Officials say the real estate market is bottoming out. What’s your view on China's property market?

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Bull X Bear joined discussion · Oct 4, 2024 20:12

What would you buy for your China portfolio?

Semiconductor: $Semiconductor Manufacturing International Corporation (688981.SH)$ $NAURA Technology Group (002371.SZ)$

Securities: $CITIC (600030.SH)$ $East Money Information (300059.SZ)$

Insurance: $China Life Insurance (601628.SH)$ $Ping An Insurance (601318.SH)$

Auto Parts: $Fuyao Glass Industry Group (600660.SH)$ $Weichai Power (000338.SZ)$ $Ningbo Tuopu Group (601689.SH)$

Cars: $BYD Company Limited (002594.SZ)$

Software: $Beijing Kingsoft Office Software, Inc (688111.SH)$ $Hithink RoyalFlush Information Network (300033.SZ)$ $Iflytek Co.,ltd. (002230.SZ)$

Industrial Metals: $Zijin Mining Group (601899.SH)$ $Aluminum Corporation Of China (601600.SH)$

Photoviltaic: $Sungrow Power Supply (300274.SZ)$ $LONGi Green Energy Technology (601012.SH)$ $Tongwei Co.,Ltd (600438.SH)$

Chemicals: $Wanhua Chemical Group (600309.SH)$ $Zhejiang Nhu (002001.SZ)$ $Zhejiang Juhua (600160.SH)$

Medical Devices: $Shenzhen Mindray Bio-Medical Electronics (300760.SZ)$ $Shanghai United Imaging Healthcare (688271.SH)$

Real Estate Development: $Poly Developments and Holdings Group (600048.SH)$ $China Vanke Co.,Ltd. (000002.SZ)$ $China Merchants Shekou Industrial Zone Holdings (001979.SZ)$

IT Services: $Shanghai Baosight Software (600845.SH)$ $Unisplendour Corporation (000938.SZ)$ $iSoftStone Information Technology (301236.SZ)$

Optoelectronics: $Boe Technology Group (000725.SZ)$ $Tcl Corporation (000100.SZ)$ $OFILM Group Co., Ltd (002456.SZ)$

Traditional Chinese Medicine: $Yunnan Baiyao Group (000538.SZ)$ $Zhangzhou Pientzehuang Pharmaceutical (600436.SH)$

Special Equipment: $Zhengzhou Coal Mining Machinery Group (601717.SH)$ $Yantai Jereh Oilfield Services Group (002353.SZ)$

Computer Equipment: $Hangzhou Hikvision Digital Technology (002415.SZ)$ $Dawning Information Industry (603019.SH)$ $Inspur Electronic Information Industry (000977.SZ)$

Communications Equipment: $Zhongji Innolight (300308.SZ)$ $ZTE Corporation (000063.SZ)$ $Eoptolink Technology Inc., (300502.SZ)$

General Equipment: $Chongqing Zonsen Power Machinery (001696.SZ)$ $Hangzhou GreatStar Industrial (002444.SZ)$ $China International Marine Containers (000039.SZ)$ $Wuhan Jingce Electronic Group (300567.SZ)$

Aeronautical Equipment: $AVIC Shenyang Aircraft (600760.SH)$ $AECC Aviation Power (600893.SH)$ $Avic Xi’An Aircraft Industry Group (000768.SZ)$ $AVIC Airborne Systems (600372.SH)$ $Kuang-Chi Technologies (002625.SZ)$

Biologics: $Beijing Wantai Biological Pharmacy Enterprise (603392.SH)$ $Chongqing Zhifei Biological Products (300122.SZ)$ $Changchun High-Tech Industries (000661.SZ)$

Components: $Wus Printed Circuit (002463.SZ)$ $Avary Holding (002938.SZ)$ $Shennan Circuits (002916.SZ)$

Medical Services: $WuXi AppTec (603259.SH)$ $Aier Eye Hospital Group (300015.SZ)$ $Pharmaron Beijing (300759.SZ)$

Automation Equipment: $Shenzhen Inovance Technology (300124.SZ)$ $Zhejiang Supcon Technology Co., Ltd. (688777.SH)$ $Huagong Tech (000988.SZ)$

Diversified Finance: $CNPC Capital (000617.SZ)$ $SDIC Capital (600061.SH)$

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102884128 : getting disappointed with this counter. every day drop.

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