Southbound funds net purchased over 14.8 billion Hong Kong dollars on January 8: significantly increased holdings in Tencent and several companies Beginning with Middle Letter, Shareholding in Meituan and SUNNY OPTICAL.

① On the day, southbound funds traded approximately 69.3 billion Hong Kong dollars. Which stocks are seeing continuous inflow of funds? ② TENCENT has an inflow of nearly 8.5 billion Hong Kong dollars. How is the stock price performing?

cls.cnJan 8 05:41 ET

Hong Kong stocks fluctuated | Apple Supplier stocks extended their decline in the afternoon, with Sunny Optical (02382) down over 7% and COWELL (01415) down over 6%.

The Apple Supplier stocks further dropped in the afternoon. As of this report, Sunny Optical (02382) fell by 7.29%, quoted at 62.35 Hong Kong dollars; COWELL (01415) dropped by 6.32%, quoted at 25.95 Hong Kong dollars; Q TECH (01478) decreased by 5.51%, quoted at 5.66 Hong Kong dollars.

Zhitong FinanceJan 8 00:40 ET

[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.

Jinwu Finance | Goldman Sachs released a research report on China's Smart Phone industry on January 4, 2025. The report pointed out that the National Development and Reform Commission of China announced on January 3 that it will expand the scope of national subsidies in 2025 to cover Smart Phones, tablets, and smartwatches. Previously, local governments had already launched Smart Phone subsidy policies ranging from 10% to 20% in 2024. Goldman Sachs expects that national subsidies will cover more Consumers, thereby boosting recent market demand, although the long-term product cycle still relies on technological upgrades (such as 6G in 2030) or design changes (such as foldable Smart Phones).

Jinwu Financial NewsJan 6 23:21 ET

Hong Kong stocks moved differently | The mobile Industry Chain rose broadly in the morning as the national subsidies for Consumer Electronics were implemented, and Institutions are Bullish on the demand for Smart Phone upgrades.

The smartphone Industry Chain saw a broad increase in the early market. As of the time of writing, AAC TECH (02018) rose by 3.57%, trading at 39.15 HKD; Sunny Optical (02382) increased by 3.23%, priced at 68.8 HKD; BYD Electronics (00285) rose by 3.19%, trading at 42.1 HKD.

Zhitong FinanceJan 6 21:02 ET

The International Consumer Electronics Show in 2025 is about to open, and the Consumer Electronics Sector is showing strong performance. ASMPT (00522) rose by 5.46%.

Jinwu Financial News | The Consumer Electronics Sector shows strong trends, ASMPT (00522) rises by 5.46%, BYD Electronics (00285) rises by 4.29%, SUNNY OPTICAL (02382) rises by 3.45%, AAC TECH (02018) rises by 3.04%, FIT HON TENG (06088) rises by 3.1%, Q TECH (01478) rises by 1.94%. In terms of news, the 2025 International Consumer Electronics Show (CES 2025) will be held from January 7 to 10, local time, in Las Vegas, USA. GTJA's Research Reports indicate that products like mobile phones and other consumer electronics.

Jinwu Financial NewsJan 6 20:56 ET

Lyon: The national mobile phone subsidies have officially launched as expected, with a preference for XIAOMI-W (01810), AAC TECH (02018), and others.

Lyon's top picks are XIAOMI-W (01810), BYD Electronic (00285), AAC TECH (02018), and SUNNY OPTICAL (02382), all rated as "outperform the market."

Zhitong FinanceJan 6 02:25 ET