HU-SZIG@EC2606A

Schroders PLC Increases Holding of Sino Group to 8.03%

Citibank Report: Nike Sees Low Single-Digit Decline in Q3 FY2026 Shenzhou International Aims for High Single-Digit Sales Growth

Morgan Stanley Report Suggests Undervaluation of Shansoh International, Recommends Buy

Shenzhou Knitting Acquires Shenzhou Real Estate's Leased Asset

Citi Downgrades Sunvalley's Profit Forecasts but Maintains 'Buy' Rating

Guosheng Securities Maintains Buy Rating for Shenzhou International, Anticipates Healthy Revenue Growth in 2026

Daiwa Report: Confidence in Sintai International's Order Status Boosted, Maintains Buy Rating

Guoyuan International Maintains BUY Rating for Shenzhou International and Raises Target Price

Schroders PLC Increases Holdings in Sinao International by 1.7474 million shares

SinoTex International Receives BB Rating with ESG Sub-Category Scores Revealed

West China Securities Reports: Sunny Optical Revenue and Profit Growth in H1 2025

China Galaxy Securities Initiates Coverage with a Buy Rating on Shenzhou International

Chairman of Shenzhou International Ma Jianrong Buys HKD 15 Million Stocks at HKD 49.85

Sunvalley International Sees 15.3% Revenue Growth in H1 2025 but Gross Margin Declines

East China Securities Reports: Sunny Optical Group Sees Revenue and Net Profit Growth in H1 2025

DBS Raises Target Price for Sunny Optical to HKD67.5 and Upgrades to Buy

Nomura Reiterates Buy Rating on Shenzhou International with Target Price Adjusted to HKD 80

BofA Securities Cuts Sunvalley International's Earnings Forecast But Maintains Buy Rating

CICC Maintains Outperform Industry Rating for Saisun International and Raises Target Price

TIMES UNI GP

CENTURY GINWA

STARGLORY HLDGS

RIDGE OUTDOOR

SYNAGISTICS

PROSP INV HOLD

HING LEE (HK)

ELEGANCEOPTICAL

CH ENV TECH&BIO

SHANGHAI QINGPU

688981

02313

00981

JP Morgan listed the companies affected by the appreciation of the RMB on the earnings of Chinese stocks, indicating that a 5% appreciation of the RMB against the USD will negatively impact the net profits of several companies. The affected companies include SHENZHOU INTL, Super Ocean International, SMIC, USISH, COWELL, Longi Green Energy, SINOCERA MATERIAL, Zhejiang Dingli, Sany, XCMG, WUXI BIO, WUXI XDC, Jereh Holdings, and Sinopec Oilfield Service, with an expected impact range of 7% to 15%

AASTOCKS

SMIC

A BOS RMB MM-R

SHENZHOU INTL

Sany

A BOS RMB MM

WUXI XDC

SINOCERA MATERIAL

A VP RMB MM

WUXI BIO

USISH

COWELL

XCMG

JP Morgan lists the Chinese stocks that are most negatively impacted by the appreciation of the RMB (Table)

01299

00700

09888

09988

On February 5th, during the Hong Kong stock market session, the three major indices retreated from their highs. The Hang Seng Index, Hang Seng Tech Index, and the China Enterprises Index were unable to maintain the new highs from the previous day, and the market as a whole entered a consolidation phase. There was significant sector differentiation, with the financial sector performing relatively weakly, while there was notable internal differentiation within the technology and consumer sectors. Tencent Holdings fell by 1.88%, Ping An Insurance dropped by 1.87%, Meituan rose slightly by 0.49%, Baidu Group increased by 1.82%, and SHENZHOU INTL gained 3.43%. Some small-cap stocks surged significantly, highlighting the trend of capital differentiation. On the macro front, the market is highly focused on signals of economic recovery, macro data, and policy expectations

- As of February 5, Hong Kong stocks showed a downward trend, with major indices declining from recent highs, impacting investor sentiment.  
- The Hang Seng Index fell 0.57% to 26,694.57 points, while the Hang Seng Tech Index and the National Enterprises Index experienced similar declines.  
- Market focus is on economic recovery indicators, including macro data on exports and unemployment, while significant stock movements are seen in companies like Jiu Rong Holdings, which surged 36.36% amidst market speculation.

Market Heartbeat

PING AN

TENCENT

BIDU-SW

SUNNY OPTICAL

JIU RONG HOLD

JD-SW

MODERN LAND

MACAU E&M

KAISA HEALTH

NEWLINK TECH

BABA-W

XIAOMI-W

FI2 CSOP HSI

FI CSOP HSI

CSOP HS TECH

FL2 CSOP HSI

Hong Kong stock market intraday | Hang Seng Index retreats, financial sector leads decline, SHENZHOU INTL surges over 60%, individual stocks fluctuate

BABA

TCEHY

Daiwa released a report listing the preferred stocks in the Hong Kong and A-share markets, including Tencent, SHENZHOU INTL, WEICHAI POWER, CHINA RES LAND, Alibaba, Midea Group, NAURA, CATL, Hengrui Pharma, Montage Technology, and TRIP.COM

Alibaba

WEICHAI POWER

NAURA

CATL

Tencent

CHINA RES MIXC

TRIP.COM-S

CHINA RES LAND

Montage Technology

Hengrui Pharma

Midea Group

Daiwa lists its top picks for Hong Kong stocks (Table)

SHZHY

Shenzhou International (2313.HK) has recently shown a continuous downward trend at the daily level. Yesterday, the K-line closed below the 5-day and 10-day moving averages, and the MACD indicator further formed a death cross and amplified the green bars, reflecting a sustained outflow of market funds in the short term, with a dominant bearish atmosphere. The textile and apparel sector, where Shenzhou International is located, is overall performing poorly, and the adjustment of industry leaders has significantly impacted the sector's capital activity, resulting in weak market support. The current stock price has repeatedly tested the support near the six-month and annual moving averages but has failed to stabilize effectively, indicating that the weak pattern remains. If today's intraday trading breaks below the previous low and important support, the market may face a new round of downward pressure. 

From a fundamental perspective, although Shenzhou International has certain competitive advantages in the industry, the slow progress of external demand recovery and the incomplete release of cost pressures have led to insufficient market confidence in its short-term performance recovery. In addition, the sector rotation effect has weakened, and as a heavyweight stock, Shenzhou International has faced significant capital outflow pressure. Technically, attention should be paid to the six-month moving average and previous low support during the day. If a large amount of capital follows suit in selling, it will further open up downward space for the trend. 

In terms of strategy, short-term investors are advised to focus on defensive measures, closely monitor changes in intraday trading volume and the stabilization of support zones, and avoid rash bottom-fishing without significant rebound signals. Medium to long-term investors may consider the marginal improvement of the company's fundamentals and signals of industry prosperity turning points before making any layout decisions. Overall, Shenzhou International is unlikely to have an independent market performance in a weak market, and right-side trading should be approached with caution and patience

Technical Forecast

Shenzhou International

Morning Trend | SHENZHOU INTL pulls back to support, is a downward trend coming in a sluggish sector?

Shenzhou International Group Holdings Limited will hold a board meeting on March 30, 2026, to approve its annual results for the financial year ending December 31, 2025, and to consider the final dividend declaration. This meeting is part of the company's regular financial governance process.

Reuters

Shenzhou International Board to Approve Annual Results and Consider Final Dividend

TCTZF

Jianyin International and Pudong Development Bank International respectively released their key focus stock lists for 2026 and next year. Jianyin International's top ten focus stocks include Alibaba, Tencent, SMIC, etc., while Pudong Development Bank International focuses on stocks such as Tencent, Alibaba, and Sea

Tencent Holdings Limited

Comprehensive List of Preferred Hong Kong Stocks by Brokerages in "Outlook" (Jianyin International, Puyin International) (Table)

Citi published a research report stating that although Nike's management has guided for a low single-digit decline in sales for the third fiscal quarter, which is slightly negative for ODM suppliers like Shenzhou, it remains optimistic about Shenzhou's market share growth in new product areas. Shenzhou's management expects sales in the second half of 2025 to record a mid-single-digit increase, lower than the previous forecast of a high single-digit increase. Citi predicts that Nike's sales orders for Shenzhou will remain flat in 2026, with Shenzhou's sales expected to record a high single-digit increase in 2026, giving Shenzhou a "Buy" rating with a target price of 94 yuan

Citi expects Shenzhou's sales to record a high single-digit growth next year

Shenzhou International Group Holdings Limited announced the acquisition of a lease asset by its subsidiary, Ningbo Shenzhou Knitting Co., Ltd., from Ningbo Shenzhou Properties Co., Ltd. The transaction requires reporting under Hong Kong Listing Rules but not independent shareholders’ approval. The news was generated by Public Technologies using AI and is for informational purposes only.

Shenzhou International Announces Connected Lease Asset Acquisition

06616

MPNGY

03690

The Hang Seng Index closed at 25,872 points, down 63 points; the Hang Seng Tech Index closed at 5,604 points, down 11 points. SHENZHOU INTL fell over 4%, while GLOBAL NEW MAT reached a new high. Among the actively traded heavyweight stocks, Ping An rose 2.7%, Xiaomi rose 1.5%, while Meituan, Tencent, Alibaba, and China Construction Bank all experienced varying degrees of decline

GLOBAL NEW MAT

Meituan

MEITUAN

The Hang Seng Index closed at 25,872 points, down 63 points; the Hang Seng Tech Index closed at 5,604 points, down 11 points. SHENZHOU INTL fell over 4%, and GLOBAL NEW MAT reached a new high

The Hong Kong stock Hang Seng Index opened down 102 points, with technology stocks generally weak, Techtronic Industries falling over 2%. The Hang Seng Tech Index opened down 23 points, with technology stocks like Alibaba and Tencent opening down 0.8% to 1.1%. Financial stocks such as HSBC opened down 0.3%, while Hong Kong Exchanges and Clearing and AIA opened down 1% and 0.9%, respectively. Among domestic property stocks, China Overseas opened up 0.2%, while export stocks Techtronic Industries and Shenzhou International opened down 2.2% and 1.9%

Techtronic Industries

TECHTRONIC IND

HSBC

HSBC HOLDINGS

"Hong Kong Stocks" Hang Seng Index opened 102 points lower, technology stocks are weak, Techtronic Industries fell over 2%

NVDA

01530

XPEV

09868

300274

Jiangyin International released a report, pointing out that Hong Kong stocks are expected to welcome a year-end rally in December, with attention needed on the Central Economic Work Conference, the Federal Reserve's interest rate meeting, and year-end institutional portfolio adjustments. The bank recommends the following stocks for December investment: Champion REIT, NVIDIA, XPENG-W, 3SBIO, SHENZHOU INTL, and Sungrow Power Supply, all rated as "Buy."

NVIDIA

3SBIO

XPeng

XPENG-W

Sungrow Power Supply

"Major Banks" CMB International lists the stock recommendation list for December (Table)

Guoyuan Securities (HK) has maintained a Buy rating on Shenzhou International Group Holdings, setting a price target of HK$91.90. The company's shares recently closed at HK$72.10. The analyst consensus is a Strong Buy with an average price target of $10.12.

Tip Ranks

Shenzhou International Group Holdings (SZHIF) Receives a Buy from Guoyuan Securities (HK)

HU-SZIG@EC2606A(18707.HK)

JP Morgan lists the Chinese stocks that are most negatively impacted by the appreciation of the RMB (Table)

Hong Kong stock market intraday | Hang Seng Index retreats, financial sector leads decline, SHENZHOU INTL surges over 60%, individual stocks fluctuate

Daiwa lists its top picks for Hong Kong stocks (Table)

Morning Trend | SHENZHOU INTL pulls back to support, is a downward trend coming in a sluggish sector?

Shenzhou International Board to Approve Annual Results and Consider Final Dividend