Warner Pharmaceutical's centralized procurement plans to win bids for three products, and the proposed bid price for Silver Blade is at a high level compared to similar categories.
① Warner Pharmaceutical's Ginkgo Biloba Blade has been selected for the national Chinese Patent Medicine procurement alliance centralized purchasing (first batch expansion continuation), with the proposed winning price being high for the same category; ② In addition to the price, the final allocation of the procurement volume is also influenced by factors such as the recognition of Medical Institutions, the supply capability of enterprises, and the quality and safety of the products.
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.
Review of the A-share consecutive board leaders in 2024: Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics both achieved 14 consecutive boards, ranking first. Daqian Ecology & Environment Group and three other stocks followed closely with 1
① The 2024 A-share market has officially closed, with a number of stocks experiencing consecutive gains, among which Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics had the most days of consecutive price increases at 14; ② Attached is the ranking of the number of consecutive price increases of A-share listed companies in 2024 (attached table).
Saudi ACWA's new milestone: Installed capacity of renewable energy projects in China has exceeded 1GW.
① The Saudi Wind Power giant ACWA announced that its renewable energy projects in China have a total installed capacity exceeding 1GW; ② These projects include wind power and photovoltaic projects, which are wholly or jointly owned by ACWA.
Overseas revenue plummets, dragging down performance; the fundraising projects of Ota Biotechnology are delayed.
① Due to the impact of international situations, economic policies, and fluctuations in the overall market, the fundraising projects of Aotai Biological aimed at expanding overseas markets will be delayed. ② Overseas revenue has always been the most core source of income for Aotai Biological, with the overall income proportion once reaching 99.83%, and the sharp decline in overseas revenue has also led to a significant drop in Aotai Biological's overall income.
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.