The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.
Non-public offering of information disclosure violations, yueyang forest & paper's controlling shareholder receives warning letter | Quick Read Announcement
①As a result of the previous issuance of additional shares, there were violations in the disclosure process, and the direct controlling shareholder of yueyang forest & paper received a warning letter. ②Affected by the industry downturn, the gross margin of new projects undertaken has decreased compared to previous years, and Chengtong Kaisheng's net income in H1 of this year has changed from profit to loss.
Traditional Chinese medicine health products face difficulties in transitioning online. Shouxiangu Pharmaceuticals: Striving to have top anchors promote products during the singles' day sales. | Earnings conference in focus.
①The demand for traditional Chinese medicine health products has not improved; ②Zhejiang Shouxiangu pharmaceutical is promoting singles' day sales through live streaming hosts; ③Multiple measures are taken to maintain product price stability; ④Online transformation still faces certain challenges.
Tesla plans to launch FSD in China in the first quarter of next year. Institutions say that the intelligent driving industry has reached a critical point.
Tesla released a roadmap on September 5th, and plans to launch the Full Self-Driving (FSD) system in China and Europe in the first quarter of 2025. However, approval from regulators is still pending. Anxin Securities' Ma Liang believes that in recent times, multiple policies have been introduced to support the development of intelligent driving, and combined with car companies actively promoting urban NOA deployment, the inflection point of the intelligent driving industry has arrived. It is recommended to pay attention to related opportunities.
The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.
The State Tobacco Monopoly Administration issued a notice on the revision and implementation of the Regulations on the Management of Electronic Cigarette Transactions. The notice mentions that the competent administrative department of tobacco monopoly of the State Council will establish a nationwide unified electronic cigarette trading management platform. Caitong Securities' Lv Mingzhang pointed out that in the long term, non-compliant products will gradually be cleared, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.
Hybio Pharmaceutical's H1 revenue continues to decline. Are active pharmaceutical ingredients becoming a 'lifesaver' for large orders? | Interpretations
①In the first half of this year, the revenue decline trend of Hybio Pharmaceutical has not been stopped, and the net profit loss has narrowed to some extent; ②The revenue of the formulation sector continues to decline due to the impact of block orders for main products, and the revenue contribution of the active pharmaceutical ingredient sector has become the first; ③In the first half of this year, Hybio Pharmaceutical has made some efforts to alleviate the cash flow.