TJ DaRenTang is clearing out the "profit milk cow". What is the impact of this on future performance? | Quick read announcement.
① TJ DaRenTang announced its plan to transfer its 12% equity stake in Sino-American Schering for 1.623 billion yuan, liquidating this "cash cow." ② The company stated that this Trade aligns with its development strategy focused on its main business, which is beneficial for increasing the company's Cash / Money Market Inflow.
The price increase of Vitamins helped Xiamen Kingdomway Group achieve a 24% increase in net profit last year, while the gross profit margin of the core product coenzyme Q10 continued to be under pressure.|Interpretations
① Xiamen Kingdomway Group had a poor start but ended strong last year, meeting Brokerage expectations; ② The price increase of VA was the main reason for the performance growth, but prices have dropped to low levels this year; ③ Core product coenzyme Q10 has seen strong production and sales but the gross profit continues to decline.
Basically not affected by the USA tariff event. Jiangsu Nhwa Pharmaceutical: Continuing to pay attention to the progress of provincial collective procurement|Direct coverage of the Earnings Conference.
① Jiangsu Nhwa Pharmaceutical stated that the possibility of national-level collective procurement for its products is relatively small, but there is uncertainty in some local organized procurements; ② Regarding the USA's tariff actions, Jiangsu Nhwa Pharmaceutical believes that since the company's import and export business volume is very small, it is basically not affected.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The entire pharmaceutical sector has surged sharply; what happened?
On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.