Dalian Bio-Chem has started the construction of its semiconductor equipment production base, which is expected to have an annual output value exceeding 10 billion yuan by 2026 | Quick announcement.
① Dalian Bio-Chem's Global Strategy of transitioning to Semiconductors is being accelerated. Tonight, Dalian Bio-Chem announced a series of announcements, including the construction of a semiconductor equipment production base, increasing investment in its subsidiary holding companies, and planning in the CNI Zhujiang Index; ② According to industry insiders, the Dalian Bio-Chem production base project will include the new semiconductor equipment production line of Xinhuilian, with a designed annual shipping capacity of approximately 150 units each, with a total annual output value possibly exceeding 10 billion yuan.
Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.
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Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
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.