Bidding farewell to the "Ten Thousand Stores Era," China National Accord Medicines Corporation's retail Sector reported a net loss exceeding 1.1 billion yuan | Interpretations.
In 2024, both revenue and Net income of China National Accord Medicines Corporation declined, with the retail Sector turning into a loss year-on-year. In just six months, the total number of Guoda pharmacies decreased sharply to 9,569 stores, with over 1,200 directly-operated stores closed.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
It is proposed to set aside a goodwill impairment provision of nearly 0.9 billion yuan. China National Accord Medicines Corporation's revenue and net profit are expected to decline in 2024 | Quick Announcement.
① Due to the combined impact of intensified market competition and other factors, China National Accord Medicines Corporation expects a decline in both revenue and Net income for 2024. ② The company plans to make an impairment provision totaling 1.094 billion yuan for credit impairment losses and asset impairment losses.
A large number of consultations! The benefits of childcare subsidies continue to be released, and Assisted Reproduction companies are looking forward to a "combination punch."
① Recently, policies favorable for child-rearing have emerged from both central and local governments, with some regions even offering substantial monetary incentives to encourage childbirth. ② Industry experts pointed out to reporters at Caijing that the introduction of child-rearing subsidy policies can, to some extent, reduce the burden and concerns for young couples regarding childbirth. ③ Insiders from Assisted Reproduction companies have expressed that measures such as promoting cultural awareness of male responsibility in child-rearing are also highly anticipated in the industry.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.