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.