Q1 performance has seen high growth year-on-year. Satellite Chemical: gross margin maintains a good level. This year, there are plans to launch three projects.| Interpretations
① Thanks to the launch of new projects and the decline in raw material prices, the company achieved significant growth in Q1; ② In 2024, the gross margin for the company's functional Chemicals and new Materials will increase by 4.78 percentage points and 5.49 percentage points respectively; ③ This year, the company plans to put into production a project with an annual output of 200,000 tons of refined acrylic acid, an annual output of 80,000 tons of new pentylene glycol, and a joint venture project with SK company with an annual output of 40,000 tons of EAA.
The founder sold the controlling stake at a 30% premium. Will Shaanxi Kanghui Pharmaceutical still sell medications in the future? | Quick read of the announcement
① Kanghui Holdings transferred 22% of its shares in Shaanxi Kanghui Pharmaceutical at 24.70 yuan/share, reflecting a premium of 31.24% compared to the price before the suspension. ② The business scope of the transferee, Yuehe Zhichuang, does not include any mention related to pharmaceuticals.
In response to the controversy over the renewal of sanitary napkins on March 15, Chongqing Baiya Sanitary Products stated: the company has not participated in any illegal Business and has stopped cooperation with the recycling company | Read the announcem
① Chongqing Baiya Sanitary Products responded to the Exchange's inquiry letter, claiming no knowledge of the violations and no connection with the involved companies; ② ceased cooperation with the recycling company and will destroy defective products independently; ③ however, the company did not explain why its sanitary napkins appeared in the news.
The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
After two trading limit increases, Shaanxi Kanghui Pharmaceutical officially announced plans for a change in control, refuting rumors of a shell acquisition by Hengchang Pharmaceutical | Quick announcement summary.
① Due to the controlling shareholder planning a share transfer, Shaanxi Kanghui Pharmaceutical Stocks have been suspended from trading since the 19th. ② Shaanxi Kanghui Pharmaceutical stated that, aside from a small collaboration with Hengchang Pharmaceutical on a Business level, there is no related cooperation in terms of backdoor listing.
A large number of consultations! The benefits of childcare subsidies continue to be released, and Assisted Reproduction companies are looking forward to a "combination punch."
① Recently, policies favorable for child-rearing have emerged from both central and local governments, with some regions even offering substantial monetary incentives to encourage childbirth. ② Industry experts pointed out to reporters at Caijing that the introduction of child-rearing subsidy policies can, to some extent, reduce the burden and concerns for young couples regarding childbirth. ③ Insiders from Assisted Reproduction companies have expressed that measures such as promoting cultural awareness of male responsibility in child-rearing are also highly anticipated in the industry.