Disinfectant
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The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
Major asset restructuring changes, jinfa labi intends to reduce the acquisition of the target equity to 51% | Speed reading announcement
① Jinfa Labi has terminated the major asset restructuring, changing to the acquisition of 51% equity in Zhuhai Hanfei and Zhongshan Hanfei, which does not constitute a major asset restructuring. ② Jinfa Labi has incurred net income losses for two consecutive years, with revenue of 0.139 billion yuan in the first three quarters, down 7.63% year-on-year, and a net income attributable to shareholders of -9.9525 million yuan.
Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference
①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.
Investors are paying attention to the progress of FT606. Shandong Lukang Pharmaceutical did not directly respond to the production time | Live coverage of the earnings conference
① The company's new synthetic biotechnology material product FT606 has attracted much attention. ② The pharmaceutical industry was in the traditional off-season in the third quarter, leading to a decline in the company's Q3 performance. ③ In the earnings conference, a questioner claiming to be an investor expressed dissatisfaction with the lack of interaction.
Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations
1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.
Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.
1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.
Higher pork prices have enabled listed pig enterprises to enter a "profit-making mode", with Beijing Dabeinong Technology Group's Q3 achieving the peak of annual profits.|interpretations
①Supported by the rise in pork prices, Beijing Dabeinong Technology Group expects to achieve a net income of 2.8 billion-3.2 billion yuan in Q3, a year-on-year growth of 308.4%-338.17%; ②Some industry insiders believe that the breeding sector may continue to maintain reasonable profitability in Q4, and Beijing Dabeinong Technology Group may benefit from the dual-track performance support of the hog and seed sectors.
Disinfectant leader enters the semiconductor equipment field, Dalian Bio-Chem plans to acquire Chip Wise for 0.7 billion yuan | Speed read announcement
①Dalian Bio-Chem plans to acquire the semiconductor automation equipment company Chip Brain Connect for 0.7 billion yuan, while also injecting no more than 0.1 billion yuan into the spin-off company "Chip Brain Connect New"； ②Currently, Chip Brain Connect has a total order backlog of nearly 0.3 billion yuan, with an expected year-on-year revenue growth of 177%； ③Chip Brain Connect's original shareholders have committed that the company's net income for 2024-2026 will not be less than 0.1 billion yuan, 0.15 billion yuan, and 2.5 billion yuan.
The overall weakness of fluorine chemical industry is revealed despite the soaring refrigerant prices. Zhejiang Juhua's Q2 net profit is lower than the peak in the same period of 2022 | Interpretations
① In Q2, zhejiang juhua had a net profit attributable to shareholders of 0.524 billion yuan, which was lower than the same period of 2022; ② The net profit attributable to shareholders in H1 increased by 70.31% year on year, and there is great pressure for profit growth in H2; ③ The refrigerant is outstanding, while other fluorine chemical products are dragging down the performance; ④ The company's diversified layout does not have an advantage in the current stage of the industry.
Beijing Dabeinong Technology Group turned its losses into profits in Q2 of the pig cycle, and the dual tracks of breeding and pigs may become a support point for H2 performance.|Interpretation of financial statements
① With the upward impact of the pig cycle, Beijing Dabeinong Technology Group significantly reduced its losses in the first half of the year and turned losses into profits in the second quarter; ② Hindered by the overall downturn in the fodder industry, the company's fodder sales volume decreased by 8.92% year-on-year during the reporting period; ③ The pig market in the second half of the year is expected to remain at a high level, and the company's seed profits will also be reflected in the second half of the year. The dual-track development strategy will provide support for H2 performance.
The suspected pollution of Erkang Pharmaceuticals' Cambodian factory was evicted due to a local request and an announcement will be made later
Serious pollution
Polyvinylidene Fluoride Global Market Report 2022, Featuring Profiles of 3M, Arkema, Dongyue Group, Kureha, Solvay and Zhejiang Juhua
December 24 review: With sufficient reserve momentum this week, next week saw a substantial increase in trading volume as block orders targeted 5 stocks.
On December 24th, the three major indices opened higher and then fell back, with the Shanghai Composite Index maintaining a low consolidation, while the ChiNext Price Index led the decline in the two cities. In terms of sectors, the medical sector collectively surged, with traditional Chinese medicine stocks leading the gains, while food processing, retail, and other consumer stocks were active against the trend; new energy sectors such as lithium batteries, photovoltaics, and energy storage all fell across the board, with the heavyweight Contemporary Amperex Technology dropping over 9% intraday. The indices continued to weaken in the afternoon, with the ChiNext Price Index's decline expanding to 2.7% at one point. Stocks related to nurturing diamonds and the non-fungible token (NFT) concept surged, while sectors like autos, rare earths, fluorine chemicals, and digital currency remained sluggish. Overall, market sentiment is cooling, and individual stocks are showing a general downward trend in the two cities
ABCAM Closes $340 Million BioVision Purchase
ABCAM PLC Completion of BioVision Acquisition
Guangxi Bossco Environmental Raises $117 Million From Private Placement
Aoyuan Healthy Life Arm Offloading 30% Stake in Health Services JV
Chinese Shares Rebound; Two Debutants Stage Strong Gains
Afternoon review: Prev fell 1.3%, A-share "drink and eat meat" market more than 170 stocks fell by the daily limit
By midday, the three major A-share indexes were up and down, with the Prev down 1.3% and the Shenzhen Composite Index down 0.55%. The gem index was up 0.43%. From the market point of view, liquor, pork, chicken and other concepts led the increase. In the liquor sector, Guizhou Moutai trading limit, Gujing tribute wine, Luzhou laojiao trading limit, Wuliangye close to the limit; in the pork plate, Muyuan shares rose more than 8%; in the chicken concept, Xiaoming shares 20CM, Shengnong development limit. However, under the condition of A-share "drinking and eating meat", as many as 3800 companies in the two cities fell, while the number rose to only 600. the number of companies that fell to the limit reached 176,
Sinorama Science and Technology ranked first among the "Top 50 Electronic Materials in China" and "Top 10 majors in Electronic and Chemical Materials".
Guangzhou September 27 / PRNewswire-Asianet /-- September 24-25, "2021 China Electronic Materials Industry Technology Development Conference" was solemnly held. With the theme of "enabling New Development and Innovation Future", the conference specially invited well-known academicians, authoritative experts and elites of electronic materials enterprises to gather in Guangzhou, China, from the perspectives of national policy, cutting-edge technology, collaborative innovation and other dimensions. in-depth discussion of new technologies, new developments and new applications of electronic materials to promote the breakthrough of China's electronic materials foundation and the high-end breakthrough of the industrial chain. At the meeting, the organizers released the fourth session.