Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
China Tourism Group Duty Free Corporation's revenue and net profit both decreased in 2024. Industry insiders expect that "this year's offshore duty-free sales will drop by another 20%" | Interpretations
China Tourism Group Duty Free Corporation announced that in 2024, it will achieve revenue of 56.474 billion yuan, a year-on-year decrease of 16.38%; the net income attributable to shareholders of the listed company will be 4.267 billion yuan, a year-on-year decrease of 36.44%; analysts expect that this year's sales of duty-free goods in Hainan will further decrease by about 25% compared to 2024.
Zhejiang China Commodities City Group's revenue exceeds 15 billion in 2024, with registered purchasing merchants surpassing 4.8 million|Interpretations.
① Zhejiang China Commodities City Group's revenue last year was 15.737 billion yuan, with a year-on-year growth of 39.27%. Although the growth rate has slowed compared to the previous year, the total value is the highest ever. ② The increase in profits is mainly due to the growth of new businesses this period, such as market Operations, Chinagoods, and Yi payment. ③ The number of registered buyers on the Chinagoods platform has exceeded 4.8 million, and the Net income of its operating entities has increased by 102.05% year-on-year.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
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