Intense competition in CRO has reduced gross margin. Sunlight Nuohe is entering the animal health field to seek new growth points.
①Sun Pharmaceuticals' revenue and net income for the first three quarters of this year have increased compared to the past, but the fierce competition in the industry has led to a decline in gross margin. The chairman revealed that the company is increasing research and development investment. ②In order to find new growth opportunities, Sun Pharmaceuticals has established a subsidiary to further expand its CRO business from the human pharmaceutical field to the animal health field, and has signed service orders with several large animal pharmaceutical companies.
Autel intelligent technology corp.,ltd.: The overseas market is the block orders for digital energy business, and the siasun robot&automation business may soon be realized | Direct hit on the earnings conference.
From the second to third quarter of 2024, the company's digital energy business has made significant progress in self-operated e-commerce and major client expansion in the usa market, with a relatively stable gross margin. The subsidiary focuses on intelligent inspection and smart security applications, with generative AI "brain" (Digital AI) at its core, utilizing drones, anti-drone systems, and various ground siasun robot&automation (Physical AI) as executors.
Guazi's economy is booming! The leader has hit the daily limit for 9 out of 11 days, benefiting from the reorganization of listed companies.
①The trend of Guzi economy has swept into the A-share market, with Guangbo Group Stock closing 9 limit up for 11 consecutive days on Friday, Shanghai New World having 5 consecutive limit up days, Shenzhen Comix Group with 4 consecutive limit up days, Hongxing Stock with 3 consecutive limit up days, Thinkingdom Media with 2 consecutive limit up days, and Beijing Yuanlong Yato Culture Dissemination hitting the limit up. The leading trendsetter Pop Mart has seen the highest cumulative increase of 456% from the low point in February to date. ②According to incomplete statistics, as of the time of writing, 15 listed companies have announced this week or responded on interactive platforms about the business situation related to the 'Guzi economy' (see table).
Nanshan Technology: This year, the automotive electronics business has grown rapidly. The BMS and Display Power product lines have achieved key breakthroughs. | Direct coverage of the earnings conference
① At the earnings conference of Nanxin Technology, the chairman and general manager Ruan Chenjie stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to increase rapidly. ② Ruan Chenjie stated that the company's net income and revenue in the first three quarters have exceeded the total level of the previous year, and it is anticipated that the overall revenue and profitability will achieve even better results this year.
The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.
①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.
At the conclusion of the shareholder shareholding reduction plan, hang zhou radical energy-saving technology announced the termination of the acquisition, leaving the vision of extending the industry chain in limbo | Quick read of the announcement.
①The trading price of the target company has not been announced yet, while Hang Zhou Radical Energy-saving Technology's move to enter the screw race track has been "retracted"; ②When Hang Zhou Radical Energy-saving Technology officially announced the "abandoned" acquisition, the time for the current shareholding plan by the concerted action person of the actual controller of the company, Hangzhou Juwo, was only one day away; ③At that time, Hang Zhou Radical Energy-saving Technology stated that this equity acquisition would help the company further explore the research and application of products in emerging fields such as precision transmission and smart equipment.