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.
Accused of forging a seal, achieving a sales volume of 0.117 billion in two years. Jimin Health is suing its own vice president. Can Dealers get their payment back? | Quick read announcement.
① The stamp of Jimin Health is identified as "forged," and the investigation revealed the existence of a "supplementary agreement"; ② Jimin Health is at risk of being sued by Dealers, stating that "it will actively communicate with the involved Dealers to seek a proper solution"; ③ The industry believes that the involved vice president may have undertaken a considerable sales task, thus "taking a risk," while it's very difficult for suppliers to recover the payments in the short term.
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?
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Shanghai Haohai Biological Technology 2024 Annual Report: The proportion of medical aesthetics business has further increased, and the impact of policies such as centralized procurement has not yet faded.
① The medical beauty Sector achieved revenue of 1.195 billion yuan, a year-on-year increase of 13.08%, with the business proportion rising from 39.96% to 44.38%, becoming the core driving force behind the company's current performance growth. ② Compared to the "counter-trend growth" of the medical beauty Sector, multiple sectors of Shanghai Haohai Biological Technology experienced varying degrees of revenue decline, and have not yet overcome the painful adjustment period of policies.
Wu Shujiang from Botao Bio: Focus on differentiated competition in the in vitro diagnostic Industry POCT subdivision, the commercialization of microfluidic testing products has arrived in its inaugural year | Dialogue with technology innovators.
① "Currently, microfluidic detection products have achieved technical breakthroughs, and customer feedback has been relatively positive." Microfluidic detection products will be the company's new generation of rapid diagnostic products handed over to the market. ② The company focuses on overseas markets, with overseas business accounting for 70%, and the North American and Latin American markets are growing rapidly.
On the rise of optical Communications, Tengjing Technology's revenue and net profit are expected to both increase in 2024.
① Tengjing Technology seizes the market opportunity created by the growth in demand for high-speed optical Communications components driven by AI computing power, further expanding the scale of its optical Communications Business; ② Tengjing Technology plans to use the excess raised funds to build a research and development center (Phase II), promoting new technologies such as "chirped grating technology development" and "freeform surface technology development."