Cold Chain Logistics
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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.
Hunan Xiang Jia husbandry's output last year was below target, cost reduction efforts are expected to turn profits into losses | Interpretations
① Hunan Xiang Jia husbandry sold approximately 45.28 million live poultry last year, which was basically stable compared to the previous year, with a slight decrease in the slaughter growth rate; ② Thanks to the drop in Fodder costs last year, the company expects to turn losses into profits in 2024.
Joining hands with CITIC REITs to support Suning, once CHINA HUARONG has been incorporated into CITIC, it shows a strong recovery.
① With CITIC Financial Assets intervening in the bailout, Suning E-commerce's Operation is steadily recovering, achieving nearly its first profit in 4 years in 2024; ② Since CITIC took over, CHINA HUARONG (i.e., CITIC Financial Assets), which had been mired in losses exceeding 100 billion, has also significantly improved its performance.
The two main industries are facing a "cold wave," and China Aerospace Science and Technology Corporation's rocket division is expected to have a significant loss of up to 0.35 billion yuan in 2024 | Interpretations
① North Industries Group Red Arrow announced its performance forecast for 2024, estimating a net loss of 0.21 billion to -0.35 billion yuan; ② The loss is mainly due to a decline in the selling price of superhard materials’ main products and some special equipment products failing to generate revenue during the reporting period.
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.
The recovery of Semiconductors could not withstand the erosion of costs, Hunan Kaimeite Gases' losses widened last year | Interpretations
① Hunan Kaimeite Gases expects to incur a net income loss of 43.8 million yuan to 54 million yuan in 2024; ② The company stated that the main reasons for the decline in performance are: first, the prices of rare gas related products decreased; second, the termination of the restrictive stocks incentive plan implemented in 2022, which will be included as corresponding costs and expenses in 2024.
Investing over 0.4 billion, Qiming Venture Capital enters Zhengzhou Tiamaes Technology. Is the "shell buying craze" restarting?
① After this Trade is completed, the controlling Shareholder of Zhengzhou Tiamaes Technology will change to Qiming Fund, and the actual controller of the listed company will change to Kuang Ziping. The latter is the founding managing partner of Qiming Venture Capital. ② People from the Venture Capital Institutions indicate that Qiming Venture Capital's entry into Zhengzhou Tiamaes Technology this time may ultimately aim to realize investment exit by injecting its Assets into the listed company. ③ A wave of "shell buying" by Venture Capital Institutions occurred in the A-share market in 2019.
Zhengzhou Tiamaes Technology's "change of ownership" plan has emerged: Trade sets "different pricing for the same shares" with well-known VC participating in the integration.
① The well-known VC Qiming Venture Capital founder Kuang Ziping is about to become the actual controller of Zhengzhou Tiamaes Technology; ② This Trade adopts differentiated pricing, and industry insiders indicate that differentiated pricing helps provide more negotiation space, which can facilitate the acquisition and achieve a fair Trade.
Local state-owned assets took over the equity of private enterprises, the 19% equity change of Xiamen Jinzu was approved, and last year many Jinzu companies experienced changes in their equity.
① This morning, the official website of the National Financial Regulatory Administration announced that it agreed to allow Xiamen Xiangyu Asset Management Operation Co., Ltd. to acquire 19% of the shares in Xiamen Financial Leasing Co., Ltd. held by Peking Tongyuan Pharmaceutical Technology Co., Ltd. ② From the equity structure perspective, this is a typical case of local state-owned assets taking over the equity of a private enterprise in the financial leasing industry.
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.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
The 2024 yellow-feathered chicken market is "full of ups and downs," where is the "dawn" of corporate profits in 2025? | Year-end summary.
1. Driven by cost reduction and efficiency improvement, the yellow-feathered chicken enterprises show strong performance in 2024, with Wens Foodstuff Group, Jiangsu Lihua Animal Husbandry, and Hunan Xiang Jia husbandry achieving net income growth of 241.47%, 507.71%, and 259.71% year-on-year in the first three quarters; 2. Looking ahead to 2025, some industry insiders believe that with the support of dual engines of cost reduction and consumer boost, the enterprises' profitability is expected to continue to be maintained.
Taking profits by selling shares? In the past two months, a total of 12 A-share listed companies announced the sale of Stocks, with 60 billion retail leader Yonghui Superstores completely liquidating its holdings in Zhongbai Holdings Group.
According to incomplete Statistics, as of the time of publication, a total of 12 A-share listed companies have announced their plans or progress for selling Stocks or Assets in November (attached table). Yonghui Superstores announced a full liquidation of Zhongbai Holdings Group; Bingshan Refrigeration & Heat Transfer Technologies obtained an investment income of 33.24 million yuan from selling its shares in GTJA.
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
Suspected of violating restrictive regulations in the transfer of Stocks, the actual controllers of two companies are under investigation | Quick read announcement.
① Due to actions such as "suspected violation of restrictive regulations on the transfer of Stocks", the actual controllers of Tianshun Co., Ltd. and Eoptolink Technology Inc. have been placed under investigation. ② The specific circumstances of the suspected violation of restrictive regulations on the transfer of Stocks are yet to be confirmed by the relevant authorities.
Annual Review | The 2024 Hong Kong IPO rankings have been released! Mao Ge Ping and Lao Pu Gold surged over 70% on debut! Jingwei Tiandi made a spectacular profit of 6,560 HKD.
Hong Kong, as one of the important Global international financial centers, has been the largest Global IPO financing center seven times since 2009.
On-the-ground investigation at Dongfeng Automobile Yunfeng Factory. Related individuals said: "Not clear about 'contract manufacturing for Xiaomi Automobile', haven't heard of it."
① Previously, there were rumors in the market that Dongfeng Automobile might manufacture for Xiaomi Automobile. ② A reporter from the Financial Association sought verification from relevant personnel in the Wuhan Economic and Technological Development Zone regarding this rumor, and the person stated, "(Dongfeng manufacturing for Xiaomi) is not very clear, and there is no authority to answer." ③ Multiple factory workers confirmed that the Dongfeng Automobile Yunfeng factory is currently producing for both Dongfeng Nissan and Dongfeng LanTu brands.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.