Xindong Lianke: The automotive-grade six-axis chip is planned to ship by mid-year; low-altitude economy and humanoid robots are the future incremental markets | Direct coverage of the Shareholder meeting.
① To meet the customer demand in the Autos market, the company is currently developing products that can apply to automotive-grade six-axis chip products. These are expected to enter the market within one to two years during the normal research and development process; ② From the perspective of Institutions, the core performance Indicators of the company's high-performance gyroscope have already reached internationally advanced levels. Due to the lack of competitors of the same level in the domestic market, the company possesses bargaining power, and the gross margin remains at a high level.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chenshin and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review for its Star issuance and listing; ② Before the termination of the IPO, Changguang Chenshin had been inquired by the Shanghai Stock Exchange regarding related party transactions, valuation rationality, and whether it harmed the interests of public investors, and it was not until February 2024 that Changguang Chenshin responded.
Chengfei injection completed, Zhonghang Electronic Measuring Instruments plans to change its name to Zhonghang Chengfei丨Quick Read Announcement.
① Investors have long awaited the integration of Chengfei into Zhonghang Electronic Measuring Instruments, which has finally been completed; ② Zhonghang Electronic Measuring Instruments intends to be renamed as Zhonghang Chengfei.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
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.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.