Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
Shanghai Kinetic Medical: Disagreement between management and auditors leads to the "delay" of the annual report; the former Director continues to increase Shareholding | Quick announcement
① Due to significant differences between the management and the auditors regarding the audit opinion on the periodic report, Shanghai Kinetic Medical has delayed the disclosure of its annual report. ② Through Shareholding, Shanghai Xincheng Yi and Yuan Zheng, along with their concerted actions, collectively Hold approximately 6.38% of the shares of Shanghai Kinetic Medical, approaching the shareholding ratio of Yongjin Holdings.
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.
Dramatic scene! Shanghai Kinetic Medical is being sued by the chairman's own company, escalating the equity repurchase dispute to judicial contention.
① Shanghai Xinchengyi, controlled by Yuan Zheng, has sued Shanghai Kinetic Medical, chaired by Yuan Zheng, requesting the annulment of the previous Board of Directors resolution; ② Lawyers believe that share buyback is a significant matter for the company, directly affecting the interests of small and medium shareholders, and this lawsuit also sends a signal of corporate governance risk to the market; ③ In the current predicament of Shanghai Kinetic Medical, the protection of small and medium investors' interests is urgent and it is necessary to ensure that the opinions of all shareholders are treated fairly.
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.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.