The Concept of ergotamine has driven beauty care stations to a peak, beware of the risks of high-positioned collective stocks retreating.
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Morgan Stanley has released the "China AI 60" list! In addition to Tencent and Alibaba, these companies are also on the list.
The competitiveness of AI in China has shifted from 'catching up in computing power' to 'defining applications.'
Shanghai Haohai Biological Technology plans to conduct phase III trials for the topical botulinum toxin product simultaneously in China and the United States, bullish on the market potential of three major medical beauty projects | Highlights from the Ear
① The externally applied botulinum toxin product ET-01 and the small molecule drug product ET-02 for treating hair loss and white hair, developed jointly by Shanghai Haohai Biological Technology and Eirion in the USA, currently have no similar products on the market in the country; ② Chairman of Shanghai Haohai Biological Technology, Hou Yongtai, is bullish on the continued growth of three major categories in the next 2 to 3 years: filling/shaping injection projects (hyaluronic acid), wrinkle removal/anti-aging photonic projects, and botulinum toxin.
Structural heart disease line is growing rapidly. Lepu Medical Technology: hopes to conduct overseas business development for two GLP-1 class drugs | Directly from the Earnings Conference.
① Lepu Medical Technology stated at the Earnings Conference that it hopes to BD the overseas rights of MWN105 injection and MWN109 injection; ② Chief Financial Officer Wang Yong responded that the impact of the Sino-U.S. tariff policy on the company's Operation is limited from both the raw material supply and sales perspectives.
Dian Diagnostics Group: Reducing bad debts through negotiation and litigation, increasing investment in AI layout over the next three years | Immediate coverage of the Earnings Conference.
① Dian Diagnostics Group revealed that the company's accounts receivable customers are mainly public Hospitals and various government units, with a very low possibility of irrecoverability; ② The company updated its three-year AI plan at the beginning of 2025.
The "mechanical legs" for climbing have made exoskeleton Siasun Robot&Automation popular, and the stock price of Nanjing Vishee Medical Technology Co., Ltd has risen. The company stated that the product is a Medical Device for rehabilitation rather than a
① In 2024, due to a contraction in market demand, Nanjing Vishee Medical Technology Co., Ltd experienced a significant decline in performance, but there was some recovery in the first quarter of this year; ② Although the recent "exoskeleton robot" Concept has been highly sought after in the Capital Markets, Nanjing Vishee Medical Technology Co., Ltd stated that the company is entering the medical rehabilitation track, which is not a Consumer product.