SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-15 02:23Group 1 - Nomura indicates that Meituan's food delivery business remains competitive in Q3 while maintaining its leading position, with an instant retail target of over 2 trillion yuan by 2030, and a stable landscape in the hotel and travel sector, although new businesses are contracting domestically and incurring losses overseas [1] - HSBC believes that consumer stimulation may become a key focus during the 14th Five-Year Plan, with foreign capital showing interest in AI, biotechnology, and electric vehicles, while sovereign funds from the Middle East are shifting their focus to Asia [1] - Alibaba's Gaode has launched a "Street Scanning Ranking" and issued 1 billion yuan in subsidies, aiming for a daily increase of 10 million customer flows, covering 7 million restaurants nationwide [1] - Taobao has restarted Koubei, collaborating with Gaode and Ele.me to promote group buying, planning to invest 1.4 billion yuan, with a target of reaching 5 million daily orders by the end of the year [1] Group 2 - Guolian Minsheng Securities points out that stocks in the Hong Kong technology sector with robotics concepts have significantly outperformed their peers, with nearly 70% of the top 30 automotive parts companies by mid-2025 being related to humanoid robotics, including Hengbo Co. and Jiuling Technology, both of which have seen increases exceeding 200%, indicating a strong driving effect of AI terminal carriers on Hong Kong technology stocks [2] - Minsheng Securities observes that the profitability in the technology sector is increasingly polarized in Q2 2025, but high-quality sectors like robotics show strong resilience, with the development rhythm of the industry chain comparable to the "computing power-carrier-application" three-stage evolution pattern of the 4G era, currently still in the early stages of computing power and model breakthroughs [2]