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港股研报君

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Prospect of Macroeconomic "14th Five-Year Plan": High-quality Development of Enterprises under the New Pattern

Prospect of Macroeconomic "14th Five-Year Plan": High-quality Development of Enterprises under the New Pattern

 Looking back at the "13th Five-Year Plan", the development of enterprises has initially moved towards "high quality", the scale of enterprises has grown rapidly, the ability to innovate has been continuously improved, the business environment has been gradually improved, and the reform of institutional mechanisms has been steadily advanced.

昨天09:26

The practice and enlightenment of American monetary policy

The practice and enlightenment of American monetary policy

 As the largest country in the global economy, the reform of its monetary policy and its follow-up path have profound reference significance for China.

昨天09:22

Communication industry comment: the long-term value of IDC core resources further highlighted, maintaining the "overweight" rating

Communication industry comment: the long-term value of IDC core resources further highlighted, maintaining the "overweight" rating

 Guangdong Province strengthens IDC energy-saving review, IDC core resource long-term value is highlighted further.

昨天09:15

Research on new forces in car-making: intelligent car three questions and three answers, maintaining a "stronger than the market" rating

Research on new forces in car-making: intelligent car three questions and three answers, maintaining a "stronger than the market" rating

 How can intelligent cars change the automotive industry?

昨天09:12

The depth of the semiconductor industry: the semiconductor silicon chip industry Raiders, giving a "optimistic" rating

The depth of the semiconductor industry: the semiconductor silicon chip industry Raiders, giving a "optimistic" rating

 The semiconductor industry is rich in connotation, covering materials to chips.

昨天09:08

Precious metals industry comment report: Gold continues to fall, and bargain-hunting still needs to be cautious

Precious metals industry comment report: Gold continues to fall, and bargain-hunting still needs to be cautious

 On September 21-24,2020, precious metals and risky assets including the stock market and commodities fell.

昨天09:06

Investment strategy in the fourth quarter: pay attention to the peak season of sales, grasp the boom, and maintain the "recommended" rating

Investment strategy in the fourth quarter: pay attention to the peak season of sales, grasp the boom, and maintain the "recommended" rating

 According to the upstream and downstream logic of the industrial chain and the "research, production and marketing" box of enterprises, architecture builds an integrated investment road map for retail and light industry.

昨天08:36

Maoyan Entertainment (01896.HK): Continue to deepen the digital empowerment industry chain, intelligent declaration has become a major breakthrough in the product platform, maintaining a "recommended" rating

Maoyan Entertainment (01896.HK): Continue to deepen the digital empowerment industry chain, intelligent declaration has become a major breakthrough in the product platform, maintaining a "recommended" rating

 The strategic positioning of the cat claw model is clear, and the product platform is the key to the implementation of the strategy.

昨天08:32

Heng'an International (01044.HK): Improved profitability and defensive investment targets, maintaining a "buy" rating with a target price of HK $ 70.90

Heng'an International (01044.HK): Improved profitability and defensive investment targets, maintaining a "buy" rating with a target price of HK $ 70.90

 Hengan's revenue in the first half of 2020 increased 1.4% year-on-year to RMB 10,928,000,000.

昨天06:59

Panel equipment special report: panel equipment has high barriers, large substitution space, and testing equipment first, giving a "recommended" rating

Panel equipment special report: panel equipment has high barriers, large substitution space, and testing equipment first, giving a "recommended" rating

 Panel industry transfer trend is obvious, OLED broad prospects, Japanese and Korean enterprises gradually withdraw from the pattern of improvement.

昨天03:02

The real estate industry's investment strategy for the fourth quarter of 2020: reassessing Dongfeng by the value of residential development, raising the sail of the brokerage business and maintaining the "recommended" rating

The real estate industry's investment strategy for the fourth quarter of 2020: reassessing Dongfeng by the value of residential development, raising the sail of the brokerage business and maintaining the "recommended" rating

 The performance of the interim report slightly exceeded expectations, the overall property market was repaired, and the impact of the epidemic was limited.

昨天03:0

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