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In a strategic move to reinforce China's technological leadership, President Xi Jinping is set to convene a pivotal symposium on Monday in Beijing, bringing together the nation's foremost tech entrepreneurs. This assembly not only underscores China's unwavering dedication to innovation but also presents a compelling invitation for global investors to engage with the dynamic Chinese tech sector.
🌟A Convergence o...
🌟A Convergence o...
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Columns Weekly Insights - 6th Jan 2025
Welcome back to the new year as we kickstart to our 1st weekly report of 2025. Hope you had a great new year holiday, and best wishes for a very prosperous 2025 with good health, great fortune, lots of happiness and much success personally and professionally!
Let’s start with some news for this week, the world's largest consumer technology trade show CES officially kicks off tomorrow in Las Vegas, and Nvidia's Jensen Huang is expected to share about updates on its B...
Let’s start with some news for this week, the world's largest consumer technology trade show CES officially kicks off tomorrow in Las Vegas, and Nvidia's Jensen Huang is expected to share about updates on its B...
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$Cig Shanghai (603083.SH)$ Already mentioned earlier, the star may come back
$Cig Shanghai (603083.SH)$ Buying interest has returned, the latest result is good, manufacturing picking up again, who knows the could mark the return of the star all at once
$BYD Company Limited (002594.SZ)$
$Luxshare Precision Industry (002475.SZ)$
$Hangzhou Hikvision Digital Technology (002415.SZ)$
$Muyuan Foods (002714.SZ)$
$NAURA Technology Group (002371.SZ)$
$CGN Power Co.,Ltd. (003816.SZ)$
$S.F. Holding (002352.SZ)$
$Bank Of Ningbo (002142.SZ)$
$Jiangsu Yanghe Distillery (002304.SZ)$
$Guosen (002736.SZ)$
$Iflytek Co.,ltd. (002230.SZ)$
$Focus Media Information Technology (002027.SZ)$
$Rongsheng Petro Chemical (002493.SZ)$
$Zhejiang Sanhua Intelligent Controls (002050.SZ)$
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$Luxshare Precision Industry (002475.SZ)$
$Hangzhou Hikvision Digital Technology (002415.SZ)$
$Muyuan Foods (002714.SZ)$
$NAURA Technology Group (002371.SZ)$
$CGN Power Co.,Ltd. (003816.SZ)$
$S.F. Holding (002352.SZ)$
$Bank Of Ningbo (002142.SZ)$
$Jiangsu Yanghe Distillery (002304.SZ)$
$Guosen (002736.SZ)$
$Iflytek Co.,ltd. (002230.SZ)$
$Focus Media Information Technology (002027.SZ)$
$Rongsheng Petro Chemical (002493.SZ)$
$Zhejiang Sanhua Intelligent Controls (002050.SZ)$
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China’s IT services sector continues to grow rapidly, driven by advancements in artificial intelligence, cloud computing, and digital transformation initiatives. The government is focusing on boosting domestic tech capabilities and reducing reliance on foreign technology.
$Shanghai Baosight Software (600845.SH)$
$Unisplendour Corporation (000938.SZ)$
$iSoftStone Information Technology (301236.SZ)$
$Jiangsu Hoperun Software (300339.SZ)$
$Thunder Software Technology (300496.SZ)$
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$Shanghai Baosight Software (600845.SH)$
$Unisplendour Corporation (000938.SZ)$
$iSoftStone Information Technology (301236.SZ)$
$Jiangsu Hoperun Software (300339.SZ)$
$Thunder Software Technology (300496.SZ)$
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Semiconductor: $Semiconductor Manufacturing International Corporation (688981.SH)$ $NAURA Technology Group (002371.SZ)$
Securities: $CITIC (600030.SH)$ $East Money Information (300059.SZ)$
Insurance: $China Life Insurance (601628.SH)$ $Ping An Insurance (601318.SH)$
Auto Parts: $Fuyao Glass Industry Group (600660.SH)$ $Weichai Power (000338.SZ)$ $Ningbo Tuopu Group (601689.SH)$
Cars: $BYD Company Limited (002594.SZ)$
Software: $Beijing Kingsoft Office Software, Inc (688111.SH)$ $Hithink RoyalFlush Information Network (300033.SZ)$ $Iflytek Co.,ltd. (002230.SZ)$
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Securities: $CITIC (600030.SH)$ $East Money Information (300059.SZ)$
Insurance: $China Life Insurance (601628.SH)$ $Ping An Insurance (601318.SH)$
Auto Parts: $Fuyao Glass Industry Group (600660.SH)$ $Weichai Power (000338.SZ)$ $Ningbo Tuopu Group (601689.SH)$
Cars: $BYD Company Limited (002594.SZ)$
Software: $Beijing Kingsoft Office Software, Inc (688111.SH)$ $Hithink RoyalFlush Information Network (300033.SZ)$ $Iflytek Co.,ltd. (002230.SZ)$
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This could be merely posturing or could also be an indication of growing self-reliance in AI chipmaking capabilities. If Biden continues to ban even downgraded $NVIDIA (NVDA.US)$ chips from exports to China, telling local firms not to buy Nvidia is moot and academic. $Cambricon (688256.SH)$ , $Huawei Hongmong (LIST0795.SH)$ and $Baidu (BIDU.US)$ to benefit.
$BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
$BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
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$Sichuan Changhong Electric (600839.SH)$ CCP stock. stay away
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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.
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