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.
Jiangsu Lianhuan Pharmaceutical: After nearly 0.3 billion failed placement, plans to borrow 0.2 billion from Banks for Innovative Drugs project "waiting for rice to cook" | Quick read announcement.
① Following the termination of the fundraising plan through the issuance of Convertible Bonds last year, Jiangsu Lianhuan Pharmaceutical has announced the termination of the plan to raise funds by issuing Stocks to specific targets through a simplified procedure. ② In order to develop Innovative Drugs projects, Jiangsu Lianhuan Pharmaceutical intends to apply for a research and development loan from the Jiangsu branch of the National Development Bank, with a credit amount of 0.24 billion yuan.
Huawei will release AI pathology models, and the Medical Industry is迎来 an important opportunity for intelligent upgrades.
① Huawei's data storage public account released information stating that it will launch the Ruijin pathological model based on the Huawei DCS AI solution. ② Jianghai Securities pointed out that under the guidance of the Health China 2030 Global Strategy, the Medical Industry is ushering in an important opportunity for intelligent upgrades.
Shenzhen Kangtai Biological Products: Expected net income to decrease by about 70% last year, adjustments to the immunization program may lead to a decrease in sales of the tetravalent vaccine | Interpretations
In 2024, affected by market competition, inventory reduction and other factors, Shenzhen Kangtai Biological Products expects Net income to decline by about 70% year-on-year; fixed asset depreciation expenses and increased asset impairment have also impacted the company's Net income decline; recent adjustments by the government to the immunization schedule for DTP vaccines may lead to a risk of declining sales for the company's four-component vaccine products.
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%.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.