Research Reports on investment｜China Securities Co.,Ltd.: Midea Group Co., Ltd's performance is expected to grow rapidly, maintaining a "Buy" rating.

CSC's Research Reports indicated that Midea Group Co., Ltd (000333.SZ) performed impressively in the first quarter of 2025. The company achieved total operating revenue of 128.4 billion yuan, a year-on-year increase of 20.6%. Among this, domestic sales are expected to grow at a double-digit rate; export performance is outstanding, with expected year-on-year growth reaching a high double-digit. The company's dividend payout ratio has increased to nearly 70%, and substantial buybacks are mainly for cancellation, elevating the level of shareholder returns to new heights. Looking ahead, the global home appliance market is vast, and as a leading player in white goods with top comprehensive competitive capabilities, Midea's market share is expected to continue to break through upwards, driving further growth in operational performance. Midea is committed to...

Gelonghui Finance02:14 ET

After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.

Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.

cls.cn21:24 ET

The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.

① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.

cls.cn20:05 ET

National subsidies activated the "May Day" digital home appliance consumption boom. Manufacturers: "This year's May Day store traffic has doubled!"

① The exchange of old for new has ignited consumer spending during the "May Day" holiday, with significant increases in customer traffic at many stores. ② In the home appliance sector, the trends of large screens, embedded appliances, and Asia Vets consumerism have become prominent; the participation of Huawei and Apple phones, which rarely took part in activities before, has reached unprecedented levels in this year's national subsidies. ③ Analysts believe that in the future, the release of policy bonuses and advancing consumer demand will drive further sales growth in high-end home appliances, health products, and smart categories.

cls.cn19:20 ET

Hong Kong Stock Morning Report | The U.S. actively conveyed information to China hoping to engage in talks, and May Day tourism sets another record.

① The USA proactively conveyed messages to China hoping to engage in talks, and China responded by stating it is currently evaluating. ② The USA's GDP decreased by an annualized rate of 0.3% in the first quarter, marking its first contraction since 2022. ③ The three major US stock indexes collectively fell on Monday, with mixed performances in Chinese stocks. ④ Buffett unexpectedly announced his resignation as CEO of Berkshire by the end of the year. ④ The "May Day" travel season has set a new record for the "most popular" in history.

cls.cn19:10 ET

China Merchants: The A-share market in May may present a pattern of "weight index recovery and active technology growth."

China Merchants stated that looking ahead to May, the market may present a pattern of "weight index rebound and active Technology growth."

Zhitong FinanceMay 5 09:32 ET