Daily Investment Strategy
Daily focus ： Real-Time Quote
CATL (3750): In the first quarter of 2026, the company demonstrated robust growth momentum. During the reporting period, operating revenue reached RMB 129.13 billion, representing a significant year-on-year increase of 52.45%. Profitability rose concurrently, with net profit attributable to shareholders reaching RMB 20.74 billion, up 48.52%. After deducting non-recurring gains and losses, net profit growth reached 52.95%. By the end of the period, total assets surpassed RMB 1.04 trillion , and basic earnings per share stood at RMB 4.58. In summary, the company demonstrated exceptional growth resilience and operational efficiency in the first quarter. With a massive asset base and sustained R&D investment, its leading position in the global market remains solid.
China's real GDP rebounded to 5% in the first quarter of 2026
China's real GDP rebounded to 5% in the first quarter of 2026, breaking a five-quarter streak of sluggish growth. The most noteworthy signal for the market is the significant rebound in nominal GDP growth to 4.9%, with the gap between nominal and real GDP narrowing considerably. The report forecasts that nominal GDP will reach 5.9% in the second quarter, not only marking a continued rebound in growth but also the first time in 13 quarters that it has surpassed real GDP growth. This signifies strong upward momentum in the price index (PPI), and a turning point where corporate profits are experiencing accelerated improvement.
Hong Kong Stock Connect saw a net inflow of HK$4.291 billion on Thursday, with the Tracker Fund of Hong Kong (02800) experiencing the largest inflow at HK$2.683 billion, followed by Alibaba-W (09988). Xiaomi Group-W (01810) recorded the largest net outflow at HK$1.151 billion, followed by Tencent Holdings (00700).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
The materials contained herein are provided by KGI Asia Limited ("KGI") for information only. While such materials are based on or derived from sources believed to be reliable, KGI makes no representation or warranty (express or implied) as to their accuracy or reliability. Neither the information nor the opinions expressed herein constitute, or are to be construed as, an offer or invitation or solicitation of an offer to buy or sell any securities or investments. KGI and its officers, employees, agents and affiliates may have interests in the securities or investments covered herein and accept no liability whatsoever for any loss or consequence whatsoever (whether direct or indirect) resulting from any use of or reliance by you on such materials.
