New Hope Liuhe expects to turn its non-recurring net profit from loss to gain. Liu Chang stated that 2025 is still in the "protracted battle" phase | Interpretations
① New Hope Liuhe expects a year-on-year increase in net income attributable to the parent company of 80.58%-120.71% in 2024, and the non-recurring net income will turn from a loss to a profit; ② The company's Chairman, Liu Chang, stated that although New Hope Liuhe has turned the situation around in 2024, it is still in a "protracted battle" phase.
Number of fundraising projects has been postponed multiple times; Aburu has lost money for two out of its three years since listing | Interpretations
① The overall gross margin of the Eco-friendly Concept projects has declined, and Aibulu expects a Net income loss of 32 million to 40 million yuan in 2024; ② The company's main business has 'poor harvest', and the fundraising projects are delayed, but outside the main business, the company has heavily invested in 'chips', and during the surge in stock prices, some Shareholders have started their Shareholding journey.
Tongwei Co.,Ltd had a net loss of up to 7.5 billion last year, and Liu Hanyuan faced the "first loss in 42 years of entrepreneurship" | Interpretations
① The company's Q4 loss amounts to 3.027 billion-3.527 billion yuan, marking five consecutive quarters of Net income losses since the fourth quarter of 2023; ② After two silicon material companies announced the gradual initiation of phased production reductions and maintenance on their high-purity polysilicon production lines, polysilicon prices have risen for several consecutive weeks, and the Industry prices are expected to recover to reasonable levels.
OpenAI is entering the virtual assistant field, and Asia Vets are accelerating the move into commercialization.
① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.