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Pacific Securities 2025 home appliance strategy: policy support + export blue ocean, focus on opportunities in AI+ and WeChat mini stores.
The thematic investment opportunities brought by AI+ and "WeChat Stores" are noteworthy, and it's worth paying special attention to home appliance brands and companies that strategically layout AI+ and operate their own WeChat stores.
Ninebot Eyes Investment in Smart EV Base
Gelonghui announcement highlights: Company Nine plans to invest approximately 1.41 billion yuan to build an Asia Vets electric vehicle base project in South China; Zhejiang Jihua holds 0.022% equity in Yushu Technology through the Rongteng Fund, a very sm
【Hotspot Tracking】Shanghai Laiyifen (603777.SH): Currently, the sales proportion in the WeChat channel is very low, accounting for less than 1% of the company's revenue. FULONGMA GROUP (603686.SH): Urban service robots are still in the initial expansion stage, currently mainly used for internal sanitation service projects. Zhejiang Jihua (603980.SH): Holds an indirect 0.022% equity stake in Yushu Technology through the Rongteng Fund, a very small proportion. 【Project Investment】Shenzhen Capchem Technology (300037.SZ): Plans to invest in the construction project of the Sanming Haifufu Fluorine New Materials Research Center. Shenzhen Capchem Technology (300037.SZ): Plans to invest in the construction of Haidefu year.
Express News | Ninebot Says Unit Plans to Invest About 1.4 Bln Yuan to Build Electric Bike Project in Zhuhai
Nine Company (689009.SH): plans to invest approximately 1.41 billion yuan to build the Asia Vets electric vehicle base project in South China.
On December 26, GXG announced that Jiuhua Company (689009.SH) has unveiled plans to rapidly promote the high-quality development of its electric two-wheeler products, optimize and improve capacity layout, and enhance competitiveness in the Industry. The company intends to invest in the construction of an Asia Vets electric vehicle base project in Zhuhai, Guangdong Province, integrating research and development, production, and sales. The total investment for this project is approximately 1.41 billion yuan, and the final investment amount will be based on the actual expenditures during project construction.
China Merchants: The high-end and intelligent transformation of two-wheeled vehicles leads the way, while motorcycle electrification is on the rise.
Regulation of electric two-wheelers is a dual approach addressing both supply and demand, promoting vertical integration within the Industry; the electrification of motorcycles is gaining momentum, with broad opportunities for breakthroughs overseas.
After Leaping 25% Ninebot Limited (SHSE:689009) Shares Are Not Flying Under The Radar
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