A subsidiary has been "blacklisted" by Shenzhen for one year. Jointown Pharmaceutical Group claims to be "in the process of defending". The industry believes that the intensity of procurement supervision is continuously increasing.
Recently, Jointown Pharmaceutical Group's subsidiary, Jointown Medical Device, was fined and banned from participating in Shenzhen procurement for one year due to providing false information in a tender at a hospital in Shenzhen. Jointown Pharmaceutical Group responded to a reporter from Caijing.com.cn, stating that this incident is a pending matter, and they have organized appeal materials and are currently undergoing administrative reconsideration. This year, several listed companies have been fined for violations in the bidding and procurement process, leading industry insiders to suggest that companies should pay more attention to compliance with details during the bidding process.
Zhongfu Shenyang: The industry is in a state of supply and demand imbalance. Carbon fiber products have been applied in the field of industrial robots. | Directly hit the earnings conference
① Zhang Guoliang said that from the current situation, the entire carbon fiber industry is still in a phase of supply and demand imbalance, and the price range of products is also in bottom-shaking operation; ② The company's independent director, Yang Pingbo, added that the company's foreign market revenue in the first half of 2024 was 44.7682 million yuan, a year-on-year growth of over 15%.
Guangdong Jiayuan Technology: Lithium battery copper foil processing fees are still at a low level. Capacity clearance is the future development trend | Direct hit earnings conference
① Guangdong Jiayuan Technology reported that the company's gross margin in the first half of the year was 1.7%, a year-on-year decrease of 4.92 percentage points. In the future, the market share of lithium battery copper foil will be concentrated in leading companies. ② The company's monocrystalline copper foil has the capability of small-scale production and is expanding its customer base. Ultra-thin copper foil (UTF) for PCBs is already in mass production. The pilot line for composite copper foil with a two-step process route has been completed, and it has been tested and has the capability of mass production.
How significant is the impact of a 30% production reduction by the photovoltaic glass giant? Flat Glass Group: The customer procurement intention is stable | Coverage of the earnings conference.
1. Market rumors: Xinyi Solar and Flat Glass Group, along with ten other photovoltaic glass giants, jointly reduce production by 30%. Ruan Hongliang, the director of Flat Glass Group, denied the joint production cut and emphasized that it was an individual company action; 2. The reduction in production by the giants did not boost demand. The company stated that the purchasing intention of downstream customers remained stable on a month-on-month basis; 3. The price reduction of photovoltaic glass has caused investors to worry about the company's performance in the second half of the year.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
Express News | Hong Kong electric power equipment stocks have risen against the market, with Tianneng Power up more than 15%, Flat Glass up nearly 7%, Xinyi Solar up nearly 5%, and Chaowei Power up more than 3%.