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Today's Key News Review | Dolphin Research

0331 Focused Highlights:

🐬 Macro/Industry

1. China's official manufacturing PMI in March was 51.9, slightly higher than expected; non-manufacturing PMI was 58.2, and the comprehensive PMI output index was 57.0. All three indexes have been in the expansion zone for three consecutive months, indicating that the economy is still stabilizing and recovering.

🐬 Stocks

1. $JD.com.US

Following in the footsteps of Alibaba, JD.com will also welcome its "IPO boom". JD.com announced yesterday on the Hong Kong Stock Exchange that it plans to spin off JD Logistics and JD.com Health into independent listings on the main board of the Hong Kong Stock Exchange. Following Alibaba's spin-off plan, JD.com is also striving to catch up. Stimulated by good news today, JD.com's stock rose more than 7% at the opening. Liu Qiangdong's capital layout has further expanded. After the two companies are listed, he will hold shares in seven listed companies.

2. $AT & T.USencent Holdings.HK

Tencent's Senior Executive Vice President, Tang Daosheng, stated that Tencent is developing a ChatGPT chatbot, which may be integrated into QQ, WeChat, or Tencent Cloud to serve B-end users; In addition, Tencent AI's intelligent creation assistant, "Tencent Zhiying", has been launched on WeChat's mini-programs, providing functions such as virtual digital people, text dubbing, intelligent watermark removal, article-to-video conversion, template creation, and online video editing. Since its release, ChatGPT has been the darling of the market. Now Tencent has joined the battle, and the smoke of the AI race is getting thicker.

3. $Macys.USeituan.W

Meituan announced that it will launch the "Meituan Enterprise Edition" for the To B market soon, targeting the corporate consumption track, providing services such as takeaway, business banquets, and corporate travel. It claims to have already cooperated with over 10,000 companies. Today, enterprises are increasingly in need of cost control, and Meituan Enterprise Edition has accurately targeted the pain points and made a precise attack. However, it still needs time to prove its ability to stand out from the fierce market competition.

4. Core Focus: Financial reports and minutes

Moutai: Moutai Safeguard, Moutai's "Fixed Sea Needle" is Here to Stay

China International Travel Service: China International Travel Service Endures a Period of Difficulties, But is a Turnaround in Sight?

XD Inc.: XD Inc.: Taptap Fell Short, Saying "XD Inc." is Not Easy , The Lessons Learned in The Past Three Years: No False Promises, Talk About Landing (Minutes of the XD Inc. Conference Call for 2H22) Time Electric: CRRC Times Electric: Overcoming the Risks of Rail Transit, Bringing New Energy to the Old Industry

🐬Leading Sectors

Shanghai and Shenzhen: Healthcare support services, financial software and services, home and office software;

Hong Kong: Electronic and entertainment retail, manufacturing equipment and services, internet hosting services;

US: Other communication equipment, electronic and entertainment retail, business and office equipment.

🐬Tomorrow's Focus

1. China Caixin Manufacturing PMI;

2. Final Value of the US Markit Manufacturing PMI; US ISM Manufacturing PMI.

⚠️ In the above text, the Dolphin team covers the research on the companies in red. You can search for "Dolphin Investment Research" in the Longbridge App (click here to download), and then search for the corresponding company name to get the complete research collection of the company (including the company's past performance summary).

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