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Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
In 2024, Jiangsu Hengrui Pharmaceuticals achieved record high revenue and net profit, with explosive growth in Innovative Drugs and research and development investment accounting for nearly 30% of revenue | Earnings Reports insights.
Net income is 6.337 billion yuan, a sharp increase of 47.28% year-on-year. Innovative Drugs sales reached 13.892 billion yuan, a year-on-year growth of 30.60%, accounting for nearly 50% of total revenue, becoming the core engine for performance growth.
Another 13 companies added this week! Midea Group Co., Ltd and several other stocks have disclosed plans for shareholding and repurchase loan plans. A list of related A-shares is provided.
① According to incomplete Statistics, as of the time of publication, 13 listed companies disclosed information related to repurchase Shareholding and refinancing this week (attached table); ② Midea Group Co., Ltd received the highest special loan amount, with the loan amount not exceeding 9 billion yuan.
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.
Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.
① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.
Merck And Jiangsu Hengrui Pharmaceuticals Entered Into An Exclusive License Agreement For HRS-5346, An Investigational Oral Small Molecule Lipoprotein(a) Inhibitor Currently In A Phase 2 Trial In China, Hengrui Pharma Will Receive An Upfront Payment...