Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.

At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.

cls.cnMar 23 20:18 ET

This week added another 12 companies! Luzhou Laojiao and many other stocks disclosed shareholding repurchase and refinancing plans, a list of related A-shares is provided.

According to incomplete Statistics from the Financial Association, 12 A-share listed companies announced the disclosure of shareholding repurchase and related loan situations this week (attached table); Shaanxi Energy shareholder Yunnan Huishen intends to increase its shareholding in the company by 0.25 billion yuan to -0.5 billion yuan, with a loan not exceeding 0.45 billion yuan.

cls.cnMar 15 21:37 ET

Is Baijiu(Chinese Liquor) saved? After the Spring Festival, several Baijiu(Chinese Liquor) Funds rose over 10%. Have the investors who entered at a high point recovered their capital?

① Funds heavily invested in Baijiu are rebounding, with many products increasing over 10% after the holiday; ② Investors who poured into funds focused on Baijiu three years ago are still at a loss; ③ A total of 19 related Baijiu stocks are heavily held by public funds, with the market value of Kweichow Moutai's heavy holdings significantly reduced from its peak.

cls.cnMar 12 21:52 ET

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.

cls.cnMar 2 21:09 ET

Product quantity and price have both declined, coupled with impairments in goodwill and intangible Assets. Guangxi Wuzhou Zhongheng Group expects a loss of 0.2 billion to -0.4 billion yuan in 2024 | Interpretations.

① Guangxi Wuzhou Zhongheng Group released its annual performance forecast for 2024, expecting a net loss of 0.22 billion yuan to -0.43 billion yuan, with the non-recurring net income also expecting a loss of 0.2 billion yuan to -0.4 billion yuan. ② Despite the performance pressure, Guangxi Wuzhou Zhongheng Group simultaneously announced multiple measures to maintain the company's stock price, including stock cancellations, share repurchases, and voluntary locks by major shareholders.

cls.cnJan 24 10:11 ET

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%.

cls.cnJan 6 08:42 ET