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Xi Jinping Meets Chinese Private-Sector Company Leaders: State Media
HAIER SMARTHOME (06690.HK) received a Shareholding of 2.2729 million shares from JPMorgan.
On February 17, according to the latest equity disclosure information from the Hong Kong Stock Exchange, on February 10, 2025, HAIER SMARTHOME (06690.HK) was increased by JPMORGANCHASECO by approximately 2.2729 million shares at an average price of HKD 25.5699 per share, involving about HKD 58.1171 million. After the increase, the latest number of shares held by JPMORGANCHASECO is 230,728,104 shares, with the holding ratio rising from 7.99% to 8.07%.
China Securities Co.,Ltd.: The valuation of the home appliance Sector is being systematically raised, with changes in pricing power seen from the perspective of funding.
Incremental capital is more focused on characteristics such as high dividends, low valuations, and strong moats in the home appliance sector, and the longer holding period exceeds previous expectations. The injection of long-term capital is expected to help raise the valuation of the home appliance sector systematically.
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
BOCOM INTL: Hong Kong stocks/Chinese concept stocks will continue to benefit from the value reassessment brought about by technological innovation.
BOCOM INTL expects stable growth in performance for sub-industries including OTA/gaming/e-commerce, while the performance of advertising/lifestyle services/entertainment companies is varied.
Hong Kong stock Concept tracking | Subsidies for trade-ins extend to certain Small Appliances categories, and the export prosperity of Small Appliances categories continues (with associated concept stocks).
The Small Appliances Sector has experienced sufficient adjustments, and it is expected that the domestic sales outlook and fundamentals within the Industry will likely reverse by 2025.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.