The market reacted with a limit-up! The annual report season for A-shares has begun, and some listed companies are expected to have year-on-year increases of more than eight times.
① The annual report trend for A-shares is gradually unfolding. After Zhejiang Dibay Electric announced a performance forecast increase last Thursday, it achieved three consecutive limit-ups on Tuesday; after Whirlpool announced a performance forecast increase last Friday, it achieved two consecutive limit-ups on Tuesday; on the day after announcing its performance forecast increase, Xizi Clean Energy Equipment Manufacturing reached a limit-up. ② A review of the list of A-share listed companies expected to have the highest net income growth of over 100% year-on-year in 2024 and the reasons for the changes in performance (attached table).
This week, an additional 29 companies have announced! TIGERMED and several other stocks disclosed repurchase and shareholding refinancing plans, with a list of related A-shares overview.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of the time of writing, 29 listed companies have disclosed information related to share repurchase and increased shareholding for re-loan this week (see attached table); ② TIGERMED received the highest amount of special loan support, totaling no more than 0.7 billion yuan.
After a year, Dong-E-E-Jiao has重订 its incentive plan, with significant adjustments to the stocks grant price and restriction release threshold | Quick announcement summary.
① After a year, Dong-E-E-Jiao has revised its incentive plan, increasing the grant price of the initially granted restricted Stocks from 24.98 yuan per share to 37.22 yuan per share. ② There have also been significant adjustments to the performance assessment requirements at the company level, with the revised net asset return assessment absolute value being higher than before the revision.
Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.
① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.
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%.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.