Vitamin prices have fallen, but it has not impacted performance; Zhejiang Nhu and Brother Enterprises Holding's Q1 performance remained basically stable compared to the previous quarter | Interpretations

① Zhejiang Nhu and Brother Enterprises Holding achieved a strong start in their performance in the first quarter of this year; ② Due to the influence of the order cycle, the price drop in Vitamins has not yet significantly impacted manufacturers' performance in the first quarter of this year; ③ In April, Vitamin prices continued to decline, putting short-term pressure on manufacturers' performance.

cls.cnApr 14 23:11

The price increase of Vitamins helped Xiamen Kingdomway Group achieve a 24% increase in net profit last year, while the gross profit margin of the core product coenzyme Q10 continued to be under pressure.|Interpretations

① Xiamen Kingdomway Group had a poor start but ended strong last year, meeting Brokerage expectations; ② The price increase of VA was the main reason for the performance growth, but prices have dropped to low levels this year; ③ Core product coenzyme Q10 has seen strong production and sales but the gross profit continues to decline.

cls.cnApr 9 21:36

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.

cls.cnApr 8 08:33

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.

cls.cnApr 7 08:17

The Social Security Fund's annual report on Hold Positions has been revealed! A total of 52 new stocks entered the top ten circulating Shareholders list, with China Resources Double-Crane Pharmaceutical receiving the most Shareholding increases.

① With the continuous disclosure of the 2024 annual reports of listed companies, the Social Security Fund has newly entered the top ten circulating shareholders list of 52 individual stocks; ② Among them, China Resources Double-Crane Pharmaceutical has the highest number of new holdings by the Social Security Fund, reaching 3; ③ Attached is the list of A-shares where the number of newly added Institutions held by the Social Security Fund in the fourth quarter of 2024 ranks highest (attached table).

cls.cnMar 29 16:55

The founder sold the controlling stake at a 30% premium. Will Shaanxi Kanghui Pharmaceutical still sell medications in the future? | Quick read of the announcement

① Kanghui Holdings transferred 22% of its shares in Shaanxi Kanghui Pharmaceutical at 24.70 yuan/share, reflecting a premium of 31.24% compared to the price before the suspension. ② The business scope of the transferee, Yuehe Zhichuang, does not include any mention related to pharmaceuticals.

cls.cnMar 20 23:04