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A-share oil and gas concept stocks opened actively, with Zhunyou shares hitting the daily limit, followed by Tongyuan Petroleum, Keli Shares, Zhongman Petroleum, and Shouhua Gas.

2025-09-24

A-share oil and gas concept stocks opened actively, with Zhunyou shares hitting the daily limit, followed by Tongyuan Petroleum, Keli Shares, Zhongman Petroleum, and Shouhua Gas.

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2025-09-24

International 1. S&P Global: PMI data shows continued output growth, but future production faces some downside risks. 2. Capital Economics: Japanese stocks may withstand the test of the Bank of Japan's ETF sales. 3. JPMorgan Chase: Foreign investors

International 1. S&P Global: PMI data shows continued output growth, but future production faces some downside risks. 2. Capital Economics: Japanese stocks may withstand the test of the Bank of Japan's ETF sales. 3. JPMorgan Chase: Foreign investors in Japanese stocks may increase foreign exchange hedging, which could trigger a further sell-off of the yen. Domestic 1. Huatai Securities: Optimistic about the medium- and long-term valuation opportunities in the securities sector. 2. CITIC Construction Investment: A slowly rising trend is emerging in the long-term interest rate center. 3. CITIC Securities: Leading decentralized long-term rental apartment companies have significant development opportunities. 4. CITIC Securities: Live cattle prices still have room to rise. 5. CITIC Securities: Actively monitor ready-to-drink beverage brands with potential growth in overseas markets. 6. CITIC Securities: The textile manufacturing sector is gradually recovering from the short-term trough caused by US tariff disruptions. 7. CICC: SST is reshaping the future AIDC power supply architecture and we are optimistic about related leading manufacturers. 8. Guosheng Securities: Firmly optimistic about the future of the coal sector. 9. Galaxy Securities: We recommend seizing the opportunity to invest in the airport sector from the bottom. 10. Huatai Securities: The rush to install photovoltaics is driving both volume and profit growth across the industry chain, and we are optimistic about the steady progress of the "anti-involutionary" policy.
2025-09-24

RBI bulletin: GST reforms should lower retail prices and strengthen drivers of consumption growth.

RBI bulletin: GST reforms should lower retail prices and strengthen drivers of consumption growth.
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