Research Reports for Investment丨Shanxi: Assigns ZTE a 'Shareholding-A' rating, with a potential reshaping of the valuation system under improved market risk appetite.

The Shanxi Research Reports indicate that ZTE (000063.SZ) is expected to have a net income of 8.425 billion yuan in 2024, a year-on-year decrease of 9.66%; the net income for Q4 2024 is projected to be 0.518 billion yuan, a year-on-year decrease of 65.08% and a quarter-on-quarter decrease of 76.15%. The operation business is under pressure due to the domestic investment environment, while the government-enterprise and consumer business continues to grow. The company has seen growth in revenue from home terminals, mobile phones, and CSI Mobile Internet Index products, with home terminal FTTR products achieving large-scale shipments in the domestic market, which has boosted the gross margin of the consumer business. The company's second growth curve in computing power is continually deepening.

Gelonghui FinanceApr 3 03:55 ET

ZTE (00763) will distribute a final dividend of 6.17 yuan for every 10 shares on April 25.

ZTE (00763) released an announcement that it will distribute dividends on April 25, 2025, based on the results up to December 3, 2024...

Zhitong FinanceApr 1 05:15 ET

ZTE: INFORMATION ON PAYMENT OF FINAL DIVIDENDS

HKEXApr 1 05:08 ET · Announcements

The momentum for A-share companies listing in Hong Kong is strong, with 16 applications submitted and 17 announcements made.

A-shares listed companies are increasingly trending towards listing in Hong Kong.

Zhitong FinanceApr 1 01:55 ET

[Brokerage Focus] CITIC SEC expects overall revenue in the Computer Sector to show steady growth in Q1, with high prosperity maintained in areas such as AI, Xinchuang, and computing power.

Jinwu Financial News | CITIC SEC stated that Q1 is usually a low season for the Computer Industry's annual performance, with Q1 revenue and profit accounting for a lower percentage of the entire year, and profit being more affected by revenue fluctuations. Therefore, the institution mainly focuses on forward judgment on revenue. In Q1 2025, it is expected that the overall revenue of the Computer Sector will show steady growth, with AI, innovation, and computing power directions maintaining a high level of prosperity, and cyclical sectors are likely to gradually stabilize. Looking ahead to 2025, seize the opportunities of the 'AI mainline', gradually shift from computing power to focusing on application implementation, while considering the marginal changes in structural demand and points of policy effort, and layout high-certainty opportunities and the direction of bottom recovery.

Jinwu Finance NewsMar 31 20:47 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET