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.

中兴通讯发布2023年可持续发展报告：践行绿色发展理念，助力可持续发展目标达成

北京，2024年6月18日 – 全球领先的通信解决方案提供商中兴通讯今日发布了2023年可持续发展报告，全面展现了公司在环境、社会和治理（ESG）领域的战略布局、实施举措和进展成果。报告显示，中兴通讯秉承“数字经济筑路者”的生态定位，积极践行绿色发展理念，引领数智创新，为可持续发展贡献新动能。

绿色创新赋能，铺设数字林荫路

中兴通讯深刻认识到绿色发展的重要性，将绿色创新作为公司可持续发展战略的核心。公司以绿色企业运营、绿色供应链、绿色数字基座、绿色行业赋能四大维度为抓手，全面推动绿色发展工作。

在绿色企业运营方面，中兴通讯持续优化能源结构，提高能源利用效率，减少碳排放。2023年，公司全价值链温室气体绝对排放量（范围1&2&3）同比下降9.7%，售出系统产品使用阶段碳排物理强度同比下降14.58%，新增光伏发电装机容量同比增长超过700%。

在绿色供应链方面，中兴通讯建立了绿色供应链管理体系，推动供应商减排降碳。2023年，公司完成150多家供应商双碳审核，绿色物流碳排放强度下降3.26%。中兴通讯荣获由工信部颁发的“国家级绿色供应链管理企业”，同时中兴通讯河源工厂获得“国家级绿色工厂”称号。

在绿色数字基座方面，中兴通讯加大研发投入，攻克绿色技术难题，开发了系列绿色ICT产品和解决方案。2023年，公司绿色专利达650多项，开展过碳足迹评估的产品数量达101款，产品种类已覆盖公司所有产品类别。

在绿色行业赋能方面，中兴通讯积极助力各行业绿色转型发展。公司打造了智慧交通、智慧矿山、智慧电网等一批绿色行业标杆项目，为推动行业节能减排、绿色发展做出了积极贡献。

数智创新驱动，助力可持续发展目标达成

中兴通讯将数智创新作为引领可持续发展的核心动力，积极推动数字技术与经济社会各领域的深度融合，赋能可持续发展目标的实现。

在助力乡村振兴方面，中兴通讯运用数字技术，建设智慧农业、智慧牧场、智慧乡村治理等应用，帮助农民提高生产效率、改善生活质量。

在助力生态环保方面，中兴通讯打造了智慧环保平台，实现对污染源的实时监测、分析和预警，为生态环境保护提供有力支撑。

在助力公共卫生方面，中兴通讯开发了智慧医疗、智慧养老等应用，提高医疗服务水平、改善养老服务质量。

责任担当践行，彰显央企使命

中兴通讯始终坚持以社会责任为己任，积极履行央企社会责任，为可持续发展贡献力量。

公司积极参与脱贫攻坚、乡村振兴、抗震救灾等社会公益事业，累计投入帮扶资金数亿元，助力数万名群众脱贫致富。

公司坚持“开放、合作、共赢”的发展理念，积极参与全球治理，与联合国、国际电信联盟等国际组织开展合作，为推动全球可持续发展贡献中国智慧和力量。

中兴通讯的可持续发展实践得到了社会各界的广泛认可。公司连续多年入选MSCI和 FTSE Russell等全球指数，荣获“中国责任上市公司奖”、“中国ESG优秀企业奖”等多项荣誉。

中兴通讯表示，将继续秉承“以人为本，科技向善”的理念，坚持创新驱动、绿色发展，努力为实现可持续发展目标作出更大贡献。