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.
A new generic version of enteric-coated esomeprazole has been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly on this exclusive large product worth "1.3 billion+".
① CSPC PHARMA's Zhongnuo Pharmaceutical (Shijiazhuang) Co., Ltd.'s Aplrazole enteric-coated tablets have recently been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly in this drug field; ② Industry experts believe that a price war in the Aplrazole enteric-coated tablet market is only possible when the number of approved companies reaches four or more.
Famous Analyst published an article indicating that the trend of backend AI is expected to accelerate after DeepSeek gains popularity.
① Renowned Analyst Ming-Chi Kuo recently stated that after DeepSeek became popular, the trend of edge AI will accelerate. ② Soochow's Wang Zijing believes that small teams can distill advanced small models (suitable for various edge mini scenarios) without the need for significant asset investment, and that edge computing power can run small models, with 2025 potentially being the breakout year for edge computing.
Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
Increase R&D investment to "bet" on new chip products and AI edge. Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations
① Given the low base from last year, Allwinner Technology expects the non-recurring net income to grow over 14 times year-on-year in 2024; ② The company estimates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the net income for Q4 last year will decline year-on-year.
TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.