MSMIDEA@EC2702A

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BlackRock's long position in H-shares of Midea Group decreased to 5.17% on March 26 from 6.32% - HKEX

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MIDEA GROUP

Midea Group

BlackRock's long position in H-shares of Midea Group decreased to 5.17% on March 26 from 6.32% - HKEX

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HSBC Research raised Midea's target price to RMB 112, maintaining a "Buy" rating. The report pointed out that Midea's revenue and net profit in the fourth quarter of last year increased by 6% and decreased by 11% year-on-year, respectively, which was in line with expectations. Midea announced a final dividend of RMB 3.8 per share and an interim dividend of RMB 0.5, with a payout ratio of approximately 74%, and launched a share repurchase plan of RMB 13 billion. Despite facing a high base, the company is still expected to achieve profit growth in the first quarter, with growth pressure easing in subsequent quarters. The target price increase reflects confidence in Midea's operating profit margin

AASTOCKS

Guotai CSI All Share Household Appliances ETF

Bosera CNI Top Household Appliances ETF

E Fund CSI Household & Appliances Top ETF

Fullgoal CSI All Share Appliance ETF

GF CSI All Share Household Appliances ETF

HSBC Research raises Midea's target price to 112 yuan, maintaining a "Buy" rating

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The 14th China Information Technology Expo (CITE 2026) will be held at the Shenzhen Convention and Exhibition Center from April 9 to 11, 2026, with the theme "New Technology, New Products, New Scenarios." It is expected that more than 1,200 companies will participate, attracting over 70,000 professional visitors and hosting more than 30 forum activities. The expo will showcase the complete ecosystem map of the electronic information industry. Several star companies in the embodied intelligence sector will make an appearance, and the first AI OPC Robotics/Hardware Hackathon will also be held

Wallstreetcn

SWS MU CSI SWS Electronics Index Fund(LOF)-A

The 14th China Information Technology Expo to be held from April 9 to 11

Midea has launched the H-Pack hybrid heat pump at MCE 2026, designed for the European market. This compact, indoor solution simplifies installation and maintenance, winning the MCE Excellence Award. It features an integrated after-sales service system, including a "Commissioning Wizard" for quick setups and remote monitoring via the Midea Service App. The H-Pack optimizes energy use and integrates with existing systems, offering high performance and sustainability. It allows homeowners to transition to lower emission technologies affordably, setting a new standard in HVAC solutions.

MorningStar

Midea Unveils the H-Pack at MCE 2026: A Major Step Forward in Affordable Compact Heat Pump Technology and Service

Midea Building Technologies (MBT) showcased innovative solutions for sustainable development at MCE 2026, including the VRF V9 system, R290 heat pumps, and data center cooling solutions. The VRF V9 features advanced technologies like the ShieldBox II control unit and eco-friendly refrigerant R32, achieving TÜV safety certification. The R290 heat pump range offers capacities from 4 kW to 70 kW, with the award-winning Mars Large R290 ATW providing high efficiency. MBT's data center cooling solutions combine precision cooling units and magnetic bearing chillers, promoting a transition to a greener economy.

prnewswire

09:06 ETКомпания MBT представляет решения нового поколения в области устойчивого развития на выставке MCE 2026

Midea has officially launched its new VRF system, the V9, which focuses on energy savings, reliability, and ease of installation in commercial HVAC applications. The V9 features a heat exchanger that maximizes efficiency and increases outdoor unit energy efficiency by 15%. It ensures stable performance in extreme temperatures and includes multiple layers of protection for critical environments. The system uses R32 refrigerant for sustainability and safety, with integrated leak sensors and rapid shutdown devices. The V9 has received TÜV certification for safety, reinforcing Midea's leadership in sustainable HVAC solutions.

07:15 ETMidea uvádí na trh VRF V9: Nová definice účinnosti, spolehlivosti a snadné instalace v oblasti komerční vzduchotechniky a klimatizace

According to sources cited by Bloomberg, Midea Group is considering issuing convertible bonds, with expected fundraising of up to approximately $2 billion. The company has been in discussions with advisors regarding potential sales. A representative from Midea Group responded that the company is currently not considering issuing convertible bonds, but did not provide further details

Midea Group is considering issuing convertible bonds to raise USD 2 billion

Midea Group is reportedly considering issuing $2 billion in convertible bonds. (Bloomberg)

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The Hong Kong stock market fluctuated repeatedly, with the Hang Seng Index closing up 37 points at 24,788 points. The National Index and the Hang Seng TECH Index fell by 24 points and 40 points, respectively. JD plans to issue RMB senior notes, with its stock price rising slightly. Alibaba launched a new model, leading to a decline in its stock price. Technology stocks showed mixed performance, with some rising and others falling. Tian Shu Zhi Xin's annual losses widened, resulting in a significant drop in its stock price. COWELL's annual net profit increased by 65%, and its stock price rose by 11.2%

Hang Seng TECH Index

Hang Seng Index

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BOC HONG KONG

HANSOH PHARMA

JD-SW

CSOP HSI ETF

"Hong Kong Stocks" The Hang Seng Index closed up 37 points, HANSOH PHARMA and MIDEA rose sharply, BOC HONG KONG increased by over 5%

Midea Group's stock surged after announcing its largest-ever share buyback plan, with shares rising 5.9% in Shanghai and 6.8% in Hong Kong. The company plans to repurchase shares at up to CNY100 each, totaling CNY6.5 billion to CNY13 billion over the next year. Funding will come from internal resources and a special loan from Bank of China. Midea's 2025 earnings report showed a 14% increase in net profit to CNY43.9 billion and a 12% rise in revenue to CNY458.5 billion, with a total dividend payout of CNY32.4 billion for the year.

Yicai

Midea Soars After Chinese Home Appliance Giant Unveils Record Share Buyback Plan

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HANSOH PHARMA(03692) rose 7.26%, with a trading turnover 668.0 Million HKD, and a year-to-date fell 1.7%. MIDEA GROUP(00300) rose 6.82%, with a trading turnover 966.5 Million HKD, and a year-to-date fell 1.4%. GIGADEVICE(03986) fell 8.34%, with a trading turnover 357.4 Million HKD, and a year-to-date rose 111.7%. MINIMAX-W(00100) fell 8.33%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 463.3%.

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Midea's Profit Climbs 14% in 2025; Shares Jump 6%

Midea's Profit Climbs 14% in 2025; Shares Jump 6%

BOC International has lowered Midea's target price to RMB 92.8, maintaining a "Buy" rating. The report indicates that Midea's performance in the fourth quarter of 2025 met expectations, with a year-on-year revenue increase of 6% and a year-on-year net profit decrease of 11%. Despite facing the impact of industry valuation adjustments, BOC International believes that Midea can achieve self-recovery through its shareholder return plan and will face greater challenges in 2026. Earnings per share forecast has been revised down by 0.5% to 0.6%

In "The Big Banks," China International Capital Corporation lowered Midea's target price to 92.8 yuan with a rating of "Buy."

The Hong Kong stock market fluctuated in the morning session, with the Hang Seng Index down 126 points or 0.5%, reporting at 24,624 points. The National Index fell by 70 points, and the Hang Seng Tech Index dropped by 44 points. JD.com's stock price decreased by 0.2%, while Alibaba fell by 1.9%. Technology stocks generally declined, with AI stocks Zhipu and MiniMax dropping by 7.7% and 6.8%, respectively. Smartphone component stock Sunny Optical's annual net profit increased by 72%, and its stock price rose by 1.9%. GoerTek's annual net profit increased by 65%, and its stock price rose by 9.9%

"Hong Kong Stocks" Hang Seng Index down 126 points in half a day, Midea and Bank of China rise after earnings, AI and energy stocks weak

Midea has launched its new V9 VRF system, addressing urgent energy-saving needs and high stability requirements for critical applications. The V9 features a 310° heat exchanger that enhances energy efficiency by 15% and maintains stable performance in extreme temperatures. It offers multi-layer protection for reliability in critical environments, such as hospitals and malls. The R32 refrigerant used is environmentally friendly and safe, with built-in leak sensors. The V9 has achieved TÜV's three-level safety certification, paving the way for broader adoption of eco-friendly refrigerants in HVAC systems.

09:37 ETMidea wprowadza na rynek system V9 VRF, który na nowo definiuje wydajność, niezawodność i łatwość montażu w komercyjnych systemach HVAC

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0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET on Apr 6.He had earlier moved the 48-hour ultimatum issued on Mar 21 out by five days to Mar 27. Iran denied making a direct request, saying there had only been indirect information exchanges, per today's headlines.Given the current setup, a substantive agreement before Apr 6 looks unlikely. Even after the extension, military escalation could still resume, and the geopolitical risk premium has not fully cleared...

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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)

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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...

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NetEase

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

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

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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.

MSMIDEA@EC2702A(27674.HK)

MSMIDEA@EC2702A Stock Performance Chart

BlackRock's long position in H-shares of Midea Group decreased to 5.17% on March 26 from 6.32% - HKEX

HSBC Research raises Midea's target price to 112 yuan, maintaining a "Buy" rating

The 14th China Information Technology Expo to be held from April 9 to 11

Midea Unveils the H-Pack at MCE 2026: A Major Step Forward in Affordable Compact Heat Pump Technology and Service

09:06 ETКомпания MBT представляет решения нового поколения в области устойчивого развития на выставке MCE 2026