The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
It is proposed to set aside a goodwill impairment provision of nearly 0.9 billion yuan. China National Accord Medicines Corporation's revenue and net profit are expected to decline in 2024 | Quick Announcement.
① Due to the combined impact of intensified market competition and other factors, China National Accord Medicines Corporation expects a decline in both revenue and Net income for 2024. ② The company plans to make an impairment provision totaling 1.094 billion yuan for credit impairment losses and asset impairment losses.
The wave of L orders from large factories has really arrived? After the mysterious 'Company X' ignited the market, Hongjing Technology officially announced a 0.7 billion L order | Quick read announcement.
① Hongjing Technology will provide intelligent computing project services to Company Y, with a total contract amount of 0.721 billion yuan and a contract period of five years. ② Previously, the two large Orders of around 3.7 billion yuan from Hainan Huatie and Lanyun Technology sparked the market, with Hainan Huatie recently stating that the market demand for computing power is quite strong. ③ There are rumors in the market about a wave of large Orders for computing power from major companies, but Hongjing Technology has not responded directly, and other companies have also not disclosed specific information about customers to reporters.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.
① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.
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.