Today's Key News Review | Dolphin Research
0921 Dolphin Research Focus:
🐬 Macro/Industry
1. Guangzhou has prioritized the release of a notice optimizing the stable and healthy development of the real estate market. This signifies the relaxation of purchase restrictions entering first-tier cities. Stimulated by this positive news, most real estate stocks in the Hong Kong stock market rallied today.
🐬 Individual Stocks
1. $ BYD COMPANY.HK
BYD's high-end brand, YANGWANG, officially launched its first model, the YANGWANG U8. The luxury version is priced at 1.098 million yuan, consistent with the pre-sale price. This strategy differs slightly from the recent trend of official launch prices being lower than the pre-sale prices. The YANGWANG U8 emphasizes ultimate safety and technological features, exuding a high-end and luxurious appeal. The first batch of YANGWANG U8 luxury versions will be delivered to customers starting in late October.
2. $ NIO-SW.HK
At the NIO IN 2023 NIO Innovation and Technology Day, NIO Phone, NIO's smartphone, made its official debut. It is available in three versions: Performance Edition, Flagship Edition, and EPedition, priced at 6,499 yuan, 6,899 yuan, and 7,499 yuan, respectively. Delivery will begin on September 28. Additionally, NIO announced the mass production of its first self-developed chip, the "Yang Jian" laser radar control chip, in October. By using self-developed chips, NIO can better control the supply chain, improve production efficiency, and provide stronger support for continuous upgrades and optimizations of its vehicles.
🐬 Leading Sectors
Shanghai and Shenzhen: Cable equipment, wide area network equipment, testing and measurement equipment;
Hong Kong: Internet and data services, other retail, electronic security equipment;
US Stocks: Electronic equipment manufacturing, real estate investment and services, audio electronics manufacturing.
🐬 Focus for Tomorrow
1. US Markit Manufacturing PMI Flash, US Markit Services PMI Flash;
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