The total number of projects in 2023 will reach 698 guidelines reversed
WuXi Biologics Hong Kong announced that the company's business and financial position remains strong, with 132 new projects added in 2023, bringing the total number of projects to 698 (including 9 Phase III and commercialization)."Win the molecule"projects, as well as 24 CMO projects). These projects have verified the trust and recognition of customers in the company's CMO capabilities and scale, and the increase in the number of CMO projects will further enhance the company's near-term revenue. Through"Follow the molecule"strategy and enhancing the ability to build multiple technology platforms to enable multiple technologies, the company is confident that it will continue to achieve solid growth in 2024 and is confident about the future.
The Ireland site is being built at a record pace, with significant commercial production demand starting in 2024 and nearing full capacity in 2025. It is expected to break even in 2024, one year ahead of schedule.
On December 4, 2023, WuXi Biologics issued a bearish announcement, setting a target of 120 new molecules for the full year, but as of November 30, the total number of new orders signed only reached 91, with **23% on the day and **8% the next day**.
Hong Kong Stock Connect: WuXi Biologics.
CXO Concepts: WuXi AppTec, Tigermed, Pharmaron, Medicilon, PharmaBlock.
2. OpenAI launched the ** store GPT StoreOn Wednesday (January 10), local time, artificial intelligence research company OpenAI launched the ** store "GPT Store". Previously, due to personnel turmoil, the company delayed the launch of this feature. According to the press release, the GPT Store began rolling out to paying users, teams and business users on Wednesday, bringing together customized versions of ChatGPT created by users for various tasks, such as a chatbot that can teach children math, as well as programming tutors, book guides, and more. At the same time, OpenAI has also launched a new paid ** "ChatGPT Team" for enterprise users with smaller teams:* which is $25 per user per month when billed annually; It's $30 per month when billed monthly. Like Enterprise users, Team's ** is also equipped with data privacy protection features.
AI: Suzhou Keda, Wangda Software, Danghong Technology, Wondershare Technology.
3. Hongbo shares: performance exceeds expectations (computing power leasing).
Hongbo Co., Ltd. announced that the net profit in 2023 will be 37.4 million yuan and 56.1 million yuan, turning losses into profits. The company's net profit in the third quarter was -32.29 million yuan, and the net profit in Q4 was 69.69 million yuan -88.39 million yuan. During the reporting period, the company achieved a turnaround and a significant year-on-year increase in operating income, mainly due to the company's active search for new business growth points and business development in the field of artificial intelligence since 2022.
Computing power leasing: Hongbo shares, Senyuan shares, Zhongbei Communications, Runjian shares.
4. 11 Bitcoin spot ETFs were approved for listing
U.S. Securities and Exchange Commission (SEC) Chairman Gensler issued a statement on the SEC** regarding the approval of the Bitcoin Spot ETF. SEC Chairman Gensler said that although we approved the listing and trading of some Bitcoin B spot ETFs on Wednesday, we did not approve or endorse Bitcoin B, and the approval of the Bitcoin B spot ETF will bring more regulation.
Blockchain: Airong Software, Chutianlong, Yuyin Shares, Sifang Jingchuang.
Fifth, the new concept of "flying car" in the concept of straight flush
Flying cars: Koyo Co., Ltd., Shangluo Electronics, Haite High-tech, CITIC Haizhi.
6. Network security
1. According to foreign media reports, the State Administration of Financial Supervision requires domestic banks and insurance companies to comprehensively review the network and data security issues of all businesses and fix all discovered vulnerabilities by mid-January.
2. Gensler, chairman of the U.S. ** Exchange Commission, said that the X account of the U.S. ** Exchange Commission was hacked, and the news of the early approval of the BitB ETF was released.
Network security: Guohua Network Security, Ren Zixing.
Beijing Stock Exchange + Network Security: Zhongcheng Technology.
7. Chinese New Year's Eve dinner time opens Store catering reservations are hot
The Peace Hotel** was sold out, and the Chinese New Year's Eve dinner in the Moss Shengyuan was fully booked, kicking off the Spring Festival catering in the Year of the Dragon. The relevant person in charge of Quanjude said, "The time when each branch opens (Chinese New Year's Eve dinner) reservation is different, from October last year to January this year, we also went to the store these days, and the booking is very good, especially the private room is booked very quickly." Tongqinglou also said that the store reservation situation is good, "We do not have Chinese New Year's Eve meal pre-made dishes, there are Chinese New Year's Eve meal takeaway." ”
Chinese New Year's Eve dinner: Quanjude, Tongqing Building, Jinling Hotel, Gaishi Food.
8. Industry news
1. Huawei announced the completion of the development of the original HarmonyOS game "A Chinese Ghost Story Mobile Game", and "A Chinese Ghost Story Mobile Game" became the first Unity Chinese engine game to complete the open-source HarmonyOS adaptation. (Tianyu Digital).
2. Apple's folding screen technology patent has been approved, and the demand for flexible OLED materials will increase. (Dinglong shares, Yitian shares).
3. The downward trend of the photovoltaic industry chain promotes terminal demand, and high-quality auxiliary materials are concerned. (Yubang New Materials, Tongling Shares).
4. China's first high-altitude wind energy commercial power station demonstration project successfully generated electricity. (Zhonglu Co., Ltd., China Energy Construction).
5. The first commercial hydrogen-powered ship in China was successfully launched, and the future market prospect is broad. (Jianglong Boat, Xiongtao shares).
6. The National Health Commission and 10 other departments issued the "Opinions on Promoting the High-quality Development of Children's Medical and Health Services". (Sunflower Pharmaceutical, Jingfeng Pharmaceutical).
7. Chinese scientists have achieved a breakthrough in the basic research of ultra-low temperature refrigeration without liquid helium.
8. The Security Council adopted a draft resolution on the situation in the Red Sea, demanding that the Houthis stop their attacks on merchant ships.
9. He Lifeng: China will continue to deepen capital market reform and two-way opening-up to improve the convenience of cross-border investment and financing.
10. Local governments are planning to reserve ultra-long-term special treasury bond projects, and the support direction is food security, energy security, industrial chain security, new urbanization, rural revitalization and other fields. (The range is too wide).