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China Data Point to Gradual Improvement, but Tariff Risk Looms
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
Full text | Bilibili Q3 earnings conference transcript: In the first nine months, nearly 2.7 million content creators earned income on Bilibili.
On the evening of November 14, Beijing time, bilibili (NASDAQ: BILI; HKEX: 9626) released its financial report for the third quarter of 2024, ending September 30: total net revenue was 7.31 billion yuan, a year-on-year increase of 26%. The net loss was 79.8 million yuan, narrowing by 94% year-on-year. Adjusted net income, not in accordance with Generally Accepted Accounting Principles in the usa, was 0.2359 billion yuan, while the net loss in the same period last year was 0.8635 billion yuan. After the financial report was released, bilibili's chairman and CEO Chen Rui, vice chairman and chief operation officer Li Ni, and CFO Fan Xin, along with other company executives, attended the event.
Not only emphasizing low stock price competition, Douyin, Kuaishou, and Xiaohongshu are each seeking differentiated new paths | November 11 shopping festival-related observation.
① Professional analysts have pointed out that, unlike the past few years where the focus was purely on low stock price competition, both brand merchants and e-commerce platforms now pay more attention to attracting higher quality products through differentiated innovation. ② Some brand representatives have stated that there are more and more platforms and merchants, but the demand is limited; breaking free from traffic dependence depends on product quality, services, and whether the approach is user-centered.
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Alice Lim choo : good
JC STAFF : Singles' Day e-commerce sales encountered a cold snap, then collectively plummeted, the script had already been written, quickly run away.
Alen Kok : o
Adrianlim90 : good
joemamaa : good