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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.
*ST Longjin (002750.SZ): Received the Pharmaceutical supplementary application approval notice for Febuxostat tablets.
On March 5, Glonghui reported that *ST Kunming Longjin Pharmaceutical (002750.SZ) announced that the company recently received the "Notice of Approval for Supplemental Application for Pharmaceutical" (Notice Number: 2025B00871, 2025B00868) issued by the National Medical Products Administration. The approved marketing license holder for Febuxostat tablets has changed from "Wuhu Yangyan Pharmaceutical Co., Ltd." to "Kunming Longjin Pharmaceutical Co., Ltd.,” while the pharmaceutical approval number remains unchanged. The production site, prescription, production process, quality standards, etc., for the transferred pharmaceutical remain consistent with those of the original pharmaceutical, with no changes. Febuxostat tablets are suitable for patients with gout who suffer from high uric acid levels.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
4 consecutive limit-ups Special Treat Longjin (002750.SZ): there is a risk of being delisted.
*Special Treat Longjin (002750.SZ) announced that the company has disclosed its performance forecast for the year 2024, expecting relevant...
*ST Longjin: 2024 performance forecast
*Special Treat Longjin (002750.SZ): Expected loss of 29.8162 million yuan to 44.3776 million yuan for the year 2024.
*ST Longjin (002750.SZ) announced its performance forecast for 2024 on January 21. The total loss for 2024 is expected to be between 33.2562 million yuan and 49.4976 million yuan. The Net income attributable to shareholders of the listed company is expected to be a loss of between 29.8162 million yuan and 44.3776 million yuan. The Net income attributable to shareholders of the listed company after deducting non-recurring gains and losses is expected to be a loss of between 38.0034 million yuan and 56.5632 million yuan. The basic EPS is expected to be a loss of between 0.0744 yuan/share and 0.1108 yuan/share, with revenue expected to be between 50.865 million yuan and 74 million yuan.