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Market Chatter: Sany Heavy Industry Looks to List in Hong Kong in H2 2025
China Merchants: Brokerages "try out" DeepSeek, expecting further development in participation breadth and Business integration.
Open DeepSeek offers specialized and diversified self-developed modules to enhance the added value of services for Institutions, or it may become one of the paths for many CSI All Share SEC A to empower service for Institutions.
CITIC SEC: Maintain TENCENT's "Buy" rating. WeChat integrates DeepSeek-R1.
CITIC SEC released a Research Report stating that it maintains a "Buy" rating for TENCENT (00700), being Bullish on the company's potential for sustained profit release. It is reported that on February 15, 2025, WeChat will integrate the AI search feature DeepSeekR1 in a gray test. The firm stated that the leading reasoning capability of DeepSeekR1, combined with WeChat's massive traffic entrance, is expected to support WeChat's evolution into a super AI Agent. In the future, the "AI content" of other TENCENT products will also further increase, releasing performance and valuation space. TENCENT's high gross margin businesses such as gaming, video accounts, WeChat AI search, and WeChat mini-stores are experiencing strong growth.
Citic Securities Downgrades Fortinet to Add From Buy, Adjusts Price Target to $110 From $103
CITIC SEC (06030): CITIC SEC International provides guarantees for the issuance of 0.285 billion USD medium-term notes by CSI MTN Limited.
CITIC SEC (06030) announced that its wholly-owned overseas subsidiary, CITIC SEC International's affiliated company CSI M...
CITIC SEC: Maintaining a "Buy" rating for BYD Electronic, expected to benefit significantly from the deep integration of smart driving in 2025.
CITIC SEC released a research report stating that it maintains a "Buy" rating for BYD Electronics (00285), being bullish on the company's growth potential and the valuation increase brought by new businesses, predicting the company's Net income for 2024-26 to be 4.6/6.4/8.1 billion yuan respectively. The company is a global leader in high-end precision manufacturing, with its core business tied to top global clients. In the area of automotive electronics, the company is a core supplier to its parent company BYD (01211) and is expected to benefit significantly from the projected growth in smart driving by 2025. Additionally, the company is also involved in Thermal Management, suspension, and other products, with market share expected to continue to increase; in terms of AI, the company has a strategic cooperation with NVIDIA.
