In today's Brokerage morning meeting, HTSC pointed out that the recent Sector catalysts are intensive, continuing to recommend the Solid State Battery Industry Chain; Galaxy Securities expressed a Bullish view on listed companies related to the Apple chain affected by short-term tariff policies; Kylin Securities believes that AI applications are surging, presenting opportunities for sectors such as modules, controllers, and CDN.
On May 15, the Financial Association reported that the market rose yesterday under the influence of financial stocks, with the Chinext Price Index leading the rise and the Shanghai Composite Index returning to above 3,400 points. The total transaction amount in the Shanghai and Shenzhen markets was 1.32 trillion, an increase of 25.2 billion compared to the previous trading day. In terms of sectors, Insurance, Ports, Logistics, and Chemicals saw significant gains, while sectors like Photovoltaics, Precious Metals, Military Electronics, and Rail Transit Equipment experienced notable declines. By the close yesterday, the Shanghai Composite Index was up 0.86%, the Shenzhen Component Index up 0.64%, and the Chinext Price Index up 1.01%.
In today's Brokerage morning meeting, HTSC pointed out that the recent Sector catalysts are intensive, continuing to recommend the Solid State Battery Industry Chain; Galaxy Securities expressed a Bullish view on listed companies related to the Apple chain affected by short-term tariff policies; Kylin Securities believes that AI applications are surging, presenting opportunities for sectors such as modules, controllers, and CDN.
HTSC: Recently, the sector's catalysts have been intense, continuing to recommend the Solid State Battery Industry Chain.
HTSC pointed out that the 17th China International Battery Technology Exchange Conference/Exhibition (CIBF2025) will take place from May 15 to 17 in Shenzhen, focusing on Solid State Battery/fast charging/sodium batteries/battery safety/intelligent equipment/key materials, with a dedicated theme venue for Solid State Battery, which is the only product dimension with a full-day forum. At the same time, many lithium battery companies are expected to launch new products this week, which is speculated to be closely related to Solid State Batteries. Due to the recent intense catalysts in the Solid State Battery sector, continue to recommend the Solid State Battery Industry Chain.
Galaxy Securities: Bullish on listed companies related to Apple supply chain due to short-term tariff policy impacts.
Galaxy Securities believes that the temporary easing of tariff policies is favorable for companies in the electronic industry that export directly to the U.S., reducing costs associated with transshipment trade, and it also provides a window period for domestic Consumer Electronics companies to expand their exports. Bullish on related Apple chain listed companies impacted by short-term tariff policies, as well as leading domestic passive component manufacturers, optimistic about AI driving the upgrade of Consumer Electronics and the development of related terminal Hardware.
Kylin Securities: With the rapid rise of AI applications, sectors such as Modules, Controllers, and CDN are embracing opportunities.
KeenSight Securities pointed out that advancements in AI technologies such as voice recognition and image recognition have accelerated the development of AI toys. These toys, equipped with intelligent computing modules and cellular/Wi-Fi modules, achieve humanoid interaction capabilities. As edge AI models continue to optimize, the demand for intelligent computing and communication modules is likely to be released quickly. AI models serve as the foundation for embodied intelligence development. After pruning and quantization, small models perform outstandingly at edge terminals, and the demand for intelligent computing modules and controllers may gradually increase. AI applications are expected to create a demand for millisecond-level responses, and CDNs, through the deployment of edge node networks, are likely to enable computing power to be pushed down to the user end, achieving localized and lightweight data processing, which may continue to drive demand for CDNs.
