【Special Guest V】Gong Cheng: Potential stock BYD Electronics.

Kingwo Financial News | BYD Electronic (International) Company Limited Stock Code: 00285 PE: 20 times Expected PE: 18 times Earnings per share: $0.82 Market Cap: $80 billion Business Category: Consumer Electronics Group Chairman: Wang Chuanfu Major Shareholder: BYD Company Limited (1211) (65.8%) 5-Year Performance Year: 2019/2020/2021/2022/2023 Revenue (100 million RMB): 53/

Jingu Financial NewsDec 12 00:59 ET

Hong Kong stocks fluctuate | The mobile phone Industry Chain saw a broad rise in early trading, with multiple regions announcing subsidies for Consumer Electronics, expected to stimulate a strong recovery in the sales of mobile phones and more.

The smartphone Industry Chain saw widespread gains in early trading. As of this report, Sunny Optical (02382) was up 3.31%, trading at HKD 67.2; Q TECH (01478) was up 2.23%, trading at HKD 6.43; BYD Electronics (00285) was up 1.68%, trading at HKD 42.45; AAC TECH (02018) was up 1.29%, trading at HKD 39.3.

Zhitong FinanceDec 11 20:39 ET

[Brokerage Focus] Guoyuan International expects domestic Autos demand to remain stable next year, with independent brands' market share continuing to rise.

Jinwu Financial News | Guoyuan International has released the investment strategy for the Autos Industry in 2025. In terms of complete vehicles, it is expected that domestic Autos demand will remain stable overall next year, with independent brands continuing to gain market share. However, the intensity of market competition is expected to remain fierce, with price pressures continuing to impact the entire supply chain system. The competitive advantage of China's Autos Industry is generally strengthening, and if there are no significant changes in the international trade environment, the trend of export growth is likely to continue. The bank recommends industry leader BYD Company Limited (01211) (already covered): the company has a vertically integrated advantage in electric vehicle development and is vigorously advancing.

Jinwu Financial NewsDec 11 02:14 ET

haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.

In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.

Zhitong FinanceDec 9 22:38 ET

First Shanghai: Maintains "buy" rating on BYD Electronics (00285) with a target price of 54 Hong Kong dollars.

First Shanghai predicts BYD Electronic's revenue for 2024-2026 to be 167.3 billion yuan, 188.5 billion yuan, and 204.1 billion yuan respectively.

Zhitong FinanceDec 9 20:14 ET

Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.

Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.

Zhitong FinanceDec 9 18:17 ET