000147 SSE Select Consumption Industries Index
- 6804.71
- -87.19-1.27%
Controlling shareholder's high pledge rate is questioned, Tonghua Dongbao: revenue will recover quarterly in the second half of the year | Directly hit the earnings conference
① The high pledge rate of shares held by Tonghua Dongbao's controlling shareholder was questioned. Li Jiahong, chairman of the company, said that it was due to the long investment project cycle of Dongbao Group; ② In terms of performance, Li Jiahong expects the company's revenue to recover quarterly in the second half of the year; ③ the company also explained the sales situation of new products.
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①Shanghai Stock Exchange: From October 8th, the acceptance time for designated trading order instructions will be extended; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②Hong Kong stocks are booming with a high increase in the number of new brokerage accounts and margin trading data within the past week; Many places have introduced optimized policies for real estate, and the market has responded positively.
Dongpeng Beverage: Tianjin base construction + channel expansion, gradually increasing market share in the northern region | Direct hitting earnings conference
1. Dongpeng Beverage's "northward" progress has attracted attention, and the company stated that it is actively promoting the construction of the tianjin production base. 2. The company stated that it will gradually increase its market share in the northern market by continuously improving the distribution system, deepening channel expansion, increasing consumer stickiness, and gradually achieving sales conversion.
Humanwell healthcare's "autumn of many events": Controlling shareholder is being applied for reorganization, previously penalized by regulators | Speed Reading Notice
1. Tonight, humanwell healthcare announced that its controlling shareholder Contemporary Technology has applied for restructuring, which has been accepted, there is a possibility of a change in control of humanwell healthcare; 2. Humanwell healthcare, its controlling shareholder Contemporary Technology, and the actual controller have been repeatedly monitored and sanctioned by regulatory authorities; 3. Earlier this year, executives of humanwell healthcare have successively reduced their shareholding, and the 2024H1 performance continues the trend of 'increased revenue but not increased profit' from 2023.
"Miracle drug" for reducing fever – An Gong Niu Huang Wan and Zhangzhou Pientzehuang Pharmaceutical are being recalled in many places, causing a decline in market prices | Industry News
①The price of Angong Niuhuang Pills and Zinc Ingot of Zhangzhou Pientzehuang Pharmaceuticals has dropped, with a decrease of more than 100 yuan per pill/ingot. ②With the production and marketization of cultivated musk in the body, as well as the pilot project of lifting the ban on the import of natural musk in China, industry insiders expect that the tight supply and demand situation of musk raw materials will be alleviated.
Maximum of 6 billion! kweichow moutai proposes to buy back shares, implementing repurchase for the first time in 23 years since listing.
①The purpose of repurchasing shares is for cancellation and reduction of the company's registered capital. ②The repurchase price of shares shall not exceed 1795.78 yuan per share (inclusive).
Is the 'faith' collapsing? kweichow moutai hits a new low in 2022, with many 'top players' reducing their positions.
It is worth noting that Kweichow Moutai fell to 1268.89 yuan in early trading, breaking the previous low of 1333 points before October 31, 2022.
Top oncology conference is coming! Multiple popular anti-cancer drugs will debut, involving these A-share companies.
①The annual meeting of the European Society for Medical Oncology will be held in Barcelona, Spain in 2024; ②At the meeting, Beigene, Jiangsu Hengrui Pharmaceuticals and other listed companies will release the latest data on their oncology drugs; ③In addition, the conference will also discuss cutting-edge topics such as the impact of artificial intelligence on the diagnosis and treatment of tumors.
During the peak season of Mid-Autumn Festival, the wholesale price of Feitian Maotai fell below 2600 yuan. Maotai responded: the overall market is relatively stable.
According to Kweichow Moutai, the increase in the proportion of wholesale channel revenue in the first half of the year is mainly due to the increase in the ex-factory price of Feitian Moutai and other products. There has been no increase in dealers for Moutai liquor, and the 18 newly added dealers are all dealers of the series of Moutai liquor. The company's policy towards Moutai liquor dealers remains unchanged.
Is the GLP-1 pipeline progressing slowly? Gan & Lee Pharmaceuticals: GZR18 has the potential for superior weight reduction efficacy compared to multi-target drugs | Live coverage of the earnings conference.
At the earnings conference, the management of Gan & Lee Pharmaceuticals emphasized that the price regression of the company's insulin products in the follow-up volume procurement has driven the performance. In the face of doubts about the progress of GLP-1 pipeline research and competitiveness, Dou Kai, the General Manager of Gan & Lee Pharmaceuticals, stated that GZR18 injection has a weight loss effect that exceeds exenatide and dulaglutide, and has the potential to be superior to multi-target GLP-1RA drugs in weight loss efficacy.
Zhejiang Hisun Pharmaceutical: Give up the pharmaceutical distribution raw material business, leading to a decline in H1 revenue. Sales of Olsalazine increased significantly compared to the same period last year.
①At the earnings conference, the CFO of Zhejiang Hisun Pharmaceutical explained that the decline in H1 revenue was due to the company's abandonment of low-margin pharmaceutical distribution raw material business and other factors. ②President Xiao Weihong addressed questions about the growth in endocrine drug revenue and the future business model of the animal health sector.
Dongpeng Beverage's performance in the first half of the year reached the upper limit of the forecast, intending to distribute a mid-term cash dividend of approximately 1 billion yuan. Interpretations
In the first half of the year, Dongpeng Beverage's revenue and net income increased by over 40% year-on-year, with net income reaching the upper limit of the previous forecast. The company plans to distribute a cash dividend of 25 yuan for every 10 shares.
Due to the slowdown in consumer demand, the revenue and non-GAAP net income of Inner Mongolia Yili Industrial Group have decreased by 9.53% and 12.81% respectively. | Finance Report News
Due to the oversupply of raw milk, the retail price of dairy products has declined, and at the same time, consumer demand has slowed down, resulting in a decline in the company's product sales volume. This has dragged down the year-on-year revenue of Inner Mongolia Yili Industrial Group by 9.53%, and the non-GAAP net income by 12.81%.
Foshan Haitian Flavouring and Food's H1 performance growth rate basically meets the annual plan. The online growth rate is higher than the offline growth rate.|Interpretation of financial report
① "Sauce Maotai" Foshan Haitian Flavouring and Food is regaining growth. After experiencing a double decline in revenue and net profit last year, the company achieved double growth in performance in the first half of the year. ② According to interviews conducted by Cai Lianguo, online sales of condiments in the first half of the year may be better than the overall market. The condiment market is presenting structural opportunities, and the importance of the online market is increasing.
The decline in the pharmaceutical sector is affecting overall revenue. Fosun Pharma: Will focus on building super 1 billion yuan big varieties | Earnings conference highlights.
Fosun Pharma's revenue from innovative drugs in the first half of the year exceeded 3.7 billion yuan, accounting for about 18% of the overall revenue. Wu Yifang revealed that the business of innovative drugs will strive to achieve a compound annual growth rate of 30% in the next few years. Wu Yifang said that the privatization of Henlius is currently underway, and the entire business and pipeline of Henlius will be deeply integrated with Fosun Pharma through privatization.
High inventory combined with industry pressure, Chongqing Taiji Industry's H1 revenue and net profit both declined | Interpretations
In the first half of this year, Chongqing Taiji Industry's net profit was 0.495 billion yuan, a year-on-year decrease of 12.51%. The company stated that the poor performance in the first half of the year was mainly due to the high base of the same period last year and the high social inventory of some products.
Behind the "cliff-like" decline in performance of Beijing Wantai Biological: vaccine business revenue decreased by more than 80% | interpretations
①The main reason for the significant decline in the performance of beijing wantai biological pharmacy enterprise's H1 is the decrease in sales revenue of the bivalent HPV vaccine. ②The revenue of the company's diagnostic division exceeded the vaccine division, while overseas revenue saw a certain year-on-year growth. ③The production conditions for the commercialization of the nonavalent HPV vaccine of the company are in place, and the listing application is progressing according to plan.
Bright Dairy & Food increased capital by 0.185 billion New Zealand dollars to continue to "underpin" the debt subsidiary. | Speed reading announcement
① Subsidiary New Latte plans to issue 0.308 billion shares to Bright Dairy & Food Holding Ltd at a price of 0.6 New Zealand dollars/share for a total financing of 0.185 billion New Zealand dollars. ② New Latte is doing this to repay its due debt. ③ Two months ago, Bright Dairy & Food provided a RMB loan of 0.561 billion to New Latte for the same purpose.
Pre-cooked food not selling well? Anjoy Foods Group's H1 performance growth rate has dropped to single digits | Interpretation of financial report
In the first half of this year, Anjoy Foods Group's net income increased by 9.17% year-on-year, but net income in the second quarter fell by 2.51% year-on-year. Among its main products, the revenue growth of instant noodles and pre-cooked foods declined significantly compared to the same period in 2023. As of the end of the reporting period, the company had a total of 2060 dealers, an increase of 96 from the beginning of the period.
Hengrui received an FDA warning letter | Jianzhi Research
A problem that should not have been present arose from a leader. Following the June FORM483 incident, Hengrui has one more opportunity to rectify the issue.