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Meituan: The search volume for "low-altitude flower appreciation" has increased by 645%, and the group buying Orders for the "spring" theme have more than doubled.
Xinhua Technology reported on the afternoon of March 17 that Meituan Travel released the "2025 National Top Ten Spring Outing New Plays," among which over half are mixed formats, with the central and western regions performing impressively. Meanwhile, traditional flower viewing has also seen innovation, and in March, the search volume for "flower viewing and spring outings" on Meituan increased by more than 167% week-on-week, with high search popularity related to "cuisine," "low-altitude flights," and "intangible cultural heritage." Under the influence of "Cultural Tourism + Various Industries" and "Various Industries + Cultural Tourism," different regions have launched new experiences through online and offline multi-industry integration, bringing new enjoyment to consumers while also stimulating new growth points for the spring economy. Meituan Travel aggregates online users.
Alibaba 1688 launched a new Business "Yuanxuan", collaborating with factories to build brand names and supply chains.
Sina Technology reported on March 17 that recently, Alibaba's wholesale platform 1688 held the "Good Business Conference" in Hangzhou. At the conference, 1688 announced the launch of a new Business called "Source Selection." It was introduced that 1688 Source Selection mainly focuses on two things: first, precisely targeting the needs of "household managers" for home procurement and stockpiling, starting from the source of the industrial belt, providing Consumers with commodities that are of the same quality as big brands but priced at only one-third of the big brands, and innovating and improving these commodities to better meet the consumers' daily usage scenarios. Second, relying on 1688's offline selection centers and super factories, it locks...
Lyon: Maintains JD HEALTH "Outperform Market" rating with a Target Price of 40 Hong Kong dollars.
Lyon released a Research Report stating that it maintains a "outperform the market" rating for JD HEALTH (06618), with a Target Price of 40 Hong Kong dollars. The bank expects the company's revenue growth to accelerate to 15% this year, predicting that JD HEALTH's performance in the second half of last year remained steady, with revenue increasing by 13% year-on-year to 29.7 billion yuan. Benefiting from the strong performance of the Singles' Day Sales, drug demand remains strong, and with the expansion of gross margin, adjusted EBIT is expected to increase by 23% year-on-year to 1.2 billion yuan. The bank expects the company's direct sales in the second half of last year to increase by 12% year-on-year to 25.3 billion yuan, with fourth-quarter sales rising by 11% year-on-year, and the number of annual active users is expected to increase by 9 million compared to the first half.
China International Capital Corporation: Maintains the "Outperform Industry" rating for old mine Gold, raises the Target Price to HKD 537.55.
China International Capital Corporation released a research report stating that it maintains a "Outperform Industry" rating for Laopu Gold (06181), raising the Target Price by 57% to 537.55 Hong Kong dollars. Considering the company's consistently better-than-expected terminal sales performance, the firm raised its earnings per share forecasts for 2024/2025/2026 by 22%/13%/8% to 8.63/11.78/14.89 yuan respectively. Laopu Gold announced a positive profit forecast for 2024, expecting a net income of approximately 1.4-1.5 billion yuan, a year-on-year increase of 236%-260%. As Laopu Gold's brand power continues to rise and break through boundaries.
Goldman Sachs: Maintains JD HEALTH 'Buy' rating, valuation comparatively more attractive.
Goldman Sachs released a Research Report stating that it maintains a "Buy" rating for JD HEALTH (06618) and a "Neutral" rating for ALI HEALTH (00241), with a Target Price of 4 Hong Kong dollars. From a valuation perspective, Goldman Sachs believes JD HEALTH is more attractive than ALI HEALTH, with expected sales growth of 13%-15% year-on-year over the next two years, and continued expansion of operating profit margins in fiscal year 2025. Goldman Sachs stated that JD HEALTH has a stronger competitive advantage in the pharmaceutical category, achieving online and offline integration through online-to-offline and physical pharmacy layouts, and will benefit from the expansion of online medical insurance reimbursements. Over the next two years, JD
The Recent 16% Gain Must Have Brightened CEO Kun Wang's Week, Wuxi Online Offline Communication Information Technology Co., Ltd.'s (SZSE:300959) Most Bullish Insider
Wuxi Online Offline Communication Information Technology Co., Ltd.'s (SZSE:300959) 25% Share Price Plunge Could Signal Some Risk