Net profit is expected to increase by more than double, with Wigo Orthopedics' performance in 2024 showing a "rebound" as orthopedic consumables procurement enters a stable period.
① Regarding the reasons for the performance changes, Weigao Orthopedics attributes it to the company's implementation of volume-based procurement policies and the proactive adjustment of relevant Business strategies, as well as the contribution of new product lines and overseas markets; ② Another orthopedic company, Double Medical Technology Inc., also saw significant recovery in performance. Weigao Orthopedics General Manager Lu Junqiang mentioned that although there was a substantial price drop before and after the centralized procurement, the main product lines achieved sustained growth in sales volume, surgical volume, and market share.
The market reacted with a limit-up! The annual report season for A-shares has begun, and some listed companies are expected to have year-on-year increases of more than eight times.
① The annual report trend for A-shares is gradually unfolding. After Zhejiang Dibay Electric announced a performance forecast increase last Thursday, it achieved three consecutive limit-ups on Tuesday; after Whirlpool announced a performance forecast increase last Friday, it achieved two consecutive limit-ups on Tuesday; on the day after announcing its performance forecast increase, Xizi Clean Energy Equipment Manufacturing reached a limit-up. ② A review of the list of A-share listed companies expected to have the highest net income growth of over 100% year-on-year in 2024 and the reasons for the changes in performance (attached table).
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.
Shanghai Sanyou Medical Co., Ltd acquires its controlling subsidiary at a 4 times premium, with the necessity of the Trade and performance commitments being key points of inquiry.
① Shanghai Sanyou Medical Co., Ltd intends to acquire the remaining shares of its subsidiary, Shuimu Tianpeng. An assessment indicates that Shuimu Tianpeng's value has increased by 0.693 billion yuan, with a value increase rate of 406.21%. ② Shanghai Sanyou Medical Co., Ltd stated that the acquisition is beneficial for enhancing the company's overall profitability. Prior to the acquisition, Shanghai Sanyou Medical Co., Ltd had consistently faced declining performance.
Zhende Medical: The US tariff policy has no impact on the company yet, and the Mexican production base may be completed next year | Direct hit on earnings conference
①Zhende Medical's chairman Lu Jianguo introduced at the earnings conference that the construction of the new production base in Mexico is expected to be completed next year; ② Zhende Medical explained the company's Q3 operation situation, with further decrease in revenue from isolation protective equipment.
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.