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.

cls.cnApr 6 20:17 ET

Three Squirrels Inc. responds to its Hong Kong listing: the raised funds will mainly be used to deepen the supply chain layout and other aspects | Direct coverage of the Earnings Conference.

① The Chairman of Three Squirrels Inc., Zhang Liaoyuan, stated that the funds raised from the Hong Kong IPO will primarily be used to deepen the Global supply chain layout, promote the expansion of online and offline sales channels, enhance digital capabilities and Technology-driven innovation, as well as for strategic investments and mergers and acquisitions; ② Zhang Liaoyuan also mentioned that by 2025, the company will add a base in South China to adapt to the regional and localized category factory layout, increasing the self-production ratio of nuts and snacks.

cls.cnApr 3 08:59 ET

The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.

① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.

cls.cnMar 31 07:48 ET

Analysis of the Cabio Biotech(Wuhan) acquisition case: How does the symbol Ouyi Bio support a valuation of 1.3 billion with earnings of 0.043 billion over three quarters?|Focus

① Jinzheng Assessment stated that future expected profitability is at the core of a company's value, and it is estimated that Ouyi Biological's revenue will reach 0.48 billion yuan, 0.558 billion yuan, and 0.637 billion yuan from 2025 to 2027 respectively; ② "Valuation inclusivity does not mean accepting overvaluations, but rather accepting valuations that clearly analyze the business logic and valuation logic of mergers and acquisitions," said Lin Li, president of Jinzheng Assessment.

cls.cnMar 6 21:36 ET

The trade price is 0.831 billion yuan! Cabio Biotech(Wuhan) disclosed the latest restructuring plan: it intends to reduce one trading counterpart and raise 0.269 billion yuan through a private placement.

① Both parties signed a performance commitment, promising that the Net income of Ouyi Biotech will not be less than 0.27 billion yuan in total for the fiscal years 2025, 2026, and 2027; ② The profits of Cabio Biotech(Wuhan) are expected to further increase. The company estimates that its revenue for the first three quarters of 2024 will rise from 0.387 billion yuan before the Trade to 0.655 billion yuan; the Net income attributable to the parent company will increase from 83.8902 million yuan to 0.113 billion yuan.

cls.cnMar 4 19:47 ET

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.

cls.cnMar 2 21:09 ET