Dahua Jixian has published a strategy report for the China mainland and Hong Kong markets, with a target of 68 points for the MSCI China Index. It is bullish on csi China mainland consumer index, beneficiaries of policy support, structural growth of new productivity and artificial intelligence. The bank recommends 'increasing holdings' of durable consumer goods, information technology, and financial sectors, and recommends 'reducing holdings' of industrial, raw materials and utility sectors.

Stock│Investment Rating│Target Price(HKD).

ASMPT(00522.HK)│buy│HKD120

CMB(03968.HK)│buy│HKD44

China Resources Beer(00291.HK)│buy│HKD65.5

Contemporary Amperex Technology(300750.SZ)│buy│CNY250

COSCO SHIPPING Ports(01199.HK)│buy│HKD6.75

Foxconn Industrial Internet(601138.SH)│buy│CNY29.1

Geely (00175.HK)│buy│HKD13

Haidilao(06862.HK)│buy│HKD21.8

Haier Smart Home(06690.HK)│buy│HKD34.8

HKEX(00388.HK)│buy│HKD313

KE Holdings(02423.HK)│buy│HKD55

Lenovo Group(00992.HK)│buy│HKD13.5

Shenzhen Inovance Technology(300124.SZ)│buy│CNY75.5

Shenzhou International Group Holdings Limited Unsponsored ADR(02313.HK)│buy│HKD99.6

Tencent(00700.HK)│buy│HKD454

Ctrip.Com International-S(09961.HK)│buy│HKD556