Changes in Hong Kong stocks | The Ningde Era (03750) once rose by more than 5%. The company's technology, supply chain control capabilities and scale advantages created a moat

The Zhitong Finance App learned that the Ningde Era (03750) once rose by more than 5%, and the company will announce the results for the third quarter of 2026 on October 20. As of press release, it rose 4.03% to HK$496, with a turnover of HK$889 million.

According to news, last month, the stock price of the Ningde era was hit hard by the “de-Ningde” transaction, and the stock price fell by more than 19%. However, according to the J.P. Morgan Chase research report, the market has seriously misjudged this narrative. The report points out that investors focused too much on narrowing the technology gap while underestimating the strategic values of scale, execution, quality, consumer trust, and financial resilience, which were at the core of the structural leadership of the Ningde era.

Aijian Securities pointed out that the supply chain control capacity of Ningde Era is significantly leading the way, increasing the company's profits; under the diversified demand of automakers, the momentum to increase the share share of the company will be weakened, but its technical advantages will still support the stability of its position in the industry. Furthermore, the company uses leading net interest rates to mother as the core to boost ROE, showing that the company is sustainable and high-quality profitability; current market concerns about declining demand and overcapacity have been amplified, and the company is currently cost-effective.