CAM HS TECH

KUAISHOU-W to Release FY2026 Q1 Earnings on May 27 After-Market (BJT), Forecast Revenue HKD 38.52 B, EPS HKD 0.6331

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

Meituan's self-operated retail business 'Xiaoxiang Supermarket' to launch in Jinan and Qingdao, Shandong in May

Analysts Maintain Buy Rating on Baidu, Target Prices at 187 and 179 HKD

Xiaomi Co-founder Lin Bin Plans to Reduce Shareholding Starting December 2026

Kuaishou Technology Plans to Hold Annual General Meeting on June 25, 2026

Tencent Holdings released the Next Day Disclosure Report on share repurchase

SMIC discloses two new deployments in the advanced packaging field.

BlackRock's Long Position in Meituan-W Decreases to 5.89%

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

J.P. Morgan maintains 'Buy' rating on Alibaba with a price target of $205

JD Industrial Development Signs Strategic Cooperation Agreement with Songmics to Build Overseas Warehouse Ecosystem

Goldman Sachs reiterates 'Buy' rating on Tencent, encouraged by progress in its AI strategy

Tencent, CATL, and others join a new climate coalition to boost carbon credit demand

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

Xiaomi's High-Strength Die-Cast Aluminum-Silicon Alloy Wins First-Class Industry Science and Technology Award

SMIC States Significant Production Demand for Phones and PCs Will Return

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

01810

CARZ

516380

516110

DRIV

515030

Xiaomi is introducing new battery suppliers, Sunwoda and CALB, for its second auto brand, Skynomad, targeting the extended-range SUV market. The first model, Kunlun N3, is set to launch in late 2026, featuring a large battery pack and a price around 200,000 yuan. This strategic shift aims to reduce reliance on existing suppliers and enhance supply chain management, as Xiaomi seeks to compete in the family SUV segment dominated by Li Auto and Aito.

- Xiaomi is partnering with battery suppliers Sunwoda and CALB for its first model, Kunlun, under the new sub-brand Skynomad, aiming to optimize supply chain management.  
- Skynomad's Kunlun N3 SUV, launching in late 2026, targets the family market with a competitive price around 200,000 yuan and an electric range of 400 to 500 kilometers.  
- This strategic shift from relying on CATL and BYD reflects Xiaomi's intent to enhance supply chain versatility amid fierce competition in China's battery market.

CnEVPost

XIAOMI-W

Li Auto

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Guotai CSI 800 Automobile and Parts ETF

Global X Autonomous & Electric V

Hua Xia CSI New Energy Vehicles ETF

SUNWODA

CALB

LI AUTO-W

CATL

BYD COMPANY

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Xiaomi EV reportedly taps new battery suppliers for second brand to target EREV market

00981

688981

159995

159516

588170

Morgan Stanley analyst maintained a Buy rating on Semiconductor Manufacturing International today and set a price target of HK$85.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Semiconductor Manufacturing International has an analyst consensus of Strong Buy, with a price target consensus of HK$86.24.

- Morgan Stanley analyst maintained a Buy rating on Semiconductor Manufacturing International, setting a price target of HK$85.00.  
- The company has an analyst consensus of Strong Buy, with a price target consensus of HK$86.24.  
- This indicates positive expectations from analysts regarding the company’s stock performance.

Tip Ranks

SMIC

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Morgan Stanley

SMIC HK SDR 5to1

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Semiconductor Manufacturing International (0981): New Buy Recommendation for This Technology Giant

159636

159131

Citi upgraded SMIC, China's largest chipmaker, to Buy, citing strong domestic chip localization and rising AI demand. SMIC reported Q1 revenue of $2.5 billion, up 12% year-on-year, with a gross margin of 20.1%. The company expects Q2 revenue growth of 14-16% and improved margins. Despite challenges like a memory supply crunch and geopolitical tensions, SMIC is positioned to benefit from China's push for technological self-sufficiency.

- Citi upgraded SMIC, China's largest semiconductor company, to Buy, citing strong domestic chip localization, rising AI demand, and improving pricing power.  
- The company reported a first-quarter revenue of $2.5 billion, up 12% year-on-year, with an improved gross margin of 20.1%.  
- SMIC's outlook for the second quarter indicates revenue growth of 14–16% sequentially, bolstered by increasing demand for various chip types amid challenges such as geopolitical tensions and a memory supply crunch.

Investing

ICBCCS CNI HK Connect Technology ETF

Hwabao WP CSI HK Connect Information Technology Composite ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Buy this China chip stock, Citi says

TCTZF

00700

J.P. Morgan has reaffirmed its Buy rating for Tencent Holdings, setting a price target of HK$690.00, while the shares closed at HK$460.20. Additionally, CGS International also issued a Buy rating, but Mizuho Securities maintained a Hold rating on the same day.

- J.P. Morgan analyst maintained a Buy rating on Tencent Holdings with a price target of HK$690.00 as of May 14, while shares closed at HK$460.20.  
- CGS International also issued a Buy rating for Tencent Holdings the same day.  
- Conversely, Mizuho Securities kept a Hold rating on the stock on May 14.

Tencent Holdings Limited

TENCENT

JPMorgan Chase

Tencent

Mizuho Financial

Mizuho Financial Group, Inc.

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

TENCENT-R

Tencent HK SDR 10to1

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

07552

DBS analyst Jim Hin Kwong Au has maintained a Buy rating for Semiconductor Manufacturing International (0981) with a price target of HK$87.40. The analyst, known for a 30.1% average return and 69.23% success rate, is part of a Strong Buy consensus for the stock, which has an average price target of HK$89.65.

- A report from Jim Hin Kwong Au at DBS maintains a Buy rating on Semiconductor Manufacturing International with a price target of HK$87.40.  
- Au is a 5-star analyst with an average return of 30.1% and a 69.23% success rate, focusing on the Technology sector.  
- The general analyst consensus for Semiconductor Manufacturing International indicates a Strong Buy rating with an average price target of HK$89.65.

XI2CSOPHSTECH

Micron Tech

BYD ELECTRONIC

ASMPT

New Buy Rating for Semiconductor Manufacturing International (0981), the Technology Giant

KWEB

MCHI

In a report released yesterday, from HSBC maintained a Buy rating on Tencent Holdings , with a price target of HK$720.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, Bernstein also maintained a Buy rating on the stock with a HK$780.00 price target.

- HSBC maintained a Buy rating on Tencent Holdings with a price target of HK$720.00 in a report released yesterday.  
- Bernstein also upheld a Buy rating for the company, setting a higher price target of HK$780.00.  
- These consistent positive ratings suggest strong confidence in Tencent Holdings from major financial institutions.

Krne Csi China Internet

iShares MSCI China

HSBC HOLDINGS

HSBC

AllianceBernstein

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

Xiaomi EV has unveiled its new YU7 GT model in 'Crimson Red', set to launch in late May. The high-performance electric SUV features up to 990 hp, a top speed of 300 km/h, and a range of 705 km. Priced between 450,000 and 500,000 yuan, it aims to balance performance and comfort, distinguishing itself from the SU7 Ultra. The YU7 GT is designed for long-distance travel and has undergone rigorous testing at Germany's Nürburgring Nordschleife.

- The Xiaomi YU7 GT is a high-performance electric SUV set to launch in late May, featuring up to 990 hp and a 705 km electric range.  
- Unlike the SU7 Ultra, it focuses on balancing performance with long-distance comfort rather than pure track capabilities.  
- Priced between 450,000 yuan ($66,320) and 500,000 yuan, the YU7 GT aims to enhance Xiaomi's position in the high-end EV market.

Xiaomi EV reveals 'Crimson Red' YU7 GT ahead of late May launch

CMB International Securities analyst Saiyi He has reiterated a Buy rating on Tencent Holdings (TCTZF), setting a price target of HK$750.00. The current analyst consensus for Tencent is a Strong Buy, with an average price target of HK$717.24. He specializes in the Communication Services sector and has an average return of 8.0% with a 49.86% success rate on his stock recommendations.

- Saiyi He from CMB International Securities reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$750.00.  
- He specializes in the Communication Services sector, covering Tencent Holdings and associated companies, achieving an average return of 8.0% with a 49.86% success rate.  
- The current analyst consensus for Tencent Holdings is a Strong Buy, with an average price target of HK$717.24.

Tencent Music

iQIYI

TME-SW

Tencent Holdings  (TCTZF) Receives a Buy from CMB International Securities

TCEHY

In a report released yesterday, from UBS maintained a Buy rating on Tencent Holdings , with a price target of HK$780.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tencent Holdings has an analyst consensus of Strong Buy, with a price target consensus of HK$718.80.

- UBS has reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$780.00.  
- The analyst consensus for Tencent Holdings is categorized as Strong Buy, with a price target consensus of HK$718.80.  
- This positive outlook indicates confidence among analysts regarding Tencent's market potential.

UBS Group AG

UBS Sticks to Their Buy Rating for Tencent Holdings  (TCTZF)

China Renaissance analyst maintained a Buy rating on Xiaomi yesterday and set a price target of HK$47.70. The company’s shares closed yesterday at HK$31.80.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Xiaomi is a Strong Buy with an average price target of HK$42.83.

- China Renaissance analyst maintained a Buy rating on Xiaomi and set a price target of HK$47.70.  
- The company’s shares closed at HK$31.80, with the analyst consensus indicating a Strong Buy and an average price target of HK$42.83.  
- This suggests positive market sentiment towards Xiaomi's stock performance.

CAM HS TECH(03088.HK)

Xiaomi EV reportedly taps new battery suppliers for second brand to target EREV market

Semiconductor Manufacturing International (0981): New Buy Recommendation for This Technology Giant

Buy this China chip stock, Citi says

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

New Buy Rating for Semiconductor Manufacturing International (0981), the Technology Giant

HSBC Keeps Their Buy Rating on Tencent Holdings (TCTZF)

Xiaomi EV reveals 'Crimson Red' YU7 GT ahead of late May launch

Tencent Holdings (TCTZF) Receives a Buy from CMB International Securities

UBS Sticks to Their Buy Rating for Tencent Holdings (TCTZF)

Xiaomi (XIACF): New Buy Recommendation for This Technology Giant