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Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.
Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.
At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.
Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
GCL NEWENERGY (00451.HK) breaks through: the Global Strategy transformation is highly effective, and globalization opens up the ceiling for value reassessment.
1. The transformation and leap from "survival" to "running". Under the dual challenges of global energy transition and the cyclical adjustment of the photovoltaic Industry, GCL NEWENERGY (00451.HK) completed a full transformation from "survival" to "running" in 2024 through asset-light transformation, breakthroughs in Henry Hub Natural Gas Business, and technological upgrades. From the results, GCL NEWENERGY achieved three major "leaps" during the Industry adjustment period, confirming the successful conclusion and remarkable results of the Global Strategy transformation. The three major aspects are: In terms of financial structure: the company's asset-liability ratio plummeted from 84.1% at the beginning of the transformation to 20.
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.
Track the entire lifecycle of the main Sector.
GCL NEWENERGY (00451) achieved revenue of 1.108 billion yuan in 2024, a year-on-year increase of 33.22%.
GCL NEWENERGY (00451) announced its 2024 results, with revenues of 1.108 billion yuan, a year-on-year increase of 33.22...
