An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.
① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.
A-share midday review: Chinext Price Index fell by 2.77%, over 4,800 stocks in the red, Consumer Electronics Concept had the largest decline.
Major A-share indices all dropped in the morning session. By the lunch break, the Shanghai Composite Index fell 1.46% to 3182.48 points, the Shenzhen Component Index dropped 2.38%, the Chinext Price Index declined 2.77%, and the Northbound 50 Index decreased by 2.20%. The All Market had a half-day trading volume of 713.9 billion yuan, an increase of 103.2 billion yuan compared to the previous day, with over 4,800 stocks in the red. On the market, influenced by positive policy news, some Retirement Concept stocks performed strongly, with Everjoy Health Group and Dahu Aquaculture hitting the daily limit. Some port and Marine Transportation stocks also rose, with COSCO SHIP ENGY up over 7%, and China Merchants Energy Shipping and Xiamen Port Development rising over 4%. The Consumer Electronics concept dropped overall, with Guoguang Electric and Yidao Information seeing declines.
Chengfei injection completed, Zhonghang Electronic Measuring Instruments plans to change its name to Zhonghang Chengfei丨Quick Read Announcement.
① Investors have long awaited the integration of Chengfei into Zhonghang Electronic Measuring Instruments, which has finally been completed; ② Zhonghang Electronic Measuring Instruments intends to be renamed as Zhonghang Chengfei.
Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.
The "flying" pigs! Wens Foodstuff Group expects its revenue to surpass 100 billion yuan for the first time in 2024, with profits nearing 10 billion yuan | Quick announcement.
① Wens Foodstuff Group expects to achieve revenue exceeding 100 billion yuan and a net income of 9 billion-9.5 billion yuan in 2024; ② Analysts believe that the company's performance meets expectations but does not exceed them, which is considered normal; ③ In contrast to the impressive performance, Wens Foodstuff Group's stock price has dropped a cumulative 16.66% throughout the year 2024.
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