revenue growth to fall short of expectations, and this impact will continue into Q2; ②Semiconductor Manufacturing International Corporation indicated that the industry's total shipment target for mobile phones at the beginning of the year was too high, and there may be a customer adjustment to inventory targets in Q3, while lackluster PC growth and other factors will create downward pressure on pricing in the foundry industry.
The national Fund has reduced its shareholding! The stock prices of two major chip foundry giants, Semiconductor Manufacturing International Corporation and HUA HONG SEMI, have sharply declined.
On the evening of May 8, the two major domestic wafer foundry giants, Semiconductor Manufacturing International Corporation and Hua Hong Company, disclosed their Q1 2025 reports, while also revealing that the National Integrated Circuits Industry Investment Fund (the Big Fund) reduced its shareholding by 65.9772 million shares and 6.333 million shares through its wholly-owned subsidiary, Xinxin Hong Kong.