Jinyu bio-technology: The industry is in the lowest valley period in history. New products next year will contribute to revenue growth | Directly addressing the earnings conference.
①At the performance briefing, jinyu bio-technology's chairman Zhang Chongyu frankly admitted that the industry is currently experiencing the lowest trough in history; ②The company stated that the competition in the pig vaccine sector is intense, and it will maintain its market share. Several new vaccines will be launched in the next two years. It is expected that the new products next year will contribute to a certain increase in revenue.
Tasly Pharmaceutical Group: Some products price reduction led to a decline in Q3 gross margin. All parties are actively promoting the trade with China Resources Sanjiu Medical & Pharmaceutical | Focus on earnings conference
① Affected by the overall low prosperity of the pharmacy industry, the company's pharmaceutical commerce sector saw a decline in revenue in the third quarter this year; the pharmaceutical industry sector's revenue grew year-on-year, but price reductions on some products led to a decrease in gross margin, and the company expects the gross margin to remain stable in the future. ② Regarding the equity trade matters between the company's major shareholder and china resources sanjiu medical & pharmaceutical, the company's general manager Cai Jinyong stated that the company and relevant parties are actively promoting various works for this transaction.
Clinical results did not meet expectations, tasly pharmaceutical group suspends the eight-year development "marathon" of the new cancer drug | Quick read announcement.
① Tasly Pharmaceutical Group announced the suspension of research and development for its Anmeimuk monoclonal antibody, which has reached the phase IIb clinical research stage since its approval in 2016; ② According to clinical research results, the efficacy of Anmeimuk did not meet expectations, and competition with other EGFR monoclonal antibody biosimilars is intense; ③ This project also involves Sirun Pharmaceutical's shareholding, with Tasly Pharmaceutical Group and Sirun Pharmaceutical recording asset impairment losses of 0.162 billion yuan and 14.1448 million yuan, respectively.
Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.
① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.
Stocks are hitting the ceiling! Since October, 10 A-share listed companies have announced being targeted, with china national medicines corporation and sh pharma being targeted on the same day by new china life insurance.
① According to incomplete statistics, since October, 10 A-share listed companies including zhejiang east crystal electronic, semiconductor manufacturing international corporation, quanjinhao, lifecome biochemistry, zhejiang jingu, primeton information technologies, inc., guangzhou goaland energy conservation tech, xuzhou handler special vehicle, china national medicines corporation, and sh pharma have announced that they have received major stock purchases from relevant parties (see attached table). ② In the secondary market, this week, xuzhou handler special vehicle and guangzhou goaland energy conservation tech have both seen their stock prices increase by more than 100% since September.