刚刚！重磅利好，集中释放！

Core Viewpoint - Major blue-chip companies are releasing positive news, indicating potential investment opportunities in the Chinese market, particularly through share buybacks and significant contracts [2][3][8]. Group 1: Share Buybacks and Increases - Gree Electric announced that its major shareholder, Jinghai Internet Technology, plans to increase its stake in the company by investing between RMB 10.5 billion and RMB 21 billion over the next six months [2][5]. - Hikvision reported a share buyback of 35.1 million shares, representing 0.38% of its total share capital, with a total buyback amount of RMB 1.068 billion [5]. - China Merchants Energy announced a buyback of 38.2 million shares, accounting for 0.47% of its total share capital, with a total buyback amount of RMB 251 million [6]. Group 2: Major Contracts Announced - China Shipbuilding announced a significant contract for the construction of 18,000 TEU LNG dual-fuel container ships, valued between RMB 18 billion and RMB 19 billion, with delivery scheduled for 2028 and 2029 [3][8]. - The contract is expected to enhance the company's long-term market competitiveness and profitability, aligning with international green energy design standards [8]. - Additionally, a framework supply agreement was signed between Dangsheng Technology and SK On for the supply of lithium battery cathode materials, expected to positively impact the company's performance from 2025 to 2027 [9]. Group 3: Market Sentiment and Valuation - UBS maintains an overweight position on China, suggesting that the Chinese market should trade at a 15% premium compared to other emerging markets, despite currently being at a 30% discount [3][11]. - The firm highlights that the resilience of capital inflows into the Chinese market could mitigate risks associated with trade conflicts [11]. - The overall sentiment indicates that despite potential trade tensions, the Chinese stock market remains attractive for further investment [11].