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09/05/2025
Royal Bank of Canada: Maintains Coty (COTY.US) rating, adjusted from outperform to outperform rating, target price adjusted from $13.00 to $12.00.
Latest
2 m ago
Guotai Junan Securities: The strong market demand in the automotive industry is expected to continue.
2 m ago
A research report from China Galaxy Securities pointed out that in Q1 of 2025, the Automobile Industry Index (ZX) rose by +12.51% relative to the Shanghai and Shenzhen 300 Index. Passenger cars, commercial vehicles, auto parts, motorcycles, and other sectors, as well as the automotive sales and service sector, all outperformed the Shanghai and Shenzhen 300 Index. In Q1, driven by the continuation of the policy of replacing old cars with new ones, the auto market saw high sales growth, coupled with the strong performance of the robotics market since the beginning of the year, resulting in significant excess returns for the automotive sector. In Q1 of 2025, the proportion of automotive stock investments in the total market value of funds (ordinary equity funds + equity hybrids) was 3.47%, an increase of +1.30% compared to the previous year and +0.53% compared to the previous quarter. Public funds continue to increase their allocation to the automotive sector, with holdings increasing for five consecutive quarters to reach a new historical high. Leading car companies such as BYD, NIO, and Xiaopeng, as well as robotics-related targets, have been favored by fund managers. Looking ahead to Q2 of 2025, the Shanghai Auto Show will feature multiple new energy vehicles from domestic brands, ushering in a period of intense new product supply that is expected to drive consumer enthusiasm for purchasing cars, thereby boosting demand and sustaining the strong performance of the automotive market. The sector still has good investment value.
14 m ago
Lyft's(Q1 performance exceeded expectations, expanding the stock buyback program.
14 m ago
Barclays: Private credit expands borrowing to blue chips, the final market size is expected to reach $22 trillion US dollars.
15 m ago
On the afternoon of May 8th, Chairman Wu Lei and his team from Shanghai Electric Group went to Shanghai Electric Automation Group and Shanghai Electric Group Co., Ltd. Central Research Institute to investigate the development of the group's intelligent robot industry and guide the focus of the next stage of work. Wu Lei stated that it is necessary to strengthen node control, solidify the foundation of development, and quickly transform the robot industry. Therefore, it is crucial to ensure that there are no deviations in the node progress while maintaining the safety, quality, and lifeline, and achieving precise control throughout the entire process through digital means. It is important to establish a talent training mechanism with major universities and research institutions to build a talent hub for the robot industry, while also paying attention to the dynamics of leading companies in the industry and absorbing and transforming the latest achievements in the industry to maintain strategic agility. The robot industry should empower other industrial sectors, improve production capacity, achieve quantifiable evaluation in demonstration applications, and form a "Electrical Solution" that is replicable and scalable for other industries.
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