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.
Third quarter dividends change to pre-spring festival dividends? Fulejia and others rely on "spring festival red envelopes" to attract attention | Quick reading of announcements.
① Following three squirrels inc., Fu Er Jia announced a dividend plan before the Spring Festival; ② The so-called dividends before the Spring Festival from the two companies are essentially third quarter dividends; ③ Both companies operate within the consumer sector and are facing certain pressures; ④ This operation may be a response to the policy call for "dividends before the Spring Festival."
The State-owned Assets Supervision and Administration Commission, together with the National Development and Reform Commission, jointly introduced a significant venture capital policy, and the equity market is expected to usher in a period of development
1. The State-owned Assets Supervision and Administration Commission of the State Council and the National Development and Reform Commission jointly introduced policy measures to promote the high-quality development of central enterprises' venture capital funds, support central enterprises in initiating the establishment of venture capital funds, focusing on early-stage, small-scale, long-term, and hard technology investments. 2. Citic Sec research reports pointed out that, against the backdrop of entering a valuation expansion cycle in the secondary market, as the linkage effects between the primary and secondary markets become increasingly close, the equity market will also move towards a period of high-quality development and prosperity.
Tasly Pharmaceutical Group: Some products price reduction led to a decline in Q3 gross margin. All parties are actively promoting the trade with China Resources Sanjiu Medical & Pharmaceutical | Focus on earnings conference
① Affected by the overall low prosperity of the pharmacy industry, the company's pharmaceutical commerce sector saw a decline in revenue in the third quarter this year; the pharmaceutical industry sector's revenue grew year-on-year, but price reductions on some products led to a decrease in gross margin, and the company expects the gross margin to remain stable in the future. ② Regarding the equity trade matters between the company's major shareholder and china resources sanjiu medical & pharmaceutical, the company's general manager Cai Jinyong stated that the company and relevant parties are actively promoting various works for this transaction.
Aimer Group: Cost reduction and efficiency improvement cannot stop the decline in demand. The end of the third quarter is a conventional high point for inventory|Directly hitting the earnings conference.
① Aimer Co., Ltd. stated at the earnings conference that the end of the third quarter is a relative high point of inventory in the company's regular operation, mainly for stocking up for the sales peak in the fourth quarter; ② The main reason for the loss in the third quarter is the significant drop in market demand, and the company's revenue decline is substantial, while the efforts to increase efficiency and reduce costs could not offset the impact of the revenue decrease; ③ The company's sportswear sector is still in its infancy, and its contribution to performance is not significant.
A-share dividends set a new record! List of top stocks in terms of dividend per share in the third quarter.
1. The data shows that the number and total amount of cash dividends proposed in the third quarter reports of A-share listed companies in Shanghai and Shenzhen in 2024 have both reached historical highs; 2. G-bits ranks first in the third quarter dividend list with a dividend of 2 yuan per share, leading the list of stocks with dividend per share in the third quarter (see table).