Vanke won the battle to protect its cash flow.
Emerging from the pain.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
The price of FPSO orders has increased by 50% over three years. China International Marine Containers will prioritize improving profitability in future orders | Direct coverage of the Earnings Conference.
① In 2024, the company achieved a revenue of 177.664 billion yuan, a year-on-year increase of 39.01%; the Net income attributable to the parent company was 2.972 billion yuan, a year-on-year increase of 605.60%; ② The company's Chairman, Mai Boliang, stated that this year the FPSO order volume will further increase, and future order acquisitions will focus on enhancing the order value. The demand for containers is also expected to be supported.
Are Steel stocks expected to stage a major reversal? Goldman Sachs: China State Construction Engineering Corporation's activity is showing preliminary signs of recovery, and steel demand is expected to rebound.
① Goldman Sachs stated that as the China State Construction Engineering Corporation activity shows preliminary signs of improvement, it could boost the prices of Steel and other CSI Commodity Equity Index. ② The Chinese government's work report emphasizes Real Estate efforts, proposing goals such as "stabilizing the Real Estate and stock markets" and "promoting the healthy development of the Real Estate and stock markets with greater efforts." ③ According to Goldman Sachs data, demand for CSI Commodity Equity Index related to infrastructure construction has slightly increased for the first time in three years, predicting that China may reduce Steel production by about 50 million tons to restore profitability.
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.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.