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Hengrui PD-1 monoclonal antibody has once again submitted an application for listing in the USA. Will it replicate the approval path of Keytruda monoclonal antibody? | Speed Reading Announcement
①Today, jiangsu hengrui pharmaceuticals announced that it will resubmit the application for approval of Carirelizumab in the USA, after previously receiving a Complete Response Letter (CRL) from the US FDA, causing a delay; ②Junshi Bio's PD-1 variety also experienced delays in the USA but eventually succeeded in getting approved, industry insiders suggest that hengrui may replicate this process; ③If successfully approved in the USA, it would be of great significance to hengrui pharmaceuticals' global strategy.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.
Another meeting today! Leading photovoltaic companies discuss pricing mechanisms. The upstream has stabilized, but the downturn in components has not stopped.
①China Photovoltaic Industry Association held a symposium on preventing industry vicious competition, aimed at resolving excess production capacity earlier; ②Such meetings have been held many times, but the effectiveness is good. Currently, component prices continue to fall, and the industry is expecting more specific production reduction plans.
The first Chinese stocks etf's net assets surpassed one billion, overseas institutions emphasize valuation advantages remain unchanged
① The net assets of iShares China Large Cap ETF have reached 10.86 billion US dollars, marking the first time that the scale of a Chinese stock ETF listed in the United States has exceeded 10 billion US dollars; ② Bank of America strategists team indicated that as economic growth forecasts are revised upward and bond yields rise, it is expected that asset allocation to China will increase.
In the price war of photovoltaic products, longi green energy technology's new product pricing is 0.1 yuan/W higher than its competitors. Industry dynamics.
In the established pricing scheme in china, longi green energy technology's HPBC2.0 new product pricing will be higher than competitors by 0.1 yuan/W, with an initial investment increase of around 0.1 million yuan for 1 MW; Component prices are still overall declining. The company believes that product pricing is related to value, downstream customers will pay more attention to efficiency and reliability when choosing products.
Hyperscience's upcoming IPO: planning to raise 0.783 billion yuan, continuous price reduction of energy storage products suppresses gross margin.
①In the first half of the year, the company achieved energy storage system revenue of 3.65 billion yuan, a 24.50% increase compared to the same period in 2023. ②In the first half of the year, the company's procurement amount of Yiwei power cell increased significantly, reducing the risk of purchasing from a single supplier. However, the concentration of its suppliers remains high, mainly due to a few leading companies dominating the market supply of upstream cells. ③As of the date of the prospectus signing, Haibo Sichuang has six significant impact lawsuits pending.