Research Report Notes 20231217

Mondo Finance Updated on 2024-01-29

Economic data

On December 15, the National Bureau of Statistics announcedNovember economic data。In November,The total retail sales of consumer goods increased by 101%, the previous value was 76%;The cumulative amount of investment in fixed assets increased by 2 year-on-year9%, the previous value was 29%;The added value of industrial enterprises above designated size was 6 year-on-year in the month6%, the previous value was 46%。

The analysis of the East China Sea ** believes that, on the whole, the low base effect is excludedAt present, the economic recovery is relatively weak, and consumer demand needs to continue to expandIn terms of policy, further efforts may be made to consolidate the upward trend of the economy.

Bank of China** analysis pointed out that the growth data for NovemberPresumably, Q4 GDP growth could be at 52%Around the year, 52% growth.

Medicine - Alzheimer's disease (AD).

The number of people with dementia and mild cognitive impairment will continue to increase in the context of an ageing population, with about 50 million people living with dementia in 2018 and 2 million in 20504.2 billion;The number of AD patients in China is huge, Frost & Sullivan predictsThe number of AD patients in China will increase to 19.5 million in 2025-2030people, with a five-year CAGR of 47%, with both morbidity and mortality rates higher than the global average.

According to WHO statistics,Alzheimer's disease(Alzheimer s disease (AD) is the most common form of degenerative dementiaIt accounts for about 60% to 70% of all dementia cases

The upstream participants of the AD diagnosis and treatment industry chain are:Ingredient Providers, mainly including API and pharmaceutical intermediates, pharmaceutical excipient manufacturers, medical packaging material manufacturers, etc.;The midstream mainly includes:Testing Links & Medications**link;The downstream is pharmaceutical distributors, hospitals, retail pharmacies, e-commerce platforms and other diagnosis and treatment terminals.

Southwest**).3D printing

In December 2023, the U.S. Department of Defense (DOD) has issued an award to a Pennsylvania-based additive manufacturing (AM) metal powder manufacturer6k additive$23.4 million in funding, expandedUpcycling metal scrap into additive manufacturing feedstockcapacity, funding is granted through the Defense Production Law Investment program.

6K Additive is a global producer of sustainable** additive manufacturing powders, using the UniMelt microwave plasma process for large-scale production to convert scrap metal into metal additive manufacturing feedstockDramatically reduce the cost of metal 3D printing powders

Huafu**).

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