Today's Important News Review | Dolphin Research

0614 Dolphin Focus:

🐬 Macro/Industry

1. According to the latest data released by the China Association of Automobile Manufacturers, the sales of new energy vehicles in May reached 955,000 units, a year-on-year increase of 33.3%, with a market share of 39.5%.

🐬 Individual Stocks

1. $Bilibili(BILI.US)

Bilibili's heavyweight strategy game (SLG) "Three Kingdoms: Fate Conquering the World" started public beta testing yesterday (13th). On the day of the game's public beta, it ranked second on the overall free games list and fourth on the best-selling list in the Chinese App Store. Bilibili's game revenue was not good in the first quarter, relying on old games to support it. The most hopeful games in the third quarter are "Three Kingdoms: Fate Conquering the World" and "Flaming Sky", which are also important factors for whether Bilibili's Q3 games can achieve growth as scheduled. The popularity of "Three Kingdoms" has brought some confidence boost, with Bilibili's US stocks rising more than 7% last night and Hong Kong stocks rising against the trend today.

2. $XIAOMI-W(01810.HK)

Xiaomi's car division announced that as of yesterday, the cumulative deliveries of Xiaomi SU7 have exceeded 20,000 units; the monthly deliveries in June will exceed 10,000 units, and the annual delivery target is to ensure 100,000 units, aiming for 120,000 units. Currently, the locked order volume data of Xiaomi SU7 is steadily increasing, putting considerable pressure on Xiaomi's car factory. At present, the delivery cycle of Xiaomi's cars still remains at around 30 weeks, and production capacity issues are still the most pressing problem at present.

🐬 Leading Sectors

Shanghai and Shenzhen: Consumer finance, communication equipment, electronic components;

Hong Kong: Tobacco, diversified support services, electronic components;

US: Computer and electronics retailers, semiconductor manufacturers, agricultural machinery.

🐬 Focus for Next Monday

1. Year-on-year growth of China's industrial value added above designated size, year-on-year total retail sales of consumer goods in China.

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