Net Purchases of Northbound Funds Exceed 10 Billion, Institutional Perspectives Optimistic on Various Sectors
In recent news, net purchases of northbound funds have exceeded 10 billion, indicating a positive sentiment in the market. Various institutional perspectives shed light on the potential growth opportunities in different sectors.
CITIC Securities, in their research report, highlighted their optimism towards property service companies that have shown upward fundamentals and continue to increase dividends. They pointed out that leading property service companies have increased their dividend payout ratios, showcasing improved corporate governance and healthy cash inflows. The property service industry, known for its stability and profitability, is expected to see double-digit revenue growth and higher profit growth. The current sector valuation is deemed low, making it an attractive opportunity for investors.
Huatai Securities focused on the value of gas and electricity, stating that with double inflection points in installed capacity and cost, the sector is expected to be revalued. They pointed out the growth potential in gas power installations and the declining cost of gas sources, making the value of gas and electricity more appealing.
Guotai Junan Securities highlighted the underweighting of non-bank sectors and recommended increasing holdings in leading brokerages, insurance companies, and other non-bank institutions. They emphasized the importance of diversification and strong profit stability in these sectors.
CITIC Construction Investment discussed the price increase chain in various raw material fields, emphasizing the importance of understanding the transmission effect and sustainability of price hikes. They identified categories with potential price increases and suggested focusing on products supported by supply and demand logic.
CICC’s research report focused on the drone delivery market, highlighting the vast opportunities in the industry. They pointed out the benefits of drone logistics and estimated the market size to exceed 200 billion Yuan by 2030. High-barrier sectors such as large-scale cargo drones are expected to benefit from the rapid development of the drone logistics industry.
Haitong Securities predicted a gradual stabilization in bank revenue growth in the future, with high-profit growth rates expected to be maintained. They emphasized the importance of policies to stabilize the economy and maintain low non-performing ratios in the banking sector.
Overall, the market sentiment remains positive, with institutions offering valuable insights into various sectors’ growth potential. The source of the article is Oriental Fortune Choice data, and readers are advised to make investment decisions at their own risk.