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Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
Track the entire lifecycle of the main Sector.
Special Treat Jiahua is on the brink of being delisted, with losses of 4.3 billion over six years. How can it turn around while being mired in the mud of salmon farming?
① ST Jiawo will become the first company on the A-share market to receive a non-standard audit opinion in 2025. The company will also be subject to delisting risk warnings; ② The turning point in performance appeared in 2019, when the company acquired the salmon business through a significant investment; ③ The company previously went public through Wanfushengke, creating a classic case of "turnaround in adversity." Now faced with difficulties again, how will it turn around this time?
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.
Retail channels are under pressure, and Yihai Kerry Arawana Holdings' performance last year declined by more than 10% year-on-year, planning to further extend the Industry Chain | Interpretations.
① The main products saw an increase in volume but a decrease in price, with Yihai Kerry Arawana Holdings' revenue and Net income both declining year-on-year in 2024; ② The company established a subsidiary with Jiangxi Fushine Pharmaceutical, with company personnel stating that this move aims to extend the Industry Chain and enrich downstream products.
Is the low sugar price dragging down? Cofco Sugar Holding's net income in Q3 decreased by more than 50% year-on-year | Interpretations
①Cofco Sugar Holding achieved revenue of 7.757 billion yuan in Q3, a year-on-year decrease of 30.41%, achieving a net income of 0.299 billion yuan, a year-on-year decrease of 55.41%; ② The company's revenue and net income have experienced consecutive year-on-year declines for two quarters, and the year-on-year decline is expanding.