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China and Hong Kong Stock Pick (April 2025)

The US-HINA Trade War has left any kind of reliability when only Alt-Finance or Alt-Media site reports over the past month.

πŸ’» China sent a secret delegation to Washington. (Zero Ed) πŸ—ƒοΈ

And now, Ft. Thank you We will find that there is a surrender of China to thank all of this.

Remember that on April 25, we reported something I didn’t have any other American media outletsThat is, A The Chinese delegation found that they entered the Treasury. ” At a meeting secretly hidden in China “You need to delete all photos. “

Everything except below:

Naturally, we suggested that this is a prelude to China. Olive branch for Trump administrators in the US soil I hope to reach trade transactions, and speculates that TDS-crowd turns upside down.

It turns out that we were right FT writesThe first meeting to break the US-HINA trade deadlock was held in the basement of the IMF headquarters almost three weeks ago and was under the cover of the secret. “

And Zerohedge is giving more glory about what’s right about others.

πŸ’» Fake news about “empty port, empty shelf” (Zero Ed) πŸ—ƒοΈ

About a month ago, as stocks fell, economists predicted that when they flocked to the sliding market by doing their best work, the economic forecast (especially Goldman Sachs) drove out the price (the lowest price) that drove the ridiculed movement at the time, and predicted that it would have taken a month a month, and the foundation would be at once. I predicted it.

And they also did not supply words about corporate media.

For this reason, the leftist attempt to focus on importing China and cause a wide panic was very stupid. And why we forced the media to expand the claim to a foolish ratio until we got a CNN story. “China’s zero ships are headed for California’s best port. “

And here we drew the line because we needed about 10 seconds of Google Search on the following marine tracking website. Marine traffic To find out this Gunfire. And it’s most noteworthy that CNN didn’t even think that all readers were an absolute fool for lying on pushbacks.

However, the same business media has published interesting and long works for the trade war.

πŸ’» Poor communication devices found in China’s solar mover (Reuters)

  • Rogue communication devices found in Chinese solar inverters

  • The unplased cellular radio is also found in the Chinese battery.

  • The United States says it continues to evaluate the danger with emerging technology.

  • We are trying to integrate ‘trusted equipment’ into the grid

and:

In February, two US Senators introduced this Separated from foreign altitude battery dependenceDue to national security issues, from October 2027, some Chinese organizations have been banned from the Ministry of Land and Security.

The bill was referred to the National Security and Government Problems Committee on March 11 and has not been enacted yet.

Washington aims to prevent the Department of Homeland Security from procuring the battery of six Chinese companies, and Washington says it is closely related to the Chinese Communist Party. Hyundai Amperex Technology Co. LTD. (CATL) (She: 300750)),,, Company (She: 002594 / HKG: 1211 / SGX: beam / otcmkts: Be / Be)),,, Conceive energy,,, EVE ENERGY CO LTD (She: 300014)),,, Hithium Energy Storage Technology Companyand GOTION HIGH-TECH CO (She: 002074 / at: 24U0)).

Chinese stocks are probably rational to focus on domestic plays with DBS sculptures.Customs Hiking: See the Domestic Brand -Consumer Division πŸ—ƒοΈ) Revelation:

Also, “SOLID OWNATS Plays” play:

Please pay attention China, Hong Kong and Macau stock index also Nearly 400 shares are listed.

Chinese stocks with some of the providers of this post are applied:

(Note: The table of container tables created in the desktop browser appears to the left side of each stock.

πŸ‡¨πŸ‡³ ChinaWuxi Apptec,,, Shenzhen Mindray Bio-Medical Electronics,,, Luckin Coffee,,, Company,,, Shanghai United Imaging Health Care,,, Jiangsu Hengli hydraulic,,, China Pacific Insurance (Group) (CPIC),,, inside wall,,, Zhejiang dingli machine,,, Wing Tech Technology,,, BYD Electronic International Co LTD,,, Ah Kanso,,, Insurance,,, A great wall motor,,, Guangzhou Motor Group (GAC Group),,, New oriental education,,, ZTE,,, Zhongji Innolight Coll,,, Kanzhun LTD,,, Industrial,,, xtep,,, IQIYI,,, Innoscience (suzhou) technology,,, Tongcheng Travel Holdings,,, PICC P & C,,, Baidu,,, Anta Sports Products,,, BOE VARITRONIX,,, Ubtech Robotics Corp,,, Jd.com,,, J & T Global Express,,, Alibaba,,, Naaura technology,,, XTALPI Holdings,,, Binjiang service group,,, Yonyou Network Technology,,, New Hope Service Holdings,,, Sanni heavy equipment international Holdings,,, Intron technology,,, MAXSCEND MICROELECTRONICS,,, JIUMAOJIU International Holdings,,, Tongda Group Holdings It was. CSPC Pharmaceutical Group

Hong Kong stocks are as follows (and many of them have good dividend yields).

(Note: Some DBS Insights may be limited depending on the access position or browser for direct sculptures.)

Hong KongAIA Group LTD,,, Hutchison Port Holdings Trust,,, Hong Kong exchange and liquidation LTD,,, Wh group ltd,,, Television Broadcasting LTD,,, International Holdings LTD,,, Sun Hung Kai Properties LTD,,, China Overseas Land and Investment LTD,,, Hong Kong Land Holdings LTD,,, SANDS CHINA LTD,,, CK Asset Holdings LTD,,, China Overseas Grand Ocean Group LTD,,, LUK FOOK HOLDINGS (International) LTD,,, Stella International Holdings LTD,,, Sunlight Real Estate Investment Trust,,, EVA Precision Industry Holdings,,, Prada Spa,,, Budweiser Brewery Company APAC LTD,,, Galaxy Entertainment Group LTD It was. Henderson Land Development Co LTD

furthermore, CMB International Capital CorporationEntirely China Merchants Bank (SHA: 600036 / HKG: 3968 / otcmkts: brick / otcmkts: Cihhf), There is a monthly list 20+ High convicted inventory ideas -In that, Chinese stock selection (see our reference 2023May,,, June,,, July,,, August,,, September,,, October,,, November It was. december; 2024January -February,,, March,,, april,,, May,,, June,,, July -August,,, September,,, October,,, November It was. december; 2025january,,, february It was. March Posts that summarize them) But this list does not change too much every month. Stocks guaranteed by CMBI April 2025 Lists (additional and deleted) and this post include statistics and charts updated.

Gary car,,, xpeng,,, Zoomlion Heavy Industries,,, Anta Sports Products,,, Luckin Coffee,,, Yum china,,, Proya CosmeticsChinese resource beverage holdings (Cr drink), Beigein,,, Biological innovation,,, PICC P & C,,, Alibaba,,, Tencent,,, Kuaishou technology,,, Trip.com,,, Green Town Service Group,,, Xiaomi,,, BYD Electronic International Co LTD,,, Naaura technology,,, Batelab CO,,, Semiconductor co LTDSalesforce, Zhongji Innolight Coll,,, Wuxi Apptec It was. China Pacific Insurance (Group) (CPIC)

And as always, this post is Only for information purposes (And to make your life easier…). Investment advice and/or recommendations are not configured…

πŸ”¬ Research analysis (including articles/blog posts such as fund managers); πŸŽ₯ video; πŸŽ™οΈ Podcast; 🎬 Wevina; πŸ“° Newspaper/Magazine article; πŸ“― press release; πŸ’» Substack/Blog/website article; βœ… Our own post; πŸ—ƒοΈ Stored article; ⏰ Coming web seminars or events; ⚠️ Disclosure or limited access based on your location, investor status, etc.; πŸ‡Ό Wikipedia pigs; 🏷️ Tag link to other posts about stocks.

China, Hong Kong and Macau stock index

Frontier and emerging market stock index

πŸ”¬ Wuxi Apptec (603259 CH) -If you want to explore macroscopic uncertainty with a good start at 1Q25 (CMB International) 04-30-2025 ⚠️

πŸ”¬ MINDRAY (300760 CH) (CMB International) 04-30-2025 ⚠️

πŸ”¬ Luckin Coffee (Lkncy US) -The management is cautious but long -term stories (CMB International) 04-30-2025 ⚠️

πŸ”¬ Company Report: BYD Company (01211 HK): 1Q2025 Line results with expectations with strong export performance; Keep “purchase” (Goot Junan International) $ 04-30-2025 ⚠️

πŸ”¬ BYD (1211 HK/002594 CH) -1Q25 acquired (CMB International) 04-28-2025 ⚠️

πŸ”¬ Note Flash: BYD Company (01211 HK): 1Q2025 results exceeded expectations. New plans of cash dividends and bonus stocks to compensate for shareholders (Goot Junan International) $ 04-23-2025 ⚠️

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