399812 CSI Old-Age Industry Index
- 5852.08
- +56.36+0.97%
Express News | The Shenzhen Smart Retirement Exhibition empowers retirement services with smart technology, promoting the integration of supply and demand in the retirement industry.
R&D expenses continue to rise, autobio diagnostics once again embroiled in a whirlpool of disputes | interpretations
①In the first three quarters of this year, the revenue and net income attributable to shareholders of Autobio Diagnostics have both increased to a certain extent; ②The company has further increased its investment in research and development, with multiple products obtaining medical instruments registration certificates.
Jiangsu Hengrui Pharmaceuticals' Q3 revenue was 6.59 billion yuan, with a net income of 1.19 billion yuan, a slight year-on-year increase of 1.9%. | Financial Report Watch
In the third quarter, jiangsu hengrui pharmaceuticals' eps was 0.19 RMB, a year-on-year increase of 5.56%. In the first three quarters, jiangsu hengrui pharmaceuticals' profit increased by 32.98% year-on-year, with eps increasing by 32.73% year-on-year. The main reason is that the company recognized the upfront payment received from Merck Healthcare of 0.16 billion euros as revenue, which significantly increased the profit.
From cspc innovation pharmaceutical to Stone Medicine Innovation, what has changed is not just the R&D expenses.
From active pharmaceutical ingredients to innovative drugs, from focusing on current profits to focusing on product pipeline and cash flow.
"Pharmaceuticals king" for financing or listing in Hong Kong? Jiangsu Hengrui Pharmaceuticals has no comment on the rumors.
①There were reports last night that jiangsu hengrui pharmaceuticals is considering a secondary listing in Hong Kong next year, with an expected fundraising amount of 2 billion US dollars. In response, jiangsu hengrui pharmaceuticals stated that they have no comments; ② Industry insiders believe that a secondary listing in Hong Kong can not only raise funds but also enhance the company's international influence.
CSPC Innovation Pharmaceutical's quarterly net profit hit a new low, with Hengrui Bio's research and development expenses exceeding four billion in the first three quarters. | Interpretations of Financial Reports
①Affected by the low price of caffeine and the increase in R&D investment of Giantstone Biopharmaceutical, CSPC Innovation Pharmaceutical handed in a three-quarter report with declining performance. ②Q3 of this year has also become the worst quarter in terms of the company's profitability so far. ③After planning for more than 9 months, CSPC Innovation Pharmaceutical's acquisition of Stone Pharmaceuticals has finally made new progress last week.
Vitamin price increase dividend realized! zhejiang nhu Q3 net profit increased by nearly 190% year-on-year|interpretations
1. Zhejiang NHU and Zhejiang Garden Biopharmaceutical have seen a sharp increase in profits in Q3; 2. The rise in prices of vitamins has boosted manufacturers' performance; 3. Vitamin prices have declined from their peak, but still remain relatively high; 4. The price hike benefits will continue into Q4, but profit growth may slow down.
Net profit increased by over 268 times year-on-year! Semiconductor concept stocks disclosed the third-quarter report of 27.7 billion | Highlights of post-market announcements.
Suzhou Jinfu Technology: In the future, its subsidiary Maizhi Technology will actively communicate with various ODMs and cloud service manufacturers of NVIDIA to discuss potential equipment needs and order situations.
China Resources Beverage officially listed on the Hong Kong Stock Exchange: The first-day increase reached 15.03%. "Innovative momentum" adds to long-term growth.
In fact, CR Beverage, holding the "Yibao" brand and achieving an annual revenue of over one hundred billion, is not satisfied with the super large single product purified water, but is expanding its layout in the beverage field, and has extended to promising tracks such as tea, fruit juice, functional beverages, etc. The beverage business is expected to become a new engine for the company's performance growth in the future.
Foreign investment intensively raises target prices for China assets! How will the Hong Kong and A-share markets evolve next?
China's assets target price received another round of intensive upgrades! At the same time, international investment banks JPMorgan and UBS Group both raised their 2024 economic growth forecast for China to 4.8%.
Listed insurance companies' improved profitability boosts stock prices! Multiple foreign institutions frequently adjust their positions, is a second wave of offensive brewing behind the scenes?
①Recently, foreign institutions such as Fidelity Investments and JPMorgan have frequently adjusted their holdings of mainland insurance companies; ②Due to the huge increase in the short term, it is a normal operation for foreign institutions to choose to realize partial profits; ③Multiple foreign institutions recommend overweighting insurance, but caution is needed regarding the possible pullback of brokerages after a short-term overheating.
Yantai China Pet Foods: Investment income increased in Q3 performance, while both selling expenses and gross margin decreased compared to the previous quarter. | Interpretations
1. yantai china pet foods Q3 performance increased significantly year-on-year, but the profit growth mainly came from investment income and government subsidies; 2. In Q3 of 2024, the company's sales expenses and gross margin both declined compared to the previous quarter, causing concerns among some investors.
Sales and R&D expenses continue to rise, with Shenzhen Salubris Pharmaceuticals increasing investment in innovative drugs, known as 'real gold and silver' | Financial report interpretation
From the third quarter report of 2024, shenzhen salubris pharmaceuticals' revenue and net income have shown a certain degree of growth, and the situation of weak net income growth has improved. Compared with the same period last year, the company's sales and research and development expenses have grown rapidly. shenzhen salubris pharmaceuticals is continuously increasing its investment in the innovative drugs field through business development and increasing capital to its subsidiary companies.
China Life Group's Cai Xiliang: There is still a lot of room for general savings to shift to retirement reserves. Financial and industrial collaboration to solve the low-profit problem in the csi old-age industry index.
①Adequate retirement fund reserve is the key to actively address population aging; ②There is still a lot of room for transformation from general savings to retirement reserves; ③Public retirement fund reserves are important sources of long-term capital and patient capital.
Express News | China Life Insurance Group Party Secretary Cai Xiliang: Developing retirement financial services should focus on reflecting policy consistency and goal consistency.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Listed insurance companies achieved a record high net profit growth rate in the third quarter! china life insurance increased by over 165% year-on-year, with adjustments to the base number due to different accounting standards between old and new systems.
①China Life Insurance announced that the net income attributable to the parent company in the first three quarters increased by approximately 165% to 185% year-on-year, including the impact of the replacement of old and new accounting standards; ②China Life Insurance, New China Life Insurance, the People's Insurance, and China Pacific Insurance have all disclosed third-quarter pre-increase announcements, with China Life Insurance showing the largest performance increase; ③All four listed insurance companies have indicated that the recent rebound in capital markets has increased investment income significantly year-on-year, which is then reflected in profits.
Shijiazhuang Yiling Pharmaceutical: The performance of respiratory products is affected by the high base in previous years and the high inventory in hospitals, related sales will gradually return to normal | Directly targeting the earnings conference
①Due to factors such as the high base number of the previous year and the high social inventory, which led to a decrease in market demand, respiratory products were affected, resulting in a decline in performance. In the future, the company's sales of respiratory products will gradually return to normal. ② The company expects that both the cardiovascular and cerebrovascular block order products, as well as the secondary products like Bazibu Shen, anxiety relief, etc., have good market potential. The future performance of respiratory system new products is also promising, and the company will continue to build a core product cluster.
Hengrui PD-1 monoclonal antibody has once again submitted an application for listing in the USA. Will it replicate the approval path of Keytruda monoclonal antibody? | Speed Reading Announcement
①Today, jiangsu hengrui pharmaceuticals announced that it will resubmit the application for approval of Carirelizumab in the USA, after previously receiving a Complete Response Letter (CRL) from the US FDA, causing a delay; ②Junshi Bio's PD-1 variety also experienced delays in the USA but eventually succeeded in getting approved, industry insiders suggest that hengrui may replicate this process; ③If successfully approved in the USA, it would be of great significance to hengrui pharmaceuticals' global strategy.
The slow progress of mergers and acquisitions raises doubts, cspc innovation pharmaceutical's earnings conference only addressed a few questions | Direct hit on earnings conference
At the semi-annual earnings conference, CSPC Innovation Pharmaceutical only addressed a few issues. Due to the slow progress of the company's acquisition of CSPC Pharma's Baike Biotech, it has caused dissatisfaction among many investors. The company's secretary and CFO, Dai Long, stated that Enoxurumab injection, which was approved for listing in June, has been launched for sale.