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The adjustment of Hang Seng Index weights has triggered capital flows among major players: Alibaba and Tencent are facing short-term selling pressure, how should investors respond?
① How does the adjustment of the weight of leading stocks affect the related Stocks? ② Why is the "time window" for passive funds rebalancing concentrated on the day before it takes effect?
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
[Brokerage Focus] CITIC SEC: The "reciprocal tariff" plan may have expectation differences. The Industry of textile and apparel is concerned about the diversification of production capacity distribution.
Jingwu Financial News | CITIC SEC states that the textile and apparel industry, as one of the sectors focused on trade friction, has already engaged in Trade under different scenarios of the increased tariffs since the second half of last year. However, the bank determines that Trump's latest "reciprocal tariff" proposal contains expectations differences: because it will take into account various countries' tariff rates, market access, trade barriers, and other factors, there may be some differences in the USA's tariff policy towards Southeast Asian and South Asian countries. The bank indicates that from the manufacturing side, leading enterprises are continuously adjusting their production capacities to cope with tariff disturbances, but the differences in tariffs from different origins brought about by the implementation of the proposal may lead to a differentiation in the performance of orders from subcontractors, while if this time is handled by subcontractors.
The shares of sporting goods companies rose broadly, with LI NING (02331) increasing by 4.29%. Institutions are bullish on the expansion and development of the domestic sportswear market.
Jingwu Financial News | Sporting Goods stocks rose broadly, with LI NING (02331) up 4.29%, ANTA SPORTS (02020) up 3.87%, XTEP INT'L (01368) up 2.23%, YUE YUEN IND (00551) up 2.13%, and CHINA DONGXIANG (03818) up 1.32%. In terms of news, Huaxin Securities stated that policies promote the construction of high-quality outdoor sports destinations, which is expected to create new growth in demand for sports apparel and equipment. The National Development and Reform Commission and the General Administration of Sport released the "Guiding Opinions on Building High-Quality Outdoor Sports Destinations," which clearly states that by 2030, nationwide construction...
Guosen: Changes in competitive trends of sports brands for 2024 and outlook for 2025.
Against the backdrop of a continued increase in domestic residents' participation in sports, the advantages of functional product growth are expected to continue, with brands that have product word-of-mouth effects and Technology upgrades benefiting from growth dividends.
Hong Kong stocks moving | LI NING (02331) rises over 6% becoming a new partner of the Chinese Olympic Committee for the new cycle. Citigroup expects its revenue growth to accelerate significantly next year.
LI NING (02331) has risen over 6%, currently up by 6.17% to HKD 16.52, with a trading volume of 0.137 billion HKD.
