BK0643 Medical Beauty Concept
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The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
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.
Are exclusive varieties of traditional Chinese medicine being reduced by Bu Chang Xinxin Online to be included in medical insurance fee control?
① Exclusive medical insurance price adjustments such as Brain Mind, Compound Salvia Drops, Dengzhan Xixin Injection, etc. Are exclusive varieties of traditional Chinese medicine also beginning to be covered by medical insurance fee control? ② Some experts said that as the product patent protection period is approaching, pharmaceutical companies may take the initiative to lower product prices to guarantee an advantageous competitive position in the market to prevent generic drugs from competing for the market after the patent expires.
The pharmaceutical sector's gross margin is declining, can Jiangsu Wu Zhong tell a new “medical and aesthetic story”? |Annual Report Interpretation
① The 2023 report shows that Jiangsu Wuzhong has been losing money for two consecutive years, and the company's net profit also declined sharply in the first quarter of this year. ② In the medical and aesthetic business sector, on the one hand, the company introduced products from abroad, and on the other hand, entered the field of recombinant collagen through cooperative research and development. ③ It is worth paying attention to whether the AETheFill Baby Acupuncture, which was approved in January this year, can become a new performance growth point for the company in the future.
Huadong Pharmaceutical Weight-Loss Circuit Brings Another New GLP-1/GIP Dual Target Drug Was Clinically Approved in the US
① Tonight, Huadong Pharmaceutical announced that its new GLP-1/GIP dual-target drug HDM1005 injection has been clinically approved in the US, and Huadong Pharmaceutical is further expanding its pipeline layout in the weight loss market; ② Experts believe that Huadong Pharmaceutical may not have an advantage in the competition between Simei's first biosimilar and GLP-1 dual-target new drug, but its differentiated, fast and slow combination layout is expected to lay a strong foundation for future market competition.
Continue to “slim down”? Watch how Guo Guangchang, the head of Fosun, “crosses rapids and sails forward”
According to recent market news, following the sale of 5.6% of the shares in the Portuguese Commercial Bank (Millennium BCP) at the beginning of the year, Fosun International (00656.HK), a subsidiary of Fosun, is currently preparing to sell the remaining 20.03% of the shares.
Spot gold continues to hover above 2080, and domestic jewelry prices have reached a record high!
International gold prices have driven domestic gold jewelry brands to break through the previous high in pure gold jewelry prices! Analysts believe this wave of gains is not over yet...
Wu Shijun, Director of Aier Ophthalmology: Proposal to optimize and adjust the personal income tax calculation method for equity incentives
① In theory, there is no causal relationship or intrinsic link between the “stock market price on the day the stock registration date” and the incentive target's income on the day the ban is lifted; in practice, this calculation method often produces negative inverse incentives. ② In fact, the taxable income of the incentive should only be related to the acquisition cost of restricted stocks and the stock market price on the day the ban was lifted.
The “hottest in history” Spring Festival holiday is over, and many institutions are optimistic about the 2024 market trend
Many institutions at home and abroad believe that the Chinese economy will recover smoothly in 2024. As employment and income expectations improve, consumption will become the biggest engine of China's economic growth. As far as A-shares are concerned, various industries such as retail, restaurants, cinemas, and tourism are expected to be boosted.
“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?
Net profit increased by up to 100%! Many gold companies saw high profits in 2023, and domestic jewellery consumption reached a record high
In 2023, many gold and retail companies generally achieved good profit growth in 2023. Among them, Shandong Gold and Caibai Co., Ltd. expect annual net profit increases of 60% to 100% year-on-year.
Sales volume increased 590% year-on-year in January, 90 billion NEV leaders released production and sales reports|Highlights of post-market announcements
3-day 2-board innovative healthcare: Boring's innovative brain-computer technology products have not yet generated business revenue
Gülen's latest quarterly report: The supply and demand pattern in the healthcare industry is expected to improve further
Gülen, which is good at investing in pharmaceuticals, has released its quarterly report, just at a time when pharmaceutical stocks are getting more and more attention.
Self-owned brand upgrade, gross margin increased, and the net profit increase of Shuiyang Stock in Q4 last year exceeded expectations | Financial Report Interpretation
① In 2023, the company's net profit was estimated to increase 124% to 156% year on year. The company said that, first, after optimizing the company's overall business and product structure, the share of high-margin brands increased; second, the sales model was optimized, and the overall gross profit increased. ② The sales growth rate of the company's high-end product, Ifidan, exceeded expectations in overseas markets in 2023, and maintained rapid domestic growth.
Demand for old-age services is growing, and the future market size may exceed 100 trillion
① China Life Insurance has now launched 14 pension programs in 13 cities including Tianjin, Suzhou, and Chengdu. ② According to data from the “China Aging Industry Development Report”, the consumption scale of China's elderly population will increase from 4 trillion yuan to about 106 trillion yuan from 2014 to 2050.
Accelerating again in a single quarter? Aimeike: Annual results have basically achieved the target
① Aimeike released its 2023 performance forecast on the 5th. The growth rate of Q4 net profit to mother increased year-on-year and month-on-month. ② Aimeike said that the company's annual performance has basically achieved its goals.
Gene therapy may open a new chapter in the pharmaceutical field, and the industry has broad prospects for growth
① Gene therapy developer VoyagerTherapeutics has reached a strategic cooperation and licensing agreement with Novartis Pharmaceuticals subsidiaries to advance novel gene therapies for Huntington's disease and spinal muscular atrophy. ② The agency expects the global gene editing market to reach US$36.61 billion by 2030, with a compound annual growth rate of 22.3%.
Is the small molecule GLP-1 project facing the termination of cooperation and the “loss of water” with an initial investment of 10 million US dollars? Huadong Pharmaceutical: Will focus on developing self-developed products
① Huadong Pharmaceutical plans to end authorized cooperation with VTV Therapeutics on TTP273, a small-molecule GLP-1 receptor agonist; ② the company plans to continue to promote the self-developed HDM1002 project; ③ Currently, the company has developed a wide range of multi-target GLP-1 drugs.
Aier Ophthalmology was revealed to have bribed public officials, the Commission for Discipline Inspection reported
Recently, news of Guigang Aier Eye Hospital's “Mid-Autumn Festival Outreach Schedule” pictures spread online attracted the attention of netizens. The Commission for Discipline Inspection reported that an investigation team has been set up to check and deal with the relevant situation in accordance with regulations, discipline and law.
Is Fosun Health spin-off and listed? It includes 5 major business segments
Recently, it was reported that Fosun Pharmaceutical (02196.HK) is considering spin-off Shanghai Fosun Health Technology (Group) Co., Ltd. (Fosun Health) Co., Ltd. (Fosun Health for short), which is engaged in mainland hospital business, to go public in Hong Kong and carry out a new round of financing.