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Brokerage morning meeting highlights: Focus on economic performance exceeding expectations or new catalysts in Technology, and emphasize structural opportunities in Technology and the pro-cyclical main line.
At today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on the economy exceeding expectations or new catalysts in Technology, emphasizing structural opportunities in Technology and pro-cyclical main lines; KSY Securities believes that the overall Hong Kong stock market has not yet entered a full bull market rally stage; HTSC stated that the overall lithium battery production scheduling in April has improved month-on-month, Bullish on the marginal continuous improvement of supply and demand in the Industry Chain.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Another 13 companies added this week! Midea Group Co., Ltd and several other stocks have disclosed plans for shareholding and repurchase loan plans. A list of related A-shares is provided.
① According to incomplete Statistics, as of the time of publication, 13 listed companies disclosed information related to repurchase Shareholding and refinancing this week (attached table); ② Midea Group Co., Ltd received the highest special loan amount, with the loan amount not exceeding 9 billion yuan.
HISENSE HA (000921): In 2024, both revenue and profit increased, but the operational Cash / Money Market fell sharply, attracting attention.
HISENSE HA (000921) annual report interpretation: Behind the double increase in revenue and profit, the sharp decline in Operating Cash Flow and increasing reliance on overseas markets are worth noting. Key points quickly...
HAIER SMARTHOME's revenue in Q4 increased by 16.67% year-on-year, Net income rose by 4.04%, and the dividend payout ratio approached 50% | Earnings Reports news.
Under the appliance replacement policy, revenue in the fourth quarter of 2024 increased by 16.67% year-on-year to 73.243 billion yuan. For the entire year of 2024, the Refrigerator and Washing Machine industries maintained a leading share; Casarte's high-end products grew rapidly, with a quarterly growth exceeding 30%.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
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