- As we enter the second half of 2026, capital is shifting focus in the Hong Kong market towards entities with clear strategies beyond tech giants.
- Notable examples include Huaneng International, projecting significant profit increases due to sales and pricing optimization, and China Railway's substantial new contracts indicating strong growth in construction.
- This trend highlights a preference for stable dividends and growth across sectors, with companies like JD Logistics adaptively enhancing their supply chains to meet market demands.
