HTSC(SH:601688) 智通财经网·2025-04-23 01:37Company News - China Mobile reported Q1 operating revenue of 263.8 billion yuan, a year-on-year increase of 0.02%, and a net profit of 30.6 billion yuan, up 3.45% year-on-year [4] - ZTE Corporation achieved Q1 revenue of 32.968 billion yuan, a year-on-year increase of 7.82%, while net profit decreased by 10.5% to 2.453 billion yuan [5] - Tsunami Machine Tool China announced a profit warning, expecting annual net profit attributable to shareholders to be approximately 782 million yuan, a year-on-year increase of about 60% [6] - Zhejiang Shibao reported Q1 revenue of 718 million yuan, a year-on-year increase of 45.47%, and net profit of 48.735 million yuan, up 123.77% year-on-year [6] - Chongqing Steel reported Q1 revenue of 6.614 billion yuan, a year-on-year decrease of 14.51%, with a net loss of 117 million yuan, narrowing by 64.82% year-on-year [6] - Pop Mart's overall revenue in Q1 grew by 165%-170% year-on-year, with China revenue increasing by 95%-100% and overseas revenue rising by 475%-480% [6] - Datang Power completed approximately 60.3232 billion kWh of electricity generation in Q1, a year-on-year increase of about 0.76% [7] - Weilang Delicious plans to invest approximately 1 billion yuan in a new snack food production base in Nanning [8] Industry Insights - Huatai Securities remains optimistic about the relative performance of Hong Kong stocks, citing low market capitalization of export chains and midstream manufacturing companies sensitive to tariffs, along with continued support from technology company earnings [2] - Galaxy Securities notes that the impact of tariffs on the economy will depend on the outcomes of tariff negotiations and implementation, while China's macro policies are expected to strengthen counter-cyclical adjustments to mitigate external shocks [2] - The International Monetary Fund has downgraded the global economic growth forecast for 2025 from 3.3% to 2.8%, with a projected growth of 3% for 2026, attributing this to the impact of U.S. tariff measures and policy uncertainties [3] - The Ministry of Industry and Information Technology is soliciting opinions on the "Cloud Computing Comprehensive Standardization System Construction Guide (2025 Edition)", aiming to establish over 30 national and industry standards by 2027 to enhance the cloud computing industry's standard system [3] - The Ministry of Industry and Information Technology and the National Standardization Administration have issued guidelines for the construction of a national intelligent manufacturing standard system, targeting the formulation of over 100 national and industry standards by 2026 [3]