In 2024, Haizheng Biotechnology is expected to increase revenue but not profits, with 3D Printing consumables sales growing by over 185%, while some fundraising investment projects are delayed again.
① Market data from three parties shows that in the coming years, the usage of polylactic acid in this field may reach a level of 0.1 million tons, with the domestic 3D Printing market, especially the consumables market, still having significant growth potential; ② Haizheng Bio-Materials indicates that the domestic polylactic acid Industry is still in its early development stages. Although the production process and technology of polylactic acid are continuously improving, the market price of polylactic acid is still significantly higher than that of traditional non-degradable plastics.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The key materials in Siasun Robot&Automation's dexterous hands have a demand for tendons that is expected to accelerate growth.
① Currently, the robotics Industry Chain is receiving widespread attention. As one of the key materials in the robotics industry, tendon strings are replacing torsion springs, becoming a critical material; they are comparable to human tendons, pulling finger movements to complete various actions. ② HAITONG SEC points out that UHMWPE fibers are the main tendon string material for sophisticated robotic hands, and in the future, the demand is expected to accelerate due to the development of humanoid robots.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
Track the entire lifecycle of the main Sector.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.