Read it in one picture | The list of Hong Kong stocks for May Bulls and Bears has been released! Longyuan Electric Power and GCL Energy increased by about 30% during the month
BYD Electronics increased by more than 30% this month and was included in the Hang Seng Index. The agency said it benefited from the sale of the new iPad; Jinhui Holdings surged nearly 83% in one day, with a cumulative increase of more than 40% during the month, and has settled all credit bonds issued on the open market.
The list of Hong Kong stock June gold stocks has been released! Institutions focus on technology and high-dividend sectors, and Tencent, Meituan, and China Mobile are all favored
The Hong Kong stock IPO market is recovering, and transactions in the secondary market are picking up. Everbright Securities believes it is possible to continue to focus on technological growth and the “dumbbell” strategy where high dividends prevail.
A quick overview of the Hong Kong market | The three major indices pulled back in the afternoon. The Tech Index fell nearly 2%, Meituan fell more than 3%, and Kang Fang Biotech reversed the market and rose more than 37%
The trend of science and network stocks was divided. Bilibili rose more than 3%, Meituan fell more than 3%; coal stocks strengthened, China Coal Energy rose more than 5%, and China Shenhua rose more than 1%.
The OPEC+ storm is coming! Are extended production cuts “a foregone conclusion”?
As officials from many of the world's biggest oil producers gather for a meeting on Sunday, their options may be limited.
The six major players gathered! The proposed mid-term dividend bank lineup will continue to expand, and the industry is expected that more small and medium-sized banks may follow suit
① Bank stocks have long been a benchmark sector for high dividends. Implementing mid-term dividends will further enhance the value of high dividend dividends; ② Mid-term dividends will also help investors hold dividend-type bank stocks more stably and for a long time, supporting the continued rise in stock prices. Optimistic about the revaluation of bank stock dividends.
Hong Kong Stock Afternoon Review | The three major indices rose by about 1%. Technet stocks and biomedical stocks strengthened. Station B rose nearly 7%, and Kangfang Biotech surged more than 34%
Auto stocks generally rose; NIO rose nearly 11%; Xiaopeng Motor rose nearly 5%; coal stocks rose one after another; China Coal Energy rose more than 4%, and China Shenhua rose nearly 3%.
Intraday Overview | The Hong Kong Stock Index fluctuated, and the biotech sector showed strong performance. Kangfang Biotech rose nearly 29%
Technology Network stocks strengthened; Bilibili rose more than 6%, Kuaishou and Tencent Music rose more than 4%; auto stocks rose more than 10%, and Xiaopeng Motors and Zero Sports increased by more than 4%.
Fundamental analysis of coking coal: What is the reason for the rise in coking coal prices in China?
The price of Tier 1 Australian offshore coking coal rose slightly yesterday due to market expectations that spot supply will tighten.
The discount is “full”! It is beneficial for intensive release, and the car market is heating up!
This series of policy combinations is aimed at stimulating automobile consumption in the short term; in the long run, it is implementing the “double carbon” goal.
Escorting Saudi Aramco's stock sale? OPEC+ member states are discussing extending voluntary production cuts until the end of the year
① According to the latest information, OPEC+ member states intend to extend the current production limit policy for a few more months; ② As Saudi Aramco is about to begin planning a stock sale for several years, maintaining a stable crude oil price is even more meaningful.
The future is here! AI PCs are opening up a new era, which companies are expected to be the biggest beneficiaries?
Morgan Stanley predicts that AI PCs will be the next key factor driving the PC market growth, and the market penetration rate of AI PCs is expected to grow rapidly from 2% this year to 64% in 2028.
Science and Technology Innovation Board Evening News|Mai Lande terminated the acquisition of 55% of Maidou Health's shares, and Era Electric Consortium won the bid for the intercity rail construction project for 20.688 billion yuan
① Hangzhou: The penetration rate of new energy vehicles will reach more than 50% by 2027; ② Lanfan Baisheng completed the A+ round of financing of 100 million yuan.
AI “eats electricity” violently, and the energy transition is imminent! Photovoltaic solar racetracks are rising
As the energy boom spawned by AI continues to ferment, photovoltaic solar racetracks are also gradually “emerging.” In just over a month, the US PV stock No. 1 Solar has increased by more than 50%, and GCL Technology, a leading Hong Kong stock company, has also surged in volume.
The “quota dispute” is coming soon! Is there another controversy within OPEC?
The new quota assessment may cause new disputes within OPEC to break out again, such as the scenario where Angola “leaves the group” at the end of 2023.
Hong Kong Market Overview | The three major indices continued to weaken, with the Hang Seng Index falling more than 1%; semiconductor stocks and Apple concept stocks bucked the trend, SMIC rose nearly 5%, and Shunyu Optics rose more than 6%
Domestic housing stocks declined, with Sunac China falling nearly 7%, and Vanke falling more than 4%; gold stocks fell one after another, Zijin Mining fell more than 5%, and China Gold International fell nearly 4%.
The implementation of the new national standard is imminent! Recently, cement prices have generally risen, and the industry has been reshuffled or intensified
The mandatory national standard GB 175-2023 “General Silicate Cement” (“New National Standard for Cement”), led by the Ministry of Industry and Information Technology, was officially implemented on June 1. The new national standard not only puts forward stricter and more detailed requirements for the strength, fineness and composition of cement, but also regulates the types of mixtures used, and cement production standards have been raised again.
Has the sharp rise in copper prices brought about a windfall? Global Telecom Giants: Now it's time to recycle old copper cables!
① As copper prices rose sharply during the year, global telecom giants suddenly discovered that they now have a “windfall” within reach: old copper cables. ② According to estimates by TXO, a British company that provides engineering services to the telecommunications industry, in the process of migrating to fiber-optic cables, telecommunications companies will recycle up to 800,000 tons of copper cables within the next ten years, worth more than 7 billion US dollars at current prices.
Hong Kong Stock Afternoon Review | The three major indices weakened, the Hang Seng Index fell more than 1%, semiconductor stocks rose against the market; gold stocks and domestic housing stocks fell, and Zijin Mining fell nearly 6%
Many shares of Technology Network declined, with Meituan falling more than 2% and Jingdong falling more than 1%; semiconductor stocks rose, Jingmen Semiconductor rose nearly 15%, and Huahong Semiconductor rose nearly 5%.
Allianz: China's insurance market will maintain an average annual growth rate of 7.7% over the next 10 years to consolidate its position as the world's second-largest insurance market
① In 2023, Asian life insurance premium revenue increased by 16.2%, making it the largest regional market in the world; ② In the past 10 years, the global market share of the US insurance market increased from 41% to 44% in 2023; ③ The Chinese insurance market will maintain an average annual growth rate of 7.7% over the next 10 years, thus consolidating its position as the second largest insurance market in the world.
AI becomes a must-answer question for the PC industry HP CEO: A new cycle has begun
Where is the incremental market for the PC industry? Leading domestic and foreign manufacturers such as HP, Dell, and Lenovo all gave the answer - AIPC.