Report by RedTech Advisors

Haidilao (6862 HK) - This hot pot chain is ideally placed to benefit from the 'Great reopening of China'. RedTech’s latest consumer survey’s indicate strong demand and long-term growth opportunities.
BOSS Zhipin / Kanzhun (BZ US) - Continues to be sold off as a targeted victim of the government’s crackdown, but as a market leader in job recruitment its interests should be very well aligned with the government.
JD.com (9618 HK) - Low regulatory risk and as incomes rise and tastes move up market, JD is well positioned to capture those upwardly mobile consumers.
JD Health (6618 HK) - Key regulatory obstacles will be swept away in the coming 1-2 years and the combination of JD’s userbase and JD Health’s one-stop digital offering should position it well to ride the wave.

Healthcare

Report by RedTech Advisors

With both the government and China’s largest internet companies driving change, there is enormous potential for disruption and opportunity in the country’s RMB8.3 trillion consumer healthcare sector. The two leading players in the online market, JD Health and Alibaba Health, are down ~60-75% from their peak, but with opportunities still 18-24 months out it is now a question of whether to get in before the regulatory catalysts, or to try to catch the momentum after the fact.