Daily Investment Strategy
Daily focus：Shenzhou International（2313）
Shenzhou International (2313) announced its annual performance report for the year ended December 31, 2024, achieving sales revenue of approximately RMB 28.663 billion, an increase of 14.8% compared to the previous year. The gross profit margin increased to 28.1%, up 3.8 percentage points from 2023. The gross profit amounted to approximately RMB 8.055 billion, a year-on-year increase of 32.9%. The profit attributable to the owners of the parent company was approximately RMB 6.241 billion, a significant year-on-year increase of 36.9%. Regarding the company's outlook, management described the group as having emerged from the trough and returned to growth. In the face of many challenges in the current macroeconomic environment of the industry, the group will further integrate and optimize the respective advantages of domestic and overseas bases, increase the capacity scale of overseas bases.
Federal Reserve Governor Kugler indicated that interest rates will remain unchanged for a longer period
The market continues to pay attention to the speeches of Federal Reserve officials. On Tuesday morning, Federal Reserve Governor Kugler stated that the Fed could keep interest rates unchanged for a longer period. He noted that although the latest economic data at the beginning of this year showed some signs of weakness, uncertainties related to trade policy still exist. The Fed's policy remains restrictive, and thus he judged that the policy is in a good state.
On Tuesday, the Hong Kong Stock Connect recorded a net inflow of HKD 13.9 billion. Xiaomi Group (1810) recorded the largest net inflow of HKD 8.48 billion, followed by Zijin Mining (2899). Tencent Holdings (700) recorded the largest net outflow of HKD 1.34 billion, followed by Alibaba (9988).
Cheung Cho Shing, Joseph is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to:https://apps.sfc.hk/publicregWeb/indi/ACQ030/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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