Daily Investment Strategy
Daily focus：UBTECH Robotics（9880）
UBTECH Robotics has demonstrated high growth potential with its leadership in the field of humanoid robots. The recent major orders and the upcoming release of a new generation of low-cost models are strong evidence of its commercialization progress and short-term catalysts. This business is regarded as a core growth engine in the future, which is expected to drive the optimization of the company's revenue structure and gradually improve its financial performance. Its long-term value is highly anticipated.
The Chinese government has been vigorously promoting “anti-involution”
The Chinese government has recently been vigorously promoting “anti-involution” policies, targeting malicious price competition in industries such as solar energy, steel, and electric vehicles. This move marks an important shift in China’s economic policy. Over the past three years, the Producer Price Index has continued to decline, indicating that deflationary pressures have severely eroded corporate profitability. The government is attempting to guide enterprises from price competition to quality competition through capacity controls and revised bidding rules, promoting industrial consolidation and upgrading. From a macroeconomic perspective, if this policy can be successfully implemented, it will help improve corporate profit levels, stabilize inflation expectations, and establish more sustainable competitive advantages for China in the global industrial chain. However, its effectiveness still requires time to verify.
Southbound Stock Connect recorded a net inflow of HKD 7.05 billion on Monday. Dongfang Electric (1072) saw the largest net inflow, reaching HKD 1.09 billion, followed by China Construction Bank (939). Meituan (3690) recorded the fastest net outflow of HKD 790 million, followed by Xiaomi Group (1810).
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.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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