Brokerage morning meeting highlights: Bullish on investment opportunities in the Commercial Property Sector in 2025.

At today's brokerage morning meeting, Guotai HAITONG SEC proposed to prioritize allocation to leading brokerages with significant comprehensive advantages and stronger cross-border asset allocation capabilities; GF SEC believes that the coal price median may decline in 2025, and leading companies are expected to maintain overall stable profitability; HTSC expressed a Bullish outlook on investment opportunities in the Commercial Property Sector for 2025.

cls.cnApr 28 19:46 ET

Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.

In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.

cls.cnApr 17 20:23 ET

New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.

Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.

cls.cnMar 13 21:25 ET

The Bird Flu outbreak in the USA has somewhat eased, and egg prices quickly fell in March.

① In the first week of March, the wholesale price of bulk eggs in the USA dropped by $1.20, with a national average price of approximately $6.85 per dozen, a decrease of 15% from the previous week; ② According to a report from the USA Department of Agriculture, there have been no significant outbreaks of highly pathogenic Bird Flu detected in the last two weeks, leading to weakened demand for eggs.

cls.cnMar 13 11:49 ET

"Winter goes, spring comes"? After the sharp drop in white feather broiler prices, they have increased by 40%. Profitability at the breeding end, many farmers still have lingering fears | Industry observation

On March 13, the actual transaction price of ShanDong white feather broiler chickens rose to over 3.5 yuan per pound, a 40% rebound compared to the extreme Low Stock Price of "10 yuan for 4 pounds" a month ago. Listed companies such as Spring Snow Food indicated that the prices of segmented products have recently warmed up, and the shipping situation has also slightly improved; the industry stated that the recovery of the white feather chicken Industry Chain is related to the recent market being in a supply gap due to the Spring Festival, leading to a decrease in the overall market supply of live chickens.

cls.cnMar 12 23:03 ET

Brokerage morning meeting highlights: Siasun Robot&Automation drives rapid growth in the PCB Industry.

At today's brokerage morning meeting, Everbright stated that robots are driving rapid growth in the PCB industry; China Securities Co.,Ltd. pointed out a bullish outlook for the valuation reconstruction of the complete vehicle and intelligent driving industry chain in 2025; HTSC believes that AIDC may drive demand for power supply and heating beyond expectations.

cls.cnMar 11 20:05 ET