今日观察！A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.

网约车牌照乱象：畸形市场催生百万租金 怪象背后存多重隐忧

北京 - 近日，据网约车监管信息交互系统统计，截至2024年4月30日，全国共有349家网约车平台公司取得网约车平台经营许可，然而与之形成鲜明对比的是，网约车行业却频频发出市场饱和的预警信号。

怪象：一牌难求 租金飙升

在一些一二线城市，网约车牌照俨然成为稀缺资源，其价格也水涨船高。据报道，在北上广深等一线城市，一张网约车牌照的年租金甚至可以高达100万元以上，而一些三四线城市的租金也普遍在数十万元左右。

乱象背后：多重隐忧浮出水面

网约车牌照租金畸形高涨的背后，是多重因素交织在一起的结果。一方面，各地对网约车牌照的发放实行严格的指标控制，导致牌照供应稀缺。另一方面，一些缺乏线下运营能力的中小平台为了快速获得市场份额，不惜高价收购或租赁牌照。此外，一些地方监管不到位，也为一些不法分子炒作牌照价格提供了可乘之机。

高租金乱象亟待整治

网约车牌照租金畸形高涨，不仅加剧了网约车行业的恶性竞争，也抬高了司机的运营成本，最终损害了消费者的利益。对此，有关部门应尽快采取措施，整治网约车牌照市场乱象，维护市场公平竞争秩序。

建议：

• 加大牌照供给：各地应根据实际需求，适度增加网约车牌照的供给量，缓解牌照稀缺的局面。
• 严格审核平台资质：在发放网约车平台经营许可时，应严格审核平台的资质条件，杜绝不具备运营能力的平台进入市场。
• 加强监管执法：有关部门应加强对网约车牌照市场的监管，严厉打击炒作牌照价格等违法行为。

相信通过多方努力，网约车市场将会更加规范健康，为广大消费者提供更加安全、便捷的出行服务。