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22/06/2025
Tianfeng Securities: Resuming coverage of Goldwind Technology A shares, with a Buy rating.
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5 m ago
According to Moutai Group, from June 17 to 19, Wang Li, Deputy Secretary of the Party Committee and General Manager of Moutai Group, led a team to visit JD Group and Alibaba Group in Beijing and Zhejiang, and organized a symposium with traditional Moutai liquor distributors in some provinces and regions, as well as deep exchanges with various channel partners to fully understand the recent market marketing situation, scientifically analyze the market status, systematically plan response measures, further consolidate consensus, boost confidence, jointly overcome difficulties, and continue to promote the sustainable and high-quality development of the Moutai liquor market.
11 m ago
China Galaxy released a research report on the revaluation of assets in Hong Kong stocks driven by AI empowerment acceleration. The triple logic of "capital repair + policy catalysis + inflow of high-quality targets" is pushing Hong Kong stocks from a global valuation bottom to a high-value area. At the same time, against the backdrop of global industrial chain reconstruction, domestic AI represented by DeepSeek is becoming a strategic fulcrum for the transformation of China's AI industry from "technology catch-up" to "industry benchmark." The open source strategy of DeepSeek breaks through the technological barriers of the traditional closed-source model, reshaping the global AI value chain with low cost and high performance characteristics, triggering ecological synergy effects and globalization practices that may redefine the industrial landscape of the digital age.
11 m ago
China Galaxy: Hong Kong stocks revaluation accelerating, AI application breaking through
11 m ago
China Galaxy: It is recommended to continue to pay attention to the investment opportunities brought by new product categories and new channels.
11 m ago
China Galaxy has issued a research report advising to continue focusing on investment opportunities brought by new product categories and new channels. It is expected that the recovery of traditional food and beverage industry will still be slow in the second half of 2025, while new consumption trends are likely to achieve excess returns. On one hand, the rapid growth of new product categories such as snacks and innovative soft drinks (functional beverages, health water, coconut water) is a contributing factor. On the other hand, changes in channels such as discount supermarkets, Sam's Club, and commercial superstores will benefit some baking and snack companies in the supply chain. In addition, contrary to market opinions, we believe that traditional consumption trends also have certain investment value. Low valuation, high dividends, and stable competitive landscape in segmented industries provide room for growth. Some companies in traditional industries are also actively seeking transformation.
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