Guoxin Securities·2025-06-28 14:25Group 1: Core Insights - The report highlights the ongoing dual opening of capital markets, emphasizing the solid position of the Hong Kong Stock Exchange (HKEX) and its strategic advancements in connectivity, market vitality, and technological empowerment [2][3] - The report recommends several stocks across various industries, indicating a positive outlook for companies like Ningbo Bank and Muyuan Foods, which are expected to benefit from improved profitability and industry trends [2][3] Group 2: Financial and Valuation Summary - HKEX is projected to have an EPS of 12.17 in 2025 with a PE ratio of 34.61, indicating strong growth potential [3] - Ningbo Bank's EPS is expected to reach 4.27 in 2025 with a PE of 6.52, suggesting a favorable valuation as uncertainties diminish [3] - Muyuan Foods is anticipated to have an EPS of 3.57 in 2025 with a PE of 11.67, reflecting its position as a leading player in the pig farming industry [3] - Xiaoxiong Electric is expected to see an EPS of 2.34 in 2025 with a PE of 19.53, benefiting from a recovery in demand for small household appliances [3] - Aojie Technology is projected to have a negative EPS of -0.98 in 2025, with a high PE ratio of -77.13, indicating volatility in its earnings [3] - Dongfang Cable is expected to achieve an EPS of 2.48 in 2025 with a PE of 20.33, driven by significant growth in overseas revenue [3] - Anhui Heli is projected to have an EPS of 1.58 in 2025 with a PE of 11.27, benefiting from advancements in intelligent logistics [3] - Xinquan Co. is expected to have an EPS of 2.80 in 2025 with a PE of 16.86, supported by new product developments and overseas expansion [3] - Luoyang Molybdenum is projected to have an EPS of 0.71 in 2025 with a PE of 11.69, benefiting from rising cobalt prices [3]