The housing prices and land auction performance in first-tier cities are strong, and the Real Estate Industry is expected to continue its recovery trend.
On April 16, at a press conference held by the State Council Information Office, Sheng Laiyun, Deputy Director of the National Bureau of Statistics, stated that the effects of Real Estate control policies are becoming evident, and there has not been a softening in the Real Estate market as seen in March. On the same day, Liu Jinjun, Chief China Stocks strategist at Goldman Sachs, pointed out during an Institutional dialogue that first-tier cities have recently shown quite strong performance, whether in housing prices or land auction activities.
Global wafer fab equipment expenditures remain strong as demand in this segment continues to increase.
① The 2025 China International Advanced Technology and Application Conference for Semiconductors, hosted by an advanced semiconductor industry cluster, will be held in Suzhou on April 22. ② Industrial Securities analysis indicates that Global wafer fab equipment spending remains strong, with a continuous increase in demand for Lithography Equipment.
Vanke won the battle to protect its cash flow.
Emerging from the pain.
Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
Leading real estate companies have begun acquiring land!
Multiple signals of land acquisition.
Is the industry leader also under pressure? Poly Developments and Holdings Group's performance declines in 2024, initiating structural adjustments.
Poly Developments and Holdings Group recently announced adjustments to its organizational structure, mainly involving the merger of regional companies and personnel changes; before and after this restructuring by Poly Developments and Holdings Group, it coincides with the announcement of a decline in revenue and net profit for 2024.
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