Qianli Technology's net profit increased by over 60% last year. Will "AI + vehicle" take the lead this year? | Interpretations
① In the previous year, the net income of Qianli Technology increased by over 60% year-on-year, with rapid growth in overseas revenue, accounting for more than 40% of total revenue; ② The company is accelerating the layout of its "AI+Car" Global Strategy, which may become a year of implementation in 2025.
Chinese e-commerce apps dominate the USA iOS app store, with the e-commerce Sector expected to ride the wave.
The Chinese cross-border e-commerce application DHgate has significantly improved its ranking in the overall free charts of the App Store in the USA. As of now, the top three e-commerce applications in the US iOS App Store are all Chinese apps, with DHgate in first place, Taobao in second, and SHEIN in third.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
Zhejiang China Commodities City Group's revenue exceeds 15 billion in 2024, with registered purchasing merchants surpassing 4.8 million|Interpretations.
① Zhejiang China Commodities City Group's revenue last year was 15.737 billion yuan, with a year-on-year growth of 39.27%. Although the growth rate has slowed compared to the previous year, the total value is the highest ever. ② The increase in profits is mainly due to the growth of new businesses this period, such as market Operations, Chinagoods, and Yi payment. ③ The number of registered buyers on the Chinagoods platform has exceeded 4.8 million, and the Net income of its operating entities has increased by 102.05% year-on-year.