The entire pharmaceutical sector has surged sharply; what happened?
On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
Special Treat Tianbang turned losses into profits. Director Zhang Banghui admitted: 2024 will be a year of ups and downs | Interpretations
① In 2024, ST Tianbang achieved a Net income of 1.459 billion yuan attributable to the Shareholders of the listed company, a year-on-year increase of 150.58%, marking a turnaround from losses to profits; ② Chairman Zhang Banghui expressed to investors in the annual report that 2024 is a year of ups and downs; ③ ST Tianbang's financial pressure has eased somewhat, but the crisis still exists.
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
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Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.