The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
Significant asset restructuring changes, jinfa labi maternity & baby articles plans to reduce the acquisition of symbol equity to 51% | Quick read announcement.
① Jinfa Labi has terminated the major assets restructuring and changed to acquiring 51% equity of Zhuhai Hanfei and Zhongshan Hanfei, which does not constitute a major assets restructuring. ② Jinfa Labi has reported net income losses for two consecutive years, with revenue of 0.139 billion yuan in the first three quarters, a year-on-year decline of 7.63%, and a net income of -9.9525 million yuan attributable to shareholders.
Abnormal trading investigation! The big bull stock special treat Jingfeng has been suspended for the first time, with an increase of over 752% in more than four months | Quick read of the announcement.
①*ST Jingfeng suspended trading for the first time this year due to abnormal fluctuations; ② The cumulative deviation of the closing price for two consecutive trading days reached 15.39%; ③ The stock price has increased by 752.78% in the past four months; ④ There is still uncertainty about the highly anticipated pre-restructuring matters.
Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized after the decline, opportunities outweigh challenges next year. | Directly target the earnings conference
①It is expected that refrigerant prices will rebound across the board in Q4, while non-refrigerants will stabilize; ②Optimistically view next year's performance prospects, pointing out the coexistence of opportunities and challenges; ③Next year, the certainty of refrigerant price increases is strong, and the competitive landscape has improved somewhat; ④ Non-refrigerants are still in surplus, but the risk of a major drop over the past two years has been released.
Investors are paying attention to the progress of FT606. shandong lukang pharmaceutical did not directly respond to the production time | Live coverage of the earnings conference.
①The progress of the company's new synthetic biotechnology material product FT606 has attracted much attention. ②The pharmaceutical industry was in the traditional off-season in the third quarter, leading to a decline in the company's Q3 earnings. ③During the earnings conference, a questioner who claimed to be an investor expressed dissatisfaction with the lack of interaction.
SSE successively inquired about listed companies' 'cross-border mergers and acquisitions' with a focus on valuation and performance bets.
Dalian bio-chem's cross-border increased investment in Xinhui Lian attracted the attention of the Shanghai Stock Exchange. This time, Xinhui Lian's pre-investment valuation was 0.8 billion yuan, priced at 0.7 billion yuan, but Dalian bio-chem's investment in Xinhui Lian only involves part of Xinhui Lian's assets, not including the development of "wafer bonding machine" business. Dongguan Huali Industries and Jiangxi Lianchuang Opto-Electronic Science&Technology have recently been questioned by the Shanghai Stock Exchange, all involving high premium acquisitions, performance guarantees, and so on.