Is it photovoltaic materials instead of semiconductors? Ningbo Fuda plans to acquire control of Jingxin Materials | Quick read of the announcement.
① Ningbo Fuda announced tonight its intention to acquire control of Jingxin Materials through cash equity transfer or capital increase; ② Jingxin Materials mainly produces silver paste for solar photovoltaic applications, back silver paste, special conductive silver powder, and more; ③ There were earlier market rumors at the end of last year that Rongxin Semiconductors would inject into Ningbo Fuda, which the company denied.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
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.
Repurchase amount does not meet the standard, jilin yatai group is ordered by regulators to make corrections | Quick read announcement
1. When the repurchase term expires, jilin yatai repurchases amount falls below the lower limit of the repurchase total, and the Jilin Securities Regulatory Bureau requires correction. 2. Jilin Securities Regulatory Bureau decides to take corrective regulatory measures against the company and record it in the securities and futures market integrity file.
Conch Cement's Q3 revenue fell by 32.89% year-on-year, with net income also decreasing by 15.13%. | Financial Report Watch
In the third quarter, due to the dual decline in sales volume and prices of cement business products, the company's revenue and profit both saw a double-digit year-on-year decrease.
Net income declined by more than 74 times, with a loss of 3.7 billion in the first three quarters, xinjiang tianshan cement, the leader in the cement industry, still has 6 billion outstanding bonds.
①The structural overcapacity contradiction in the cement industry remains prominent. ②Analytical viewpoints suggest that the company faces potential risks of accounts receivable, inventory, and goodwill impairment.