Market Overview: A Surge in Chinese Assets

On May 12, 2025, Chinese assets experienced a robust surge, with both the A-share and Hong Kong markets displaying a fervent atmosphere. Investor sentiment soared, significantly boosting market confidence. The A-share market saw its three major indices collectively rise, with the Shanghai Composite Index climbing 0.82% to close at 3369.24 points, the Shenzhen Component Index increasing by 1.72% to 10301.16 points, and the ChiNext Index surging 2.63% to 2064.71 points. The total market turnover reached 13409 billion yuan, a substantial increase of 1185 billion yuan from the previous trading day, indicating heightened market activity and strong capital inflow. Over 4100 stocks rose, with nearly 90 stocks hitting their daily highs, showcasing a pronounced “profit-making effect.”

Hong Kong Market: Tech Stocks Lead the Charge

The Hong Kong market also witnessed a promising uptrend. The Hang Seng Tech Index initially surged over 6%, closing up 5.16%, while the Hang Seng Index rose by 2.98%, and the Hang Seng China Enterprises Index increased by 3.01%. Tech giants like Alibaba and JD.com saw their shares rise by over 6%.

Military and Technology Sectors: Key Performers

In terms of sector performance, military, robotics, Apple supply chain, urban rail equipment, photovoltaic equipment, and solid-state battery sectors led the gains. Conversely, precious metals, agriculture, innovative drugs, power, and beverage manufacturing sectors experienced the most significant declines.

The military sector continued its hot streak from the previous week, with military trade, military informatization, military-civil fusion, satellite navigation, and large aircraft indices leading the charge. By the close of trading, the National Defense and Military Industry Index had risen by over 5.4%, with companies like Kunshan Intelligent, Aerospace South Lake, and Huarui Technology hitting their daily highs. Aerospace South Lake saw a cumulative increase of nearly 75% over the past four trading days.

Shenzhen Everwin Precision Technology Co., Ltd.: A Strategic Player

Shenzhen Everwin Precision Technology Co., Ltd., a key player in the electronic equipment, instruments, and components industry, is strategically positioned to benefit from these market trends. The company specializes in mobile communication terminals, digital, and optoelectronic products, both domestically and internationally. Its diverse product range includes terminal components, energy components, and industrial robot and system integration products.

Apple Concept Stocks: Continued Ascent

In the afternoon session, A-share Apple concept stocks continued their upward trajectory. Blue Think Technology rose nearly 10%, Dongni Electronics, and Chaoyang Technology hit their daily highs, with Linkage Precision, Changying Precision, Crystal Optoelectronics, Dongshan Precision, and GEL stocks also showing significant activity. In Hong Kong, Apple concept stocks also saw substantial gains, with GWE Electronics rising over 18%, Sanyo Optical rising over 16%, and Qutai Technology increasing by over 14%.

Market Outlook: Optimism for A-Share Market

Looking ahead, most institutions maintain an optimistic outlook for the A-share market. With the recent comprehensive financial policies and China’s advantages in the manufacturing industry’s entire value chain, capital market reforms are expected to be a key driver for further market growth. Capital market reforms, coupled with a decrease in risk premiums and the potential for a systematic decline in risk-free rates, are anticipated to be crucial for attracting new investments.

Conclusion: A Bullish Horizon

As China continues to demonstrate its strengths in the manufacturing industry’s entire value chain, the revaluation of Chinese assets is timely. This backdrop suggests that the A-share market is poised for a gradual uplift in its central pivot, supported by ongoing market reforms and strategic positioning of companies like Shenzhen Everwin Precision Technology Co., Ltd. in key sectors.