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Boe Technology Group expects to turn a profit with non-recurring net income for the first time in three years. Can the panel Industry continue the growth trend in 2025? | Interpretations
① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.
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.
Saudi ACWA's new milestone: Installed capacity of renewable energy projects in China has exceeded 1GW.
① The Saudi Wind Power giant ACWA announced that its renewable energy projects in China have a total installed capacity exceeding 1GW; ② These projects include wind power and photovoltaic projects, which are wholly or jointly owned by ACWA.
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.
TGA Annual Best Action Game Award! "Black Myth: Wukong" sets a new milestone for Chinese gaming.
① On December 13, China's first 3A game "Black Myth: Wukong" won TGA's "Game of the Year" award and the "Players' Voice Award"; ② The game, developed by Game Science, is inspired by "Journey to the West" and has received widespread praise for its graphics, combat system, and storytelling; ③ "Black Myth" was nominated for four awards at TGA and won the 2024 Golden Joystick Award for "Game of the Year" among other awards.
Jiangnan Mould & Plastic Technology reduced its shareholding in Bank Of Jiangsu by 25 million shares, and multiple listed banks have seen shareholding reductions by shareholders this year.
① On the evening of December 11, the listed company Jiangnan Mould & Plastic Technology (000700) announced that it had recently reduced its shareholding in Bank Of Jiangsu by 25 million shares, with a transaction amount of 0.226 billion yuan. ② Throughout the year, there have been multiple cases where shares of listed banks have been reduced by Shareholders, involving Bank Of Changsha, Bank Of Hangzhou, Qilu Bank, and others.