Increase R&D investment to "bet" on new chip products and AI edge. Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations

① Given the low base from last year, Allwinner Technology expects the non-recurring net income to grow over 14 times year-on-year in 2024; ② The company estimates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the net income for Q4 last year will decline year-on-year.

cls.cnJan 23 10:47 ET

Target Price raised by 33%! JPMorgan is bullish on Contemporary Amperex Technology: technological innovation and global market expansion drive growth.

JPMorgan believes that due to the accelerated growth in sales, potential increases in unit economic efficiency, and its position as a CSI Leading Technology Index, the core competitive advantages of Contemporary Amperex Technology are promising. The target price has been significantly raised from 300 yuan to 400 yuan, indicating a potential increase of 53.9% compared to Tuesday's closing price.

wallstreetcnJan 22 23:02 ET

Involved in the "first major bidding case of national procurement", ApicHope Pharmaceutical may face its first loss after going public | Interpretations

① Due to the continued increase in research and development investment, reimbursement of medical insurance refunds, and other factors, ApicHope Pharmaceutical may experience its first loss since its listing in 2024. ② It is expected that the net loss in Q4 will be between 0.225 billion yuan and 0.433 billion yuan.

cls.cnJan 22 10:27 ET

Shenzhen Kangtai Biological Products: Expected net income to decrease by about 70% last year, adjustments to the immunization program may lead to a decrease in sales of the tetravalent vaccine | Interpretations

In 2024, affected by market competition, inventory reduction and other factors, Shenzhen Kangtai Biological Products expects Net income to decline by about 70% year-on-year; fixed asset depreciation expenses and increased asset impairment have also impacted the company's Net income decline; recent adjustments by the government to the immunization schedule for DTP vaccines may lead to a risk of declining sales for the company's four-component vaccine products.

cls.cnJan 22 10:26 ET

Intensified competition puts pressure on gross margin, Luoyang Xinqianglian Slewing Bearing expects a significant decline in performance for the 2024 fiscal year | Interpretations

① In 2024, the competition pressure in the wind power industry is being passed upstream, leading to performance pressure for wind power component companies. Luoyang Xinqianglian Slewing Bearing expects a significant decline in the company's performance year-on-year in 2024; ② Some industry insiders have indicated to reporters from Cai Lian She that there are signs of easing in the internal competition of the wind power industry.

cls.cnJan 21 07:57 ET

Has the anti-dumping investigation come to a conclusion? The EU announces the final tax rate on imported erythritol from China, with mixed reactions from Baolingbao Biology and Sanyuan Biological | Quick read announcement.

① The EU announced the final ruling results of the anti-dumping investigation into erythritol products originating from China, with Sanyuan Bio and Baolingbao Biology being subjected to different tax rates, leading to mixed feelings. ② Baolingbao Biology stated it will actively expand into the EU market, while Sanyuan Bio indicated it will promote new products in the EU and strengthen development in the domestic market.

cls.cnJan 19 09:15 ET