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Likes ReceivedToday's Important News Review | Dolphin Research
0702 Focus of Dolphin:
🐬 Macro/Industry
1. Last night, the latest sales data released by multiple new energy vehicle companies greatly exceeded expectations. Dolphin Jun mentioned in the morning report that Li Auto and XPeng both achieved quarterly completion within expectations, while the ones that truly outperformed were Nio and Leapmotor: Nio's sales will decline after the end of the BaaS promotion period implied by the company's guidance. However, with actual deliveries exceeding 20,000 vehicles in June, the slowdown in sales after the decline is not as fast as originally expected. On the other hand, Leapmotor has been consistently increasing sales month-on-month, breaking the 20,000 monthly sales mark for the first time in June. Attention is now on their ability to continue accelerating sales. As a result, the stock prices of new energy vehicle companies surged collectively today.
🐬 Individual Stocks
1. $MEITUAN(03690.HK)
Meituan Group officially launched "Instant Pickup," providing a digital dining experience where users can order online and pick up in-store without waiting in line. Currently, "Instant Pickup" has initially covered high-frequency consumption categories such as tea and coffee, with over 80,000 cooperating brand stores across more than 360 counties and cities nationwide.
2. $KUAISHOU-W(01024.HK)
Kuaishou E-commerce recently released its report on the closing of the 618 shopping festival. The data shows that during the full promotion period from May 20th to June 30th, the number of active selling merchants on the platform increased by 25% year-on-year, the number of new active small and medium-sized merchants increased by 47% year-on-year, the GMV of small and medium-sized merchants increased by 31% year-on-year, and the number of active selling categories increased by 39% year-on-year. It is worth noting that the overall shelf area has become a new growth point for Kuaishou E-commerce's overall operations, with the GMV of the overall shelf area increasing by 75% year-on-year and the GMV from searches increasing by 110% year-on-year. This year, the overall e-commerce data is under pressure, but Kuaishou's report is relatively positive.
🐬 Leading Sectors
A-shares: Automobile retailers, oil and gas exploration and production, trading and payment services;
Hong Kong stocks: Data processing and outsourcing services, fertilizers and pesticides, oil and gas exploration and production;
US stocks: Shipping ports - operators, automobile manufacturers, hardware storage and peripherals.
🐬 Focus for Tomorrow
1. China Caixin Services PMI;
2. US ADP Employment Change, US Trade Balance, US S&P Global Services PMI Final, US Factory Orders MoM, US ISM Non-Manufacturing PMI.
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