399812 CSI Old-Age Industry Index
- 5778.81
- +7.16+0.12%
These fund managers were still conducting research before the Spring Festival, preparing for the market after the holiday. Which companies did they visit?
① Before the Spring Festival, companies in the CSI Consumer 360 index received active research from multiple public funds; ② Companies in the Robot Concept, Autos Industry Chain, Software, and integrated circuit fields also received research from several public funds.
The sales proportion of high-value consumables is increasing, and the microelectrophysiology sector is expected to turn a profit in 2024 after excluding non-recurring gains and losses.
① During the reporting period, the usage of TrueForce pressure catheters has grown rapidly both domestically and internationally since its launch, with a cumulative usage of over 5,000 cases, and commercialization achieved in more than 20 countries overseas; ② Regions with a high proportion of the company's overseas market revenue include the Middle East, Russia, Africa, and the EU area. The main reasons for growth are the opening of new countries, incremental coverage in existing regions, and the introduction of new products such as pressure catheters and magnetic positioning lung catheters.
The price of natural bezoar has risen under pressure, and Zhangzhou Pientzehuang Pharmaceutical's profit growth rate has returned to that of ten years ago.
The "Medicine Mace" Zhangzhou Pientzehuang Pharmaceutical (600436.SH) is entering a "slowdown" period. On January 24th, Zhangzhou Pientzehuang Pharmaceutical released the 2024 performance brief...
Baillie Gifford submitted the prospectus, aiming for A+H shares, with Goldman Sachs, JPMorgan, and CITIC SEC serving as joint sponsors | A-share company listing in Hong Kong.
The first congratulatory report from a listed insurance company: Xinhua's net profit growth rate may exceed 175%, setting a record in sight.
As listed companies have been frequently announcing "good news," the first report card of A-share insurance companies has finally been released. On January 20, New China Life Insurance disclosed the company's results for 2024...
Huadong Medicine has obtained approvals for three new products at the start of the year, which is nearly half of last year's total.|Quick read announcement.
① Huadong Medicine announced today that three products have received approval for market release, while a total of seven products were approved for market release last year; ② Among them, a hyaluronic acid product in the medical aesthetics category and a Chemical Drug for treating ovarian cancer received domestic approval, while a medical instrument for evaluating kidney function received approval in the USA; ③ Huadong Medicine believes that the approvals will not have a significant impact on the current financial condition and Operating results of the company.
Under the new accounting standards, performance fluctuations have increased! New China Life Insurance turned a loss into profit year-on-year in the fourth quarter of last year, but performance dropped sharply compared to the previous quarter.
①The net income for 2024 is expected to increase from 23.958 billion yuan to 25.7 billion yuan, a year-on-year growth of 175% to 195%; ②In the first three quarters of 2024, New China Life Insurance's investment income and fair value change income totaled 47.119 billion yuan; ③With the recovery of the capital markets and the increase in the proportion of equity asset allocation, New China Life Insurance's investment returns have surged.
Hainan's offshore duty-free sales are under pressure, with "duty-free king" experiencing a 77% drop in net income in the fourth quarter.
The city will enhance the duty-free policy.
The challenge of store transformation: Yonghui Superstores is expected to continue incurring losses in 2024 | Interpretations
① Yonghui Superstores expects a net income loss of 1.4 billion yuan in 2024. This marks the company's fourth consecutive year of recording a net income loss since 2021; ② In 2024, Yonghui Superstores continues to face pressure on overall foot traffic and average transaction value, and store adjustments require significant investment, compounded by the company closing some underperforming stores, resulting in a decline in last year's performance; ③ Looking ahead to 2025, Yonghui Superstores will continue its store adjustments.
After a year, Dong-E-E-Jiao has重订 its incentive plan, with significant adjustments to the stocks grant price and restriction release threshold | Quick announcement summary.
① After a year, Dong-E-E-Jiao has revised its incentive plan, increasing the grant price of the initially granted restricted Stocks from 24.98 yuan per share to 37.22 yuan per share. ② There have also been significant adjustments to the performance assessment requirements at the company level, with the revised net asset return assessment absolute value being higher than before the revision.
Wanshili (301066.SZ): Currently, there are no direct layouts related to the CSI Old-Age Industry Index.
Gelonghui, on January 10, reported that Wanshili (301066.SZ) stated on its investor interaction platform that the company currently has no direct layout related to the CSI Old-Age Industry Index. Investors are advised to make cautious decisions and pay attention to investment risks.
The first Fat Donglai reform store in Shanghai has opened! 80% of the product categories are aligned with Fat Donglai, and employees receive a 30% salary increase.| Frontline
① The first "Fat Donglai" renovation store of Yonghui Superstores in Jinshan, Shanghai, opened on January 10, with five renovated stores opening nationwide simultaneously. ② Yonghui Superstores Vice President Wang Shoucheng stated that it will not incur losses in the first few months at the Shanghai Jinshan store, and future earnings will increase as employees mature in their capabilities. ③ The new round of nationwide store renovation plans by Yonghui Superstores for 2025 is under research, with plans expected to be announced around the Spring Festival for the first half of the year.
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Express News | INKON Life Technology: seizing the opportunities of the Silver economy and actively developing the CSI Old-Age Industry Index.
Express News | Competing for the trillion-dollar market of the Silver economy, Guangdong is taking multiple measures to develop Retirement services.
Qingdao Haier Biomedical Co., Ltd.'s merger plan for "Blood King" has failed.
A specific plan recognized by all relevant parties could not be formed.
Due to a lack of consensus among all parties, Qingdao Haier Biomedical Co., Ltd. has pressed the termination button on the merger with Shanghai RAAS Blood Products | Read the announcement quickly.
① The reason for terminating the reorganization is that the main shareholders of the trading parties and the merging parties failed to formulate a specific plan recognized by all relevant parties; ② Shanghai RAAS Blood Products and Qingdao Haier Biomedical Co., Ltd. will resume trading on January 7 and announce a share buyback simultaneously; ③ According to informed sources, the goal of Haier Group to expand its health sector will not change.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
Yunnan Tourism (002059.SZ): The existing business does not directly involve the CSI Old-Age Industry Index.
On January 6, Gelonghui reported that Yunnan Tourism (002059.SZ) stated on the investor interaction platform that the company's current business does not directly involve the CSI Old-Age Industry Index.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.