China Galaxy Securities: Exports continue to exceed expectations. In the first quarter of 2025, Air Conditioner production is active.

Upstream compressor companies are actively preparing production and shortening holidays, while the export side continues to surpass expectations. As the annual report window approaches, with a shift in valuations, high-quality leading symbols have a certain margin of safety.

Zhitong Finance00:53 ET

Illustration of the heavy holdings of public funds in the fourth quarter.

The top three for shareholding increases in A-shares are East Money Information, CITIC SEC, and Inner Mongolia Yili Industrial Group.

Gelonghui Finance22:39 ET

The latest Hold Positions of Zhu Shaoxing from the China Universal Fund are exposed! Increased positions in Midea Group Co., Ltd (000333.SZ), Bank Of Ningbo (002142.SZ), and others.

On January 22, the Fund managed by Zhu Shaoxing released the fourth quarter report for 2024.

Zhitong FinanceJan 22 03:04 ET

Bonnie Chan Yi-ting: Currently, nearly 100 companies are waiting to be listed in Hong Kong, among them are many "exciting names."

Hong Kong is expected to welcome more initial public offerings.

Zhitong FinanceJan 22 02:46 ET

The E Fund Consumer Industry Quarterly Report is out! Xiao Nan: Increase allocation in essential goods and high-growth segments.

Zhitong Finance APP learned that recently, the fourth quarter report of E-Fund's Consumer Industry managed by Xiao Nan and Wang Yuanchun has been disclosed.

Zhitong FinanceJan 21 03:27 ET

Home Appliances stocks started strong, HAIER SMARTHOME (06690) rose by 4.31%. Institutions anticipate that this year may become the year with the highest intensity of subsidies for Consumer products.

Jinwu Finance News | Home Appliances stocks are strong at the beginning of trading. As of the time of writing, Quan Feng Holdings (02285) is up 8.56%, HAIER SMARTHOME (06690) is up 4.31%, Midea Group Co., Ltd (00300) is up 3.59%, and HISENSE HA (00921) is up 2.21%. On the news front, on January 15, the General Office of the Ministry of Commerce and three other departments issued a notice regarding the implementation of the home appliance replacement program for 2025. The notice clarified the range of home appliances eligible for subsidies and the specific subsidy amounts. Among them, personal Consumers who purchase refrigerators, Washing Machines, Televisions, and other 12 types of home appliance products that meet level 2 or higher energy efficiency or water efficiency standards will receive subsidies.

Jingu Financial NewsJan 19 20:41 ET