<Research>G Sachs Lists CN Stocks that Could Benefit from More Meaningful Policy Easing Stance in CN (Table)
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2025/04/14 04:10 GMT
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Goldman Sachs released a report on the Chinese market listing Chinese stocks that could benefit from a more meaningful policy easing stance in China. All of them were rated as Buy:

(I) Support to Exporters
Gree (000651.SZ)  +0.560 (+1.270%)  
ANTA SPORTS (02020.HK)  +0.050 (+0.055%)    Short selling $239.24M; Ratio 28.204%  
LENOVO GROUP (00992.HK)  +0.080 (+0.892%)    Short selling $99.53M; Ratio 24.536%  
Zhongji Innolight (300308.SZ)  +1.200 (+0.935%)  
BYD ELECTRONIC (00285.HK)  +0.400 (+1.347%)    Short selling $64.77M; Ratio 16.540%  
SHENZHOU INTL (02313.HK)  +0.400 (+0.766%)    Short selling $77.13M; Ratio 37.591%  
HAIER SMARTHOME (06690.HK)  +0.250 (+1.111%)    Short selling $66.81M; Ratio 16.926%  
MIDEA GROUP (00300.HK)  +0.150 (+0.201%)    Short selling $341.70M; Ratio 35.067%  
BOSIDENG (03998.HK)  +0.090 (+1.961%)    Short selling $49.26M; Ratio 33.524%  

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(II) Imports Substitution
Jiangsu Hengrui (600276.SH)  +0.180 (+0.349%)  
Mindray (300760.SZ)  +1.310 (+0.580%)  
NAURA Tech (002371.SZ)  +3.210 (+0.758%)  
Wanhua Chemical (600309.SH)  -0.210 (-0.393%)  
HANSOH PHARMA (03692.HK)  +0.250 (+0.901%)    Short selling $118.32M; Ratio 32.930%  
Haid Group (002311.SZ)  +1.010 (+1.720%)  
CSPC PHARMA (01093.HK)  +0.010 (+0.131%)    Short selling $246.37M; Ratio 14.362%  
SUPCON (688777.SH)  -0.140 (-0.327%)  
Huagong Tech (000988.SZ)  +0.270 (+0.617%)  

(III) Government Spending
Kweichow Moutai (600519.SH)  +2.660 (+0.187%)  
Wuliangye (000858.SZ)  +2.280 (+1.944%)  
Luxshare Precision (002475.SZ)  +0.490 (+1.498%)  
Yili (600887.SH)  +0.210 (+0.758%)  
NONGFU SPRING (09633.HK)  +0.100 (+0.261%)    Short selling $73.58M; Ratio 23.603%  
AMEC (688012.SH)  -1.300 (-0.752%)  
Montage Tech (688008.SH)  +0.270 (+0.332%)  
HWORLD-S (01179.HK)  +0.300 (+1.163%)    Short selling $12.97M; Ratio 29.697%  
United Imaging (688271.SH)  +1.340 (+1.054%)  
MENGNIU DAIRY (02319.HK)  +0.140 (+0.865%)    Short selling $45.94M; Ratio 14.752%  
Shennan Circuit (002916.SZ)  -3.340 (-3.256%)  

(IV) Property & Infrastructure
CHINA RES LAND (01109.HK)  -0.100 (-0.375%)    Short selling $78.12M; Ratio 19.555%  
BEKE-W (02423.HK)  +0.250 (+0.532%)    Short selling $171.13M; Ratio 44.761%  
Inovance Tech (300124.SZ)  -0.100 (-0.161%)  
CHINA OVERSEAS (00688.HK)  +0.200 (+1.515%)    Short selling $84.58M; Ratio 30.911%  
Sanhua (002050.SZ)  -1.170 (-4.479%)  
CHINA RES MIXC (01209.HK)  -0.400 (-1.050%)    Short selling $33.03M; Ratio 26.259%  
LONGFOR GROUP (00960.HK)  -0.090 (-0.969%)    Short selling $47.71M; Ratio 14.458%  
BNBM (000786.SZ)  +0.120 (+0.465%)  
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-20 16:25.) (A Shares quote is delayed for at least 15 mins.)

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<Research>G Sachs Lists CN Stocks that Could Benefit from More Meaningful Policy Easing Stance in CN (Table)
Goldman Sachs released a report on the Chinese market listing Chinese stocks that could benefit from a more meaningful policy easing stance in China. All of them were rated as Buy:...
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