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<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
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)
ANTA SPORTS (02020.HK)
LENOVO GROUP (00992.HK)
Zhongji Innolight (300308.SZ)
BYD ELECTRONIC (00285.HK)
SHENZHOU INTL (02313.HK)
HAIER SMARTHOME (06690.HK)
MIDEA GROUP (00300.HK)
BOSIDENG (03998.HK)

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(II) Imports Substitution
Jiangsu Hengrui (600276.SH)
Mindray (300760.SZ)
NAURA Tech (002371.SZ)
Wanhua Chemical (600309.SH)
HANSOH PHARMA (03692.HK)
Haid Group (002311.SZ)
CSPC PHARMA (01093.HK)
SUPCON (688777.SH)
Huagong Tech (000988.SZ)

(III) Government Spending
Kweichow Moutai (600519.SH)
Wuliangye (000858.SZ)
Luxshare Precision (002475.SZ)
Yili (600887.SH)
NONGFU SPRING (09633.HK)
AMEC (688012.SH)
Montage Tech (688008.SH)
HWORLD-S (01179.HK)
United Imaging (688271.SH)
MENGNIU DAIRY (02319.HK)
Shennan Circuit (002916.SZ)

(IV) Property & Infrastructure
CHINA RES LAND (01109.HK)
BEKE-W (02423.HK)
Inovance Tech (300124.SZ)
CHINA OVERSEAS (00688.HK)
Sanhua (002050.SZ)
CHINA RES MIXC (01209.HK)
LONGFOR GROUP (00960.HK)
BNBM (000786.SZ)

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