Daily Investment Strategy
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Goldwind Technology (2208): demonstrated strong growth momentum in the first quarter. Revenue reached RMB 15.485 billion, a significant increase of 63.48% year-on-year. Net profit attributable to shareholders of the listed company was RMB 907 million, an increase of 59.65% year-on-year; basic earnings per share rose from RMB 0.1299 to RMB 0.2091, an increase of 60.97%. Looking ahead, the company boasts a robust order backlog, providing clear growth visibility. As of the end of March 2026, the company had a total external order backlog of 50,699.79 MW, of which 9,567.22 MW were overseas orders. The total order backlog reached 53,934.25 MW, representing a steady year-on-year increase of 5.56%.
DeepSeek's deep integration with domestic hardware
DeepSeek released its V4 model, featuring a million-long context and full compatibility with Huawei's Ascend series chips. This marks a significant step towards mass production for China's domestic AI ecosystem and signifies China's accelerated shift towards independent AI architectures to circumvent export restrictions. Stimulated by news of DeepSeek's deep integration with domestic hardware, the stock prices of Huawei's partners and domestic GPU concept stocks (such as SMIC and Cambricon Technologies) expect to see support.
On Friday, net inflows into Hong Kong stocks via the Stock Connect program totaled HK$3.46 billion. CNOOC (00883) saw the largest inflow at HK$712 million, followed by China Mobile (00941). The Tracker Fund of Hong Kong (02800) recorded the largest net outflow at HK$1.43 billion, followed by Geely Automobile (00175).
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.
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