Institutional adjustments surfaced in the second quarter: Zhang Kun increased Yili shares, Zhu Shaoxing, Ge Lan and others reduced their holdings in pharmaceutical stocks, and Goldman Sachs increased their positions in small-cap stocks
① Since the second quarter, Zhang Kun has increased his holdings of Yili shares, and Zhu Shaoxing, Ge Lan, and Wu Xingwu have all reduced their holdings of pharmaceutical stocks; ② Fu Pengbo has withdrawn from Tongwei shares and the top ten shareholders of Xinzhoubang, both shares have fallen by more than 60%; ③ Goldman Sachs has added 3 new top ten small-cap shareholders, leading domestic brokerage firms and several 10 billion private equity position adjustments.
Science and Technology Innovation Board Evening News|Mai Lande terminated the acquisition of 55% of Maidou Health's shares, and Era Electric Consortium won the bid for the intercity rail construction project for 20.688 billion yuan
① Hangzhou: The penetration rate of new energy vehicles will reach more than 50% by 2027; ② Lanfan Baisheng completed the A+ round of financing of 100 million yuan.
Performance forecasts are distorted and inflated overnight, four Zhejiang listed companies received warning letters
① ST Starter, *ST Furun, Lianxiang Co., Ltd., and Kang Longda were issued a warning letter by the Zhejiang Securities Regulatory Bureau due to inaccurate disclosure of the 2023 performance forecast; ② the four companies' performance forecasts were revised by varying degrees; ③ Among them, *ST Furun was punished for false records in the 2020 Report, 2021 Report, and 2022 Semi-Annual Report.
The delivery rate for selected drugs in the collection is 0%? Yabao Pharmaceutical: The statistical deadline has not reached the tender approval time | Direct access to the results conference
① Yabao Pharmaceutical revealed that the distribution rate of methcobalamin was 0% after winning the bid for drugs such as amoxicillin in Guangdong Province. After verification, the licensing period for the drug had not yet begun; ② Company director Ren Beng revealed that in the future, products such as Honghua injection, Qingkailing injection, and Chaihu injection will also actively participate in the collection; ③ The company's innovative drug development progress has attracted much attention.
The actual controller of “Ya Mao” received another warning letter and the financial grant was overdue twice
① Lu Jianming, the actual controller of Ophthalmology Investment and the actual controller of Tongce Medical's participating company, received a warning letter from the Zhejiang Securities Regulatory Bureau; ② Ophthalmology Investment failed to promptly return 112 million yuan of financial aid provided by Tongce Medical from 2019 to August 2020; ③ Ophthalmology Investment and Lu Jianming's actions were recorded in the securities and futures market integrity file.
The 40-1 ratio is huge! The new version of the US House of Representatives “Biosafety Act” was passed in a hearing. The industry suggests paying attention to the subsequent run-in between the two house versions of the bill
① At the US House of Representatives hearing, the new version of the “Biosafety Act” was passed with a 40-1 vote; ② Compared with the previous version, the new bill made adjustments in the exemption period for existing contracts/products; at the same time, the companies involved clearly added pharmacological agents; ③ industry experts believe that rapid decoupling is not in the interests of the US industry; next, we need to focus on the run-in between the two houses of law.