Zhende Medical: Isolation protection product gross margin decreased by more than 6 percentage points. Slow progress in the development of artificial leather has been questioned. | Directly impacting earnings conference
At the zhende medical earnings conference, the company's research and development issues have attracted investors' attention. The company's CFO, Jin Haiping, introduced that the gross margin of the company's isolation and protective equipment in the first half of the year decreased by 6.07 percentage points compared to the same period last year. The company's secretary, Ji Baohai, said that the United States' further increase in tariffs on masks and other products has no impact on the company.
The threat of additional tariffs looms high, intco medical technology's stock price drops by 20%, What are the prospects for its North American layout?
①Today, Intco Medical Technology's stock fell 20 centimeters in the intraday trading session. An employee from the securities department of Intco Medical Technology stated, 'This is because the United States announced the impact of increasing tariffs on some Chinese commodities under Section 301.' ②The employee said that the proportion of the U.S. market in the company's revenue is about 35%, which may pose challenges to the company's performance in the short term. However, the overall potential of the U.S. market is still significant, and the company still plans to increase its efforts to expand into the North American market.
Meituan's 'eight-fold discount' still achieves the largest IPO in the Hong Kong stock market in the past three years.
Successfully launched towards the Hong Kong Stock Exchange.
The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
Lenovo will showcase its new generation of AIPC products. It is expected that the shipment volume of AIPC will double next year.
① Lenovo's official WeChat account announced that it will participate in the 2024 Berlin Consumer Electronics Show (IFA) on September 5th, showcasing the new generation of AIPC products. ② Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated industry penetration, and 2024 is expected to be the year of large-scale AIPC shipments.
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.
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