JPMIDEA@EC2702A

KHOON GROUP

HARBOUR DIGITAL

PETRO-KING

GF HEALTHCARE

CONGYU INTE AGR

160 HEALTH

51WORLD

HUILI RES

KWONG MAN KEE

DOUMOB

00300

000333

China's commerce minister: China's foreign trade in first two months extended trend of last year

marketscreener

MIDEA GROUP

Midea Group

China's commerce minister: China's foreign trade in first two months extended trend of last year

HSCEI

00788

00939

03115

02828

Morgan Stanley released a report on the Asia-Pacific region, predicting that the Hang Seng Index will reach 27,500 points by December 2026, the Hang Seng China Enterprises Index will be 9,700 points, the MSCI China Index will be 90 points, and the CSI 300 Index will be 4,840 points. At the same time, it selected defensive Hong Kong stocks that benefit from geopolitical crises, including China Tower, Bosideng, Midea, and CCB, with conditions of high dividends, low volatility, and "overweight" ratings

AASTOCKS

Hang Seng China Enterprises Index

CHINA TOWER

ISHARESHSI

HSCEI ETF

Morgan Stanley selects a list of defensive Hong Kong stocks that benefit from geopolitical crises (Table)

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000300

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166802

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China aims to keep survey-based urban jobless rate at around 5.5% in 2026 - copy of official report

Yinhua CSI 300 Index Fund(LOF)-A

CSI 300

Fortune SG SSE 180 Value ETF

Harvest SSE STAR Industrial Machinery ETF

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

SSE Index

China Universal CSI 300 Index Initiating Fund(LOF)-C

China Southern Hang Seng ETF

China aims to keep survey-based urban jobless rate at around 5.5% in 2026 - copy of official report

399001

China's factory activity expanded at its fastest pace in over five years, with the RatingDog manufacturing PMI rising to 52.1 in February from 50.3 in January, driven by strong domestic and overseas demand. This marks the highest level since December 2020, contrasting with an official survey showing contraction. New orders increased for the ninth consecutive month, and manufacturers expressed optimism about future output. However, hiring remains cautious despite rising backlogs. Input price inflation accelerated, leading to increased output prices. Key economic targets for 2026 will be unveiled soon.

- In February, China's manufacturing PMI rose to 52.1 from 50.3 in January, signaling the fastest expansion since December 2020.  
- The increase was driven by strong domestic and overseas demand, with new orders growing for the ninth consecutive month and export orders rising significantly.  
- Despite some hiring caution, manufacturers expressed optimism about future output, and the overall sentiment reached an 11-month high, amid rising costs and inflationary pressures.

Reuters

Shenzhen Index

China's factory activity expands at quickest pace in over 5 years, private PMI shows

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China will unveil its 5-year tech strategy at the National People’s Congress (NPC) this week, focusing on AI, humanoids, and space. The strategy aims to convert recent technological breakthroughs into industrial and capital market momentum, with significant funding and policy support for favored industries. Analysts predict a push for 'AI-plus manufacturing' using state-owned enterprises, while concerns about widening gaps between large firms and SMEs arise. The plan will also address supply chain vulnerabilities and geopolitical pressures, as China seeks to enhance its technological competitiveness against the West.

Guotai CSI Machine Tool ETF

Guotai CSI Subdivision Mechanical Equipment Industry Theme ETF

China's annual parliament meet to unveil roadmap for tech race with the West

002806

China's upcoming National People's Congress, starting March 5, will focus on technology and stimulus measures to revive the economy. Officials are expected to set a 2026 growth target of 4.5-5%, indicating a tolerance for slower growth amid ongoing property and deflation issues. Investors are keen on details regarding support for innovation and domestic demand. Key areas of interest include technology, consumption, property, and bond market strategies, with expectations of increased government bond issuance to stabilize growth. The meeting could serve as a catalyst for Chinese stocks, which have been underperforming this year.

- China will hold its annual political meeting starting March 5, where officials are expected to set a growth target of 4.5% to 5% for 2026, signaling a tolerance for slower expansion amid ongoing challenges in real estate and deflation.  
- Investors are keen to learn how Beijing plans to revive consumption, support technological innovation, and provide concrete measures to stimulate domestic demand.  
- Focus areas include technology recovery, consumer support amid decreasing reliance on external demand, and efforts to curtail excessive competition and real estate issues, with potential implications for long-term economic stability.

Businesstimes News

HFCC

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GX CN CONSUME-U

GX CN CONSUME

China Southern CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

Yinhua MSCI China A ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China’s policy summit puts tech, stimulus in focus for investors

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Midea Group, a Chinese conglomerate, has adapted to a challenging real estate market by focusing on high-end products and expanding its business-to-business units in robotics and green energy. In 9M 2025, Midea reported a 13.9% revenue increase to CNY 364.72 billion and a 20.2% rise in net profit to CNY 38.64 billion. The company is investing in R&D and has seen significant growth in smart building technology and energy storage. Despite potential trade challenges and a sluggish property market, analysts remain optimistic, with 26 out of 28 recommending a "Buy" rating on its stock.

GF CSI All Share Household Appliances ETF

E Fund CSI Household & Appliances Top ETF

E Fund CSI Green Power ETF

Bosera CNI Top Household Appliances ETF

Fullgoal CSI All Share Appliance ETF

Guotai CSI All Share Household Appliances ETF

Robots and Green Energy Power Midea Group

Midea America has recently announced the launch of its largest range of home appliances and climate control products to date at the 2026 Kitchen & Bath Industry Show in Orlando, Florida on February 17th. This move highlights the brand's transition into a comprehensive provider of solutions for the entire home, covering various aspects from kitchen appliances to climate comfort. The extensive lineup showcased includes a wide array of products, reflecting the brand's dedication to catering to diverse customer needs.

Unusual Whales

Midea debuts large home appliance lineup at KBIS 2026, becoming a full-home solutions provider. #expansion

The head of the State Administration for Market Regulation, Luo Wen, conducted research in Beijing on the stability of prices and quality of important livelihood commodities, food safety, and the safety of special equipment. He emphasized the need to strengthen price monitoring and inspections, crack down on price violations, and maintain market order. At the same time, in response to travel and consumption demands during the Spring Festival holiday, he called for enhanced food safety supervision and the use of smart regulatory measures to ensure the safe operation of special equipment, so as to guarantee that the public can enjoy a joyful and peaceful holiday

Wallstreetcn

The Director of the State Administration for Market Regulation, Luo Wen, conducted research in Beijing on the work of stabilizing prices and ensuring quality for important livelihood commodities

Mainland China's January PPI fell by 1.4% year-on-year, while the market expected a decline of 1.5%

Mainland China's January PPI fell by 1.4% year-on-year, while the market expected a decline of 1.5%

Wind data shows that this week the People's Bank of China conducted reverse repurchase operations totaling 1,005.5 billion yuan (the same below). Due to 1,761.5 billion yuan of reverse repos maturing this week, a net withdrawal of 756 billion yuan was achieved. Next week, 405.5 billion yuan of reverse repos will mature in the open market, with maturities of 75 billion yuan, 105.5 billion yuan, 75 billion yuan, 118.5 billion yuan, and 31.5 billion yuan from next Monday to next Friday, respectively. In addition, there will be a 500 billion yuan 182-day buyout reverse repo maturing next Friday

Next week, 405.5 billion yuan reverse repos will mature in the People's Bank of China open market

Midea Building Technologies showcased its "Smart in One" integrated building solutions at AHR Expo 2026. The company presented advanced technologies for data centers, industrial parks, and commercial buildings, including the MagBoost Apex Pro chiller, flexible VRF systems, eco-friendly heat pump technologies, and the Midea iBUILDING digital platform. These innovations aim to address energy efficiency, operational reliability, and management complexity in various sectors, positioning Midea as a partner in developing a more sustainable and intelligent future for the construction industry.

prnewswire

07:25 ETКомпания Midea Building Technologies представляет интегрированные решения для зданий «Smart in One» на выставке AHR Expo 2026

Why are there two Alibaba icons? 😂, I don't know either, Gemini, do you have any special thoughts? Executive Summary: A Historic Leap from Follower to Definer In the 2024-2025 cycle, as the global economic landscape undergoes drastic restructuring, the discussion on &#34;whether China can produce globally dominant enterprises&#34; has shifted from hypothetical possibilities to quantitative analysis of established facts. This report, based on exhaustive financial data, technical parameters, and market share analysis, clearly identifies ten companies with strengths in scale, technological barriers, supply chain control, and financial resilience...

BYD COMPANY

ICBC

TENCENT

Amazon

CATL

ASML

BABA-W

NAURA

BOYD Gaming

JPMorgan Chase

Huawei

BYD Company Limited

BYD COMPANY-R

BYD Company

BYD HK SDR 10to1

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

CATL HK SDR 30to1

BABA-WR

Alibaba HK SDR 5to1

Alibaba

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. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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

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

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

Reshaping the Global Industrial Landscape: In-Depth Strategic Evaluation Report of China's Top 10 Leading Enterprises Benchmarking Against Global Giants (2024-2025)

Strategy Report

Hot topic

Originally, in the mid-September Madrid negotiations, the U.S.-China talks resolved the long-standing major conflict over TikTok. However, Trump's emotional essay on a 100% tariff seemed to have set back the bilateral relations overnight. But following Trump's press inquiries, Vance's statements, and press conferences from China's Ministry of Commerce, the TACO transaction became almost a consensus expectation. In this article, Dolphin Research will elaborate more on how this TACO transaction differs from previous ones and what other insights can be drawn besides TACO. 1. This TACO...

ByteDance

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

Berto Acquisition

Rumble

Allstate

Outfront Media

CHINA MOBILE

Disney

Microsoft

NTES-S

NETEASE MUSIC

Costco Wholesale

Vipshops

Alphabet - C

Alphabet

Taiwan Semiconductor

Berto Acquisition - Unit

BERTO ACQUISITION CORP C/WTS 01/05/2030(TO PUR COM)

RUMBLE INC C/WTS 16/09/2027 (TO PUR COM)

ALLSTATE CORP 5.1% PREF 15/01/2053

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

CHINA MOBILE-R

China Mobile

NetEase

Trump 'Breaks Defense': Not Just TACO, Will There Be a Revaluation of Chinese Assets?

Today’s Key News Recap

0331｜Dolphin Research focuses on: 🐬 Macro/Industry 1. China's official manufacturing PMI for March is 50.5, an increase of 0.3 percentage points from last month, with data generally meeting expectations, indicating a continued recovery in manufacturing prosperity. 🐬 Individual stocks 1. $Midea Group(000333.SZ) $XIAOMI-W(01810.HK) Midea's 2024 annual report shows record highs in both revenue and net profit, while announcing a dividend plan of 35 yuan (including tax) per 10 shares, totaling up to 26.7 billion yuan. Midea's stock rose 2.12% today against the trend. Meanwhile, it is worth noting that...

XIAOMI-WR

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

Wolfspeed

March PMI meets expectations; Midea completely clears out Xiaomi | Today's important news review

$MIDEA GROUP(00300.HK) Although it is a national enterprise, as a &#34;second-marriage stock&#34;, it has limited upside but unlimited downside. The last similar case was $TIANQI LITHIUM(09696.HK), and the result should still be fresh in everyone's memory. Take Tianqi Lithium as an example - the market was indeed hot back then, everyone calculated and thought the discount was big enough, and its A-share performed well too. But once listed, it crashed like a dog. So for second-marriage stocks, especially large-cap ones, everyone should be cautious!!!

TIANQI LITHIUM

$MIDEA GROUP(00300.HK)$Midea Group(000333.SZ)The discount is too small, only 20% to 26%. The profit-making effect of new stocks in Hong Kong is very low now, and the fundraising is particularly large.Bearish bias.For comparison, the AH discounts of Ping An Insurance and China Mobile are both lower.

JPMIDEA@EC2702A(27011.HK)

China's commerce minister: China's foreign trade in first two months extended trend of last year

Morgan Stanley selects a list of defensive Hong Kong stocks that benefit from geopolitical crises (Table)

China aims to keep survey-based urban jobless rate at around 5.5% in 2026 - copy of official report

China's factory activity expands at quickest pace in over 5 years, private PMI shows

China's annual parliament meet to unveil roadmap for tech race with the West