Low-altitude economic industry landing accelerates, institutions suggest focusing on the subsequent sector market.
①According to media reports, the 2nd National Low-Altitude Economy (Suzhou) Industrial Innovation Expo will be held from October 18th to 20th at the Yangcheng International Esports Arena. ②Open Source Securities released research reports stating that the low-altitude economy is expected to see a vertical acceleration from the macro (national industrial planning) to the meso (local subsidies) and then to the micro (infrastructure bidding, application scenarios creation), recommending attention to the subsequent sector trends of the low-altitude economy.
Honey or arsenic? Frontline Biotechnology transfers its loss-making active pharmaceutical ingredient company, with Dory Pharmaceuticals taking over at a high stock price.
①Frontier Biotech is transferring the equity of its loss-making peptide active pharmaceutical ingredient production company to Doriz Pharmaceutical. In addition to paying the equity consideration, Doriz Pharmaceuticals also needs to help repay the debt of the trading symbol, totaling as high as 0.271 billion yuan. ②Affected by the sluggish sales of the core product Lincet Sodium Acetate Injection, Doriz Pharmaceuticals has experienced consecutive years of declining revenue and is expected to go from profit to loss in 2024, urgently needing to develop new products to turn the situation around.
This year's first increase! Inner Mongolia Baotou Steel Union Q4 rare earth concentrate price increase may exceed 6%, analysis: driven by the upward movement of price cycle | Quick read announcement
①Following the continuous "hanging" of the rare earth product listing price in September and October by China Northern Rare Earth, Inner Mongolia Baotou Steel Union has also announced an increase in the rare earth concentrate trade price for the fourth quarter of this year; ②It is worth noting that this is the first time Inner Mongolia Baotou Steel Union has increased the rare earth concentrate trade price since the beginning of this year; ③Due to the rise in neodymium praseodymium oxide prices in the third quarter, the industry has expectations for the price increase of the rare earth concentrate of Inner Mongolia Baotou Steel Union in the fourth quarter.
4 million! Star Chain users reach a new milestone, expected to achieve positive free cash flow for the first time.
①Institutions expect that Starlink's revenue will likely increase by 80% year-on-year, and will achieve positive free cash flow for the first time; ②Global satellite operators are actively deploying low-orbit communication constellations, with commercial prospects and scarce orbital resources being the main driving force accelerating the layout.
A-share listed banks' semi-annual report: 41 banks continue to explore interest rate spreads, 12 banks experience negative growth in net income. The window for another round of interest rate cuts for existing housing loans has opened, posing a potential c
① In the first half of the year, the net interest margin of 41 banks collectively declined, with 9 banks experiencing a decrease of 2% or more in their interest margin compared to the same period last year; there were as many as 12 banks with a negative growth in net income attributable to the parent, an increase of 7 compared to the same period last year. ② Experts believe that the continued narrowing of the net interest margin has put certain pressure on the profitability of banks, and the possible reduction of interest rates for existing housing loans in the near future will further challenge the interest margin of banks and increase operating pressure.
Tibet Huayu Mining's H1 net income increased by more than 30%, while Talco Aluminum Industry's antimony ore grade did not meet expectations? | Interpretation of the financial report
① Thanks to factors such as the rise in prices of nonferrous metal products, tibet huayu mining's net income in H1 increased by more than 30% YoY. ② A customer of tibet huayu mining told reporters that the actual grade of TAR aluminum industry's antimony ore is not as high as expected.