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GF Securities: Digital scenarios continue to penetrate combined with technology-driven, Internet plus-related begins to search for new growth points
Internet-related companies are beginning to search for new growth points, different from the past blindly contracting and cost reduction, in the future may invest reasonably, actively embrace new changes. Business models continue to evolve iteratively, go global, and AI.
Wuhan Sante Cableway Group (002159.SZ): The IP for the Qiandao Lake Muxin Valley project has not been determined yet, and there has been no contact with Pop Mart.
Gelonghui December 4th|Wuhan Sante Cableway Group (002159.SZ) stated on the investor interaction platform that the IP of the Qian Dao Lake Muxin Valley project has not been confirmed yet, and there has been no contact with Pop Mart.
Tencent Launches New Carbon Emissions Reduction Initiative
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
Daiwa: Maintains a "shareholding" rating for Pop Mart (09992) with a target price raised to HK$113.
Morgan Stanley expects pop mart to have an earnings per share growth of 37% and 22% in 2025 and 2026 respectively.
Guosen Securities: Maintains Lenovo Group (09992) 'outperform' rating with AI-driven performance growth.
Guosen expects the lenovo group to have revenue of 66 billion, 71.9 billion, and 76.7 billion RMB for the fiscal years 2025 to 2027.