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Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
GTJA: Continuous iteration of anti-tumor therapies, domestic new drugs welcome breakthroughs.
GTJA focuses on products with significant differentiation advantages and leading companies in innovative segments.
First Pharmaceutical Holdings (Beijing) Co., Ltd. 2024 Annual Results Report
Shouyao Holdings (688197.SH): Net loss of 0.2 billion yuan in 2024.
On January 17, Gelonghui reported that Shouyao Holdings (688197.SH) announced its 2024 annual performance report. During the reporting period, the company achieved total operating revenue of 3.942 million yuan, with research and development expenses of 211.3374 million yuan; the net income attributable to parent company owners was -201.0638 million yuan, and the net income attributable to parent company owners after deducting non-recurring gains and losses was -224.0882 million yuan. As of the end of the reporting period, the company's total assets were 933.123 million yuan, and the equity attributable to parent company owners was 819.8883 million yuan.
Vopar Pharmaceuticals (688197.SH): Adjusting the development strategy of the BTK inhibitor SY-1530.
Gelonghui, November 6th | Shouyao Holdings (688197.SH) announced that as of now, multiple BTK inhibitors have been approved for marketing globally, with 5 drugs approved for marketing domestically, and multiple pipelines in clinical research stage. The company has carefully evaluated the market competition landscape, development progress, expected scale of investment in future registration clinical trials, future market share, and commercial returns of the candidate drug SY-1530, and decided to adjust the follow-up development strategy of SY-1530 taking into account the manpower, material resources, and funding requirements for key clinical trials and registration applications of other core candidate drugs.
First Pharmaceutical Holdings (Beijing) Co., Ltd. Report for the Third Quarter of 2024
