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Home > Latest

Lates News

date
20/09/2025
The Paraguayan presidential palace stated that this means higher international recognition, greater demand for bonds, and lower financing costs.
Latest
5 m ago
Jitu and Zhongtong announce price increases in the Shanghai area
5 m ago
According to the report from Citic Securities, we expect the overall performance of the electronics industry in the third quarter of 2025 to continue the growth trend under normal demand. Overall, we expect the performance in the third quarter to be relatively outstanding in specific sub-sectors such as leading companies in computing power-related PCBs, storage, analog, equipment, optics, CIS (Complementary Metal-Oxide-Semiconductor Image Sensor), and some power companies. Looking ahead to the fourth quarter of 2025, we see good opportunities for excess returns in sectors such as computing power, storage, semiconductor equipment, and consumer electronics. We expect the electronics sector to enter a peak season for stocking up in September and October, driving up utilization rates. From a fundamental perspective, there are three directions for continued prosperity: self-controllability (domestic computing power breakthrough, storage factory expansion orders, logic factory orders confirmed), AI innovation (overseas computing power increase orders and expansion, continuous release of new products on the edge), and cyclical prosperity (storage price increase). Capital market catalysts (IPO financing and other events boosting) are expected to accelerate. We remain confident in the sector's performance in the next quarter.
5 m ago
CITIC Securities: It is expected that the overall performance of the electronics industry in Q3 25 will continue to grow under normal demand.
8 m ago
Guosen Securities report suggests focusing on industries with real profit realization or strong industrial trends, with particular focus on resources, innovative medicine, gaming, and defense. In the medium to long-term investment logic perspective, we emphasize paying attention to industries in China that already have or have the potential for sustained pricing power, with supply and demand growth factors taken into account. From the short-term perspective of profit realization, it is recommended to focus on rare earths, cobalt, tungsten, phosphate chemicals, pesticides, fluoride chemicals, and photovoltaic inverters. In addition, the intensive consumer electronics product launches in September suggest focusing on the revaluation opportunities in the consumer electronics supply chain.
8 m ago
CITIC Securities: Focusing on resources, innovative medicine, consumer electronics, chemical industry, gaming, and defense industry.
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