Cold Chain Logistics
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In August, domestic new energy heavy truck sales surged by 117% to 6,303 units, maintaining year-on-year growth for 19 consecutive months.
According to the latest data obtained by the First Commercial Vehicle Network, in August 2024, a total of 6,303 domestic new energy heavy-duty trucks were sold, a decrease of 5% compared to July, while the year-on-year growth continued, reaching an increase of 117%. The new energy heavy-duty truck market has maintained year-on-year growth for 19 consecutive months.
CP smart home AI health services will be launched this year. Guangxi Liuyao Group: The new online settlement policy is conducive to improving the current high accounts receivable situation. | Direct hit earnings conference
At the earnings conference, Chairman Zhu Chaoyang of Guangxi Liuyao Group introduced the progress of the company's AI scenario application business. For the high accounts receivable, the company's CFO Zeng Xiangxing stated that the company has adjusted its operational strategy and strengthened the collection efforts. Guangxi Liuyao Group also responded to the slight decline in growth of the pharmaceutical wholesale sector and issues related to the expansion of pharmaceutical new retail business.
Next week, the scale of A-share unlocking will nearly double! Citic Securities leads the way, with over 17 billion yuan being unlocked.
Peak of lifting the ban within the month! The scale of lifting the ban next week will nearly double compared to the previous period; After a six-month delay, the "top brokerage" will lift the ban of over 17 billion next week; 5 individual stocks with large amounts and high proportions will be lifted off the list simultaneously.
A subsidiary has been "blacklisted" by Shenzhen for one year. Jointown Pharmaceutical Group claims to be "in the process of defending". The industry believes that the intensity of procurement supervision is continuously increasing.
Recently, Jointown Pharmaceutical Group's subsidiary, Jointown Medical Device, was fined and banned from participating in Shenzhen procurement for one year due to providing false information in a tender at a hospital in Shenzhen. Jointown Pharmaceutical Group responded to a reporter from Caijing.com.cn, stating that this incident is a pending matter, and they have organized appeal materials and are currently undergoing administrative reconsideration. This year, several listed companies have been fined for violations in the bidding and procurement process, leading industry insiders to suggest that companies should pay more attention to compliance with details during the bidding process.
Covering all categories including white goods and kitchen and bathroom small appliances, this listed company's stock price soared in response. Home appliances stocks received intensive research by institutions this week.
① Changhong Meiling said during the institutional survey on Friday that the company has established a comprehensive sales network and service system to provide users with high-quality services covering all categories including white goods and kitchen and bathroom small appliances. The company's stock price closed at the limit up that day. ② Sorting out the industry sectors that institutions are most concerned about this week (see table), the list of listed companies (see stocks), and the latest research on the home appliance industry.
Bright Dairy & Food increased capital by 0.185 billion New Zealand dollars to continue to "underpin" the debt subsidiary. | Speed reading announcement
① Subsidiary New Latte plans to issue 0.308 billion shares to Bright Dairy & Food Holding Ltd at a price of 0.6 New Zealand dollars/share for a total financing of 0.185 billion New Zealand dollars. ② New Latte is doing this to repay its due debt. ③ Two months ago, Bright Dairy & Food provided a RMB loan of 0.561 billion to New Latte for the same purpose.
Huadong Medicine's largest business sector revenue slightly decreased in the first half of the year. Five innovative products are expected to be approved within the year.
Huadong Medicine achieved a revenue of 20.965 billion yuan and a net income of 1.696 billion yuan in the first half of the year, with a planned interim dividend of approximately 0.614 billion yuan. Huadong Medicine is accelerating its layout of innovative drugs in the three major treatment areas of endocrinology, autoimmunity, and oncology, and is expected to have five innovative products approved for listing in the second half of 2024.
huadong medicine's H1 net profit increased by nearly 20% year-on-year. The GLP-1 pipeline begins to make choices | interpretations
In the evening, Huadong Medicine released its semi-annual report, with net profit increasing by nearly 20%, and the revenue of the pharmaceutical and medical beauty sectors achieving double-digit growth. Two important announcements were also issued simultaneously with the semi-annual report, one on the BD introduction agreement and the other on the termination of the BD agreement, highlighting that Huadong Medicine has started to make comparisons and choices in the GLP-1 pipeline. Since the beginning of the year, Huadong Medicine has been continuously active in BD introduction and external acquisitions.
Supply pressure may decrease, and institutions are optimistic about pig prices at the end of the third quarter and fourth quarter.
① In August, the price of pork has not stopped rising. As of the 6th, the average price of out-of-town three-yuan live pigs nationwide has risen to 20.5 yuan/kg, breaking the previous high and setting a new record. ② According to research reports from Huaxi Securities, the price of pork is expected to be optimistic in the third and fourth quarters. The second half of the year is the peak season for pork consumption, and the reduction in breeding sows is expected to accelerate as the supply pressure increases from the second half of 2023 based on production capacity deductions.
Four trades were secured in a month! Huadong Medicine has obtained exclusive commercial rights to another CAR-T product. | Speedy announcement.
Huadong Medicine announced that the company has signed an exclusive commercial cooperation agreement for a CD19-targeted CAR-T product. In the past month, Huadong Medicine has been active, with trade deals involving acquisitions of traditional Chinese medicine enterprises and reaching commercial cooperation for drugs, among others.
More than 1,800 A-share listed companies have implemented buybacks since the beginning of this year, with a total amount exceeding 110 billion. The individual stock buyback ranking has been released.
Within the year, 1,805 A-share listed companies have implemented repurchases, with a cumulative repurchase amount exceeding 100 billion yuan. S.F. Holding's repurchase amount is ranked first, reaching 2.001 billion yuan. Wuxi Apptec and Sanan Optoelectronics both have repurchase amounts exceeding 1.9 billion yuan. See the attached table for the ranking of repurchase amounts of A-share listed companies within the year.
Triggering a surge in the limit-up trend, Shanghai State-owned Enterprise Reform Stock has shown its outstanding performance! The 'Double-qualified' leading stock has achieved 7 consecutive daily limit-up.
Today, concept stocks related to the state-owned enterprise reform in Shanghai are performing well. As of the time of writing, Shanghai Jin Jiang Online Network Service has consecutively hit its daily limit for 7 days, while Shanghai Foreign Service Holding Group, Shanghai Fudan Forward S&T, Shanghai Material Trading, Shanghai Jiao Yun Group, and Y.U.D. Yangtze River Investment Industry have all also reached their daily limit.
How can the express delivery industry emerge from the shadow of low prices? Sto express co.,ltd. proposes to increase production capacity and provide value-added services to show profits | Company research
① According to Caixin reporters, since the beginning of this year, the delivery volume of STO Shanghai Songjiang New City company has increased by 30% year-on-year, and the daily delivery volume of its Shanghai transfer center in the first half of the year has increased by 40%. ② STO headquarters has increased investment in transfer centers, and it is expected that the normal throughput capacity can exceed a daily average of 75 million units within the year. ③ It is said that the growth rate of express delivery will maintain a double-digit growth in the next 1-2 years. By providing value-added products and increasing unit prices, this will bring profit space.
New Consumer Daily: Douyin Local Life is testing the 'convenient price' function; OPPO responds to 'mass layoffs of Huawei employees' by various agents nationwide; Nongfu Spring sends a lawyer's letter to the Hong Kong Consumer Council...
New Consumer Daily reported on July 16 that the main contents include: Unilever responds to the suspected appearance of rat heads in the instant noodle sour cabbage flavor; Douyin Local Life tests the 'Convenient Price' function; Secoo was forced to delist from Nasdaq.
Leading company secures three consecutive board. The A-share semi-annual report market is deepening, with 8 listed companies' net profit doubling year-on-year.
Shenzhen Kaizhong Precision Technology closed with 3 consecutive boards on Thursday with the highest net income increase of more than 14 times in the first half of the year. Suning.com Co.,Ltd. is expected to hit 3 consecutive circuit breakers during Friday's trading with the expected return to profitability in the second quarter. Espressif Systems closed with a 20cm limit up on Thursday with a net profit increase of 123.51% YoY expected for January to May. Listing of brokerage research reports and latest comments on companies with net profit forecasts for the first half of 2024 increasing by over 100% (see table).
After turning losses around and repurchasing, the stock price of suning.com co.,ltd. is on the verge of reaching 1 yuan, and it has released consecutive bullish signals | Speed read announcement.
① Suning.com Co.,Ltd. announced its plan of shareholding buybacks and expects to turn losses into profits in the second quarter. ② Recently, the stock price of Suning.com Co.,Ltd. has been falling continuously, and investors are concerned about its entry into the delisting process. In addition to the bullish announcement mentioned above, Suning.com Co.,Ltd. has just announced the plan of executives' shareholding.
New Consumer Daily | Wang Hua responds to consecutive sales declines in Xiaomi's autos; Pang Donglai, chairman of the board, goes to Zhongbai Holdings Group for exchange and guidance...
New Consumer Daily News on June 13th: On the first day of the trip with Hui Tong to Shanxi, sales exceeded 60 million yuan; the order volume of Little Red Book's 618 live broadcast room was 5.4 times that of the same period last year; Lao Pu gold was listed on the Hong Kong Stock Exchange.
Who can “turn a black chicken into a phoenix”? Western Tourism successfully removed its cap for the second time. List of A-share listed companies that have “removed their caps” since this year
① During the year, 6 A-share listed companies, including *ST Zhongjie, Supply and Marketing Company, Xiyu Travel, Huitian Thermal Power, and Stone Refining Airlines, successfully “removed the cap”; ② After removing the cap, Xinhualian recorded four consecutive records, and Huitian Thermal Power rose and stopped; ③ *ST Zhongjie, Xiyu Travel, and Huitian Thermal Power all turned losses into profits in 2023. Accounting firms all issued standard and unqualified audit reports on the company's financial reports.
Manufacturers from all parts of the industrial chain have entered the “blue ocean” of low-altitude logistics! Is the competition scenario “difficult and dangerous”?
Various signs suggest that low-altitude logistics will first become a “racetrack” for the low-altitude economy. Recently, the 5G-A drone express line built by Nantong Mobile and SF Express completed its first flight in Chongchuan District; DJI, Ehang Intelligence, and A-share listed drones (688297.SH) have also successively launched low-altitude drone products. On the other side, Fengyi Technology, a subsidiary of SF Express, is intensively laying out low-altitude logistics networks in the Guangdong-Hong Kong-Macao Greater Bay Area; Meituan, Zhongtong, and Jingdong are also seizing the market.
Is there no fixed increase in the public offering to invest? The year-on-year decline was nearly 70%. The fixed increase in subscriptions was less than 10 billion dollars. Zhu Shaoxing and Cao Mingchang each lost profits
① The total number of subscriptions to participate in the fixed increase from the public offering this year is only 30% of the same period last year; ② Western Lide and Huian Fund, which rarely “showed up” fixed growth projects, participated in fixed growth projects this year; ③ Cao Mingchang participated in Liuyao Group's fixed growth and fuying exceeded 15%, and Zhu Shaoxing's participation in Qianweiyang Chef's fixed growth and loss was over 15%.