Summary of key ** themes on January 30, 2024.
1. Widely known (600771) theme = influenza + time-honored brand of traditional Chinese medicine + Shaoxing state-owned assets.
On December 28, the after-hours news, the ** epidemic prevention and control group issued a notice pointing out that since November 2023, there have been jn1. The detection of new variants has increased significantly, and the flow of people on New Year's Day and Spring Festival will increase significantly, so it is necessary to solidly promote the implementation of various prevention and control measures.
December 15 interaction: The subsidiary's lornoxicam for injection passed the consistency evaluation, which is conducive to enhancing the market competitiveness of its products. "Zhenyuan Traditional Chinese Medicine Epidemic Prevention No. 1 Formula"It is mainly aimed at the general population to prevent epidemic diseases, which can play an auxiliary role in prevention, and also has a certain preventive effect on common cold, flu, cough, bronchitis, etc.
Interaction on December 12: The company's Internet hospital is in the stage of trial operation and plate adjustment and optimization. November 27 interaction: Zhenyuan Pharmaceutical's azithromycin injection, clarithromycin tablets, roxithromycin tablets and other products are suitable for symptoms related to mycoplasma pneumonia.
4. The actual controller of the company is Shaoxing State-owned Assets Supervision and Administration Commission; The first batch of Chinese time-honored brands Zhenyuantang is a subsidiary of Zhenyuan Chain, a holding subsidiary, and the Chinese medicine sector includes a Chinese medicine decoction piece company, mainly for the production and processing of traditional Chinese medicine decoction pieces, with an annual processing capacity of about 3,000 tons.
2. Innovative medical (002173) theme = brain-computer interface + private hospital + multiple births.
The company has a 40% stake in Boling brain computer and has begun to conduct in vivo tests on patients, and has made some progress.
2. The company was established as a joint venture with Xu Kedi"Brain-computer interfaces"In September 2012, Mr. Xu Kedi joined the Qiushi Institute for Advanced Study of Zhejiang University, and his main research direction focuses on the development and application of bidirectional closed-loop implantable brain-computer interface, and participates in the completion of the clinical transformation of the first motor cortex implantable brain-computer interface in China.
3. The company has four medical institutions: Jianhua Hospital, Kanghua Hospital, Futian Hospital and Mingzhu Hospital. It has departments such as stomatology and cosmetology. 4. Shanghai Yangyuan Maternal and Child Service is mainly engaged in maternal and infant care services and health consultation, and its wholly-owned subsidiary, Futian Hospital, continues to carry out orthopedics, pediatric cerebral palsy, Alzheimer's disease and other first-class projects with first-class diagnosis and treatment as the specialty feature, and the first-class technology is closely integrated with clinical medicine.
3. China Television Media (600088) theme = Shanghai Pudong + CCTV + film and television media.
1. The company's office address is Pudong New Area, Shanghai; The ultimate controller of the company is ** Radio and Television Station.
2. The company has formed a multi-platform business development situation such as TV program production and sales, film and television technical services and equipment leasing, film and television drama shooting, film and television shooting base operation, advertising, investment and management.
On December 30, it was announced that the company's actual controller, ** Radio and Television Station, transferred 100% of its equity in Wuxi Taihu Film and Television City to China International Television Corporation through the free transfer of state-owned equity, which led to the indirect acquisition of China Television Media 54 controlled by Wuxi Taihu Film and Television City37% of the shares. It is believed that the first TV broadcasting station is about to kick off the prelude to the restructuring and listing of its high-quality assets.
Fourth, the theme of Zhongma transmission (603767) = annual report forecast increase + change of actual controller + vehicle reducer + agricultural machinery + automobile gear.
It was announced on the evening of January 29 that the net profit in 2023 is expected to be 69 million yuan to 79 million yuan, an increase of 63 million yuan year-on-year33% to 8701%。The main reasons: the sales volume of export products increased, and the gross profit margin of export products was higher; The company's raw material procurement declined, and the profit level increased on December 25, the year announced that due to the inheritance of the estate of the original actual controller Wu Jiang, after the inheritance, the company's rights and interests directly and indirectly held by Wu Jiang changed, and the company's actual controllers were changed to Wu Liangxing and Jiang Shaoyi. After the announcement of the acquisition report, the actual controller and relevant heirs are actively promoting the transfer procedures, and part of the transfer procedures have been completed.
3. The company develops on-board reducers, which are mainly used in MPVs, light logistics vehicles, etc., and the mass-produced on-board reducers have begun to be applied to models such as Kowloon Motors. The company provides high-end automotive gears for on-board reducers to BorgWarner, an international giant in the reducer industry.
4. The company is mainly engaged in the research, production and marketing of automotive transmissions and vehicle gears, mainly used in traditional fuel vehicles, and the vehicle gear products are mainly medium and high-end automotive gears, motorcycle gears and agricultural machinery gears, and the main customers are Magna, Tianhe and other enterprises.
5. Emma Technology (603529) theme = equity incentive + e-commerce + shared bicycle + new energy vehicles.
On the evening of January 29, the company announced that the company released the 2024 equity incentive plan, and the performance assessment target is based on 2023, and the annual net profit growth rate is respectively. 8%。
2. The company has established a professional e-commerce business operation team, actively carried out digital marketing, and has built a multi-platform online channel system, including Tmall, JD.com, Douyin, Xiaohongshu and other platforms.
3. As the leading merchant of Mobike and Meituan, the company provides bicycle and motorcycle products for Mobike and Meituan, and entrusts the company to carry out part of the iron paint processing due to the impact of its own production capacity and business needs.
4. The company holds 10Founded in 2014, Zhejiang Sunshine New Energy Vehicle Co., Ltd., which has a 42% stake, is a light and low-speed new energy electric vehicle enterprise integrating R&D, production and sales.