Wuzhou Special Paper Group and Shandong Sun Paper had strong performances at the beginning of last year but declined later. The drop in raw material prices may drag down this year's papermaking market | Interpretations

① Due to the decline in paper prices last year, the annual profits of the two paper companies started high but ended low; ② Wuzhou Special Paper's performance was slightly below institutional expectations, while Shandong Sun Paper met expectations; ③ In Q1 of this year, the papermaking gross profit showed slight recovery, but in Q2, the decline in raw material prices may drive down market conditions.

cls.cnApr 10 09:44 ET

Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.

At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.

cls.cnApr 7 20:33 ET

Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the

① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.

cls.cnMar 2 21:09 ET

After the EU announced the imposition of high anti-dumping duties, Sanyuan Biological responded to the USA's "double anti" investigation | Read the announcement quickly.

① Sanyuan Bio estimated that during the anti-dumping investigation, the amount of erythritol involved in the USA "double anti" investigation accounted for about 20.18% of the company's revenue; ② Industry insiders said that Sanyuan Bio has the highest global share of erythritol, with a large overseas market size and lower export prices, making it more prone to overseas investigations.

cls.cnFeb 6 07:21 ET

Has the anti-dumping investigation come to a conclusion? The EU announces the final tax rate on imported erythritol from China, with mixed reactions from Baolingbao Biology and Sanyuan Biological | Quick read announcement.

① The EU announced the final ruling results of the anti-dumping investigation into erythritol products originating from China, with Sanyuan Bio and Baolingbao Biology being subjected to different tax rates, leading to mixed feelings. ② Baolingbao Biology stated it will actively expand into the EU market, while Sanyuan Bio indicated it will promote new products in the EU and strengthen development in the domestic market.

cls.cnJan 19 09:15 ET

The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.

① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.

cls.cnDec 2, 2024 19:02 ET