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Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
The FDA has once again delayed the approval for Jiangsu Hengrui Pharmaceuticals' PD-1 combination product.
Once again, it is a production compliance issue.
The "Double Ai" therapy has encountered obstacles again in its launch in the USA. Jiangsu Hengrui Pharmaceuticals responded that they will "quickly resubmit the listing application after confirming the reasons."
① The "Double Ai" therapy has received a complete response letter from the FDA upon the second submission of the application; ② Jiangsu Hengrui Pharmaceuticals responded to reporters stating: they will promptly resubmit the application for market approval after confirming the reasons; ③ Experts say, "This is just a minor setback, production-related issues are easy to resolve."
Midea's entry into humanoid robots, UBS Group: Not surprising, Midea can leverage supply chain resources.
UBS Group believes that by 2035, the market size for humanoid robots in China is expected to reach 200-300 billion yuan. Domestic companies place greater emphasis on Hardware and system integration capabilities. Although there is limited profit contribution in the short term, due to the increasing market attention on the white goods Industry and AI/Siasun Robot&Automation themes, the stock price of Midea may continue to rise in the short term.
Is Baijiu(Chinese Liquor) saved? After the Spring Festival, several Baijiu(Chinese Liquor) Funds rose over 10%. Have the investors who entered at a high point recovered their capital?
① Funds heavily invested in Baijiu are rebounding, with many products increasing over 10% after the holiday; ② Investors who poured into funds focused on Baijiu three years ago are still at a loss; ③ A total of 19 related Baijiu stocks are heavily held by public funds, with the market value of Kweichow Moutai's heavy holdings significantly reduced from its peak.
This week, 13 more companies were added! Gree Electric Appliances, Inc.of Zhuhai and several other stocks revealed plans for shareholding and repurchase loans, a list of related A-shares is provided.
According to incomplete statistics from the Financial Association, 13 A-share listed companies announced the disclosure of shareholding related to repurchase and refinancing this week (see attached table); Gree Electric Appliances, Inc. of Zhuhai shareholder, Ocean Connect, receives the highest specific loan amount, which does not exceed 1.47 billion yuan.