As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
JD.com is increasing its focus on cross-border e-commerce.
Expand online retail in Europe.
JD.com is trial operating Joybuy in the United Kingdom, continuing to bet on the European market | Insights on going abroad.
① JD.com’s Global Strategy aligns with two major characteristics of the European market: mature consumer awareness and strict quality requirements. ② JD.com Logistics has announced the 2025 Global Integrated Supply Chain Strategy, further clarifying the overseas strategy roadmap. By building a global warehouse network, express delivery network, and Aviation network, it aims to expand the coverage of delivery services and better meet the needs of overseas customers, Chinese brands, and cross-border merchants.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
After two years of price wars, JD.com has become more profitable.
There is an urgent need for new stories.
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