Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
“Jia Ling Lose Weight” has been trending for 4 days in a row. Will the number one investment theme in the Year of the Dragon be a comeback of the diet pill concept?
Under the popularity of the topic, the market speculates: will diet pills become the first investment theme in the Year of the Dragon?
Selected announcements | Cathay Pacific: The number of passengers carried in November more than tripled year-on-year; Baiyunshan's Guangzhou Pharmaceutical Fund invests in venture capital funds
China Resources Power: The subsidiary power plant sold 16.5.769 million megawatt-hours in November, an increase of 13.9% over the previous year; Tencent Holdings spent HK$401 million to repurchase 1.29 million shares on December 19.
Lukang Pharmaceutical: Production and sales of three types of drugs are strong, and there is no diet drug plan yet | Direct impact on performance meetings
① During the performance meeting, Peng Xin, chairman of Lu Kang Pharmaceutical, said that at present, the company's production and sales of drugs and respiratory products to treat mycoplasma infections and influenza are booming. ② Although the company has more than 20 cardiovascular, cerebrovascular and hypoglycemic products under development, it has no diet drug layout plans yet. ③ The company currently has no specific drugs for swine influenza or bird flu drugs.
The National Health and Health Commission suggests getting the influenza vaccine as soon as possible, and sorting out China's influenza vaccine market pattern and enterprises
① At present, influenza vaccines from several domestic manufacturers have been approved for the market, of which 11 manufacturers have supplied them during the 2022-2023 influenza season; ② The Zhongtai Securities Research Report points out that with the arrival of the influenza season, it is recommended to pay attention to investment opportunities for relevant testing, vaccine and drug companies.
Huahai Pharmaceutical: Performance declined due to intense competition and pressure on product prices. Selected procurement is conducive to opening up the domestic market|Direct impact on performance meetings
① The company's revenue growth did not increase profit, sales, R&D, and management expenses increased dramatically, investment and fundraising cash flow was negative, and the company's bid for the ninth batch of national drug collection became topics of concern for investors. ② The company said that the decline in performance in the first three quarters of this year was mainly affected by the current complex domestic and international environment. Competition is becoming increasingly fierce, and product prices are under pressure. ③ The company currently does not revise the convertible debt-for-equity conversion price.