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爱施德分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:59
Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific company [1]. Core Insights - The company, Aishide, is a leading digital smart distribution and retail service provider in the commercial retail sector, focusing on mobile smart terminals, 3C digital products, and consumer goods sales services [19]. - The company has established long-term strategic partnerships with numerous top brands and is enhancing its operational efficiency through digitalization and smart capabilities [19]. - Aishide is responding to national policies aimed at boosting consumer spending and innovation, particularly in the mobile distribution sector [20][21]. - The company has a significant role in the distribution of Apple products in China, managing a large network of authorized stores and providing extensive after-sales services [22]. - Aishide's partnership with Honor is expected to yield substantial growth opportunities following Honor's transition to a public company [23]. Summary by Sections 1. Basic Research Information - The research was conducted on February 27, 2025, focusing on the commercial retail industry, specifically Aishide [13]. 2. Detailed Research Institutions - Various investment and asset management firms participated in the research, including Haichuang Private Equity, Shanghai Jianshun Investment, and CITIC Asset Management [14][15]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [17]. 4. Main Content Information - Aishide's projected performance for 2024 includes an expected revenue of 57.458 billion yuan, operating profit of 0.809 billion yuan, and net profit attributable to shareholders of 0.525 billion yuan [19]. - The company is actively optimizing its business structure and focusing on core operations to enhance efficiency and competitiveness [19]. - Aishide is establishing an investment fund focused on technology sectors, leveraging its strengths in digital sales channels [21].
澜起科技分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:58
澜起科技分析师会议 调研日期:2025年03月05日 调研行业:半导体 参与调研的机构:中国国际金融股份、Schroder Investment Management、景顺长城、Federated Hermes Limited、 Fidelity Management Consulting Company Limited等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA ...
亚辉龙分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:58
亚辉龙分析师会议 调研日期:2025年03月02日 调研行业:医疗器械 参与调研的机构:上海合远私募、上海东方证券、易方达、昆仑 健康保险股份、北京清和泉等 | 接待对象 | 接待对象类型 | 机构相关人员 | | --- | --- | --- | | 上海合远私募 | 基金管理公司 | - | | 上海东方证券 | 资产管理公司 | - | | 易方达 | 基金管理公司 | - | | 昆仑健康保险股份 | 寿险公司 | - | | 北京清和泉 | 资产管理公司 | - | | 新华基金 | 基金管理公司 | - | | 蜂巢 | 基金管理公司 | - | | 上海于翼 | 资产管理公司 | - | | 上海茂典 | 资产管理公司 | - | | 天风证券 | 证券公司 | - | | 德邦证券 | 证券公司 | 2 - / | / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | ...
国芯科技分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:57
国芯科技分析师会议 调研日期:2025年03月04日 调研行业:半导体 参与调研的机构:嘉实基金、南方基金、博时基金、中银基金、 银华基金等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 调研基本情况 调研对象:国芯科技 所属行业:半导体 接待时间:2025-03-04 上市公司接待人员:董事长 郑 ...
金帝股份分析师会议-20250319
Dong Jian Yan Bao· 2025-03-08 06:57
金帝股份分析师会议 调研日期:2025年02月17日 调研行业: 参与调研的机构:泰康资产、润辉、前海开源、浦银安盛、鹏华 基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL C ...
杭州银行分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:56
杭州银行分析师会议 调研日期:2025年03月05日 调研行业:银行 参与调研的机构:中泰证券、汇添富基金、华泰资产、长城基 金、信诚基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SH ...
赛分科技分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:55
Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific company being analyzed [1]. Core Insights - The biopharmaceutical chromatography medium market in China is estimated to be between 6 billion to 9 billion, accounting for approximately 15% to 20% of the global market [20][21]. - There is a growing demand for new drug categories such as GLP-1, mRNA, and nucleic acid drugs, while antibodies remain the largest segment in terms of market demand [20]. - The company has initiated a global market expansion plan, establishing a new subsidiary in the U.S. focused on industrial chromatography business development [21][22]. - The domestic chromatography medium market is experiencing increased competition, with local manufacturers gaining market share and exerting price pressure on traditional imported brands [22][23]. Summary by Sections 1. Research Overview - The research was conducted on February 27, 2025, focusing on the company Sifen Technology and its market dynamics [13]. 2. Participating Institutions - Notable institutions involved in the research include Jianxin Pension, Shibei Investment, Tianfeng Securities Asset Management, and others [14][15]. 3. Market Dynamics - The report discusses the competitive landscape of the domestic chromatography medium market, highlighting the price advantages of local manufacturers over traditional imported brands [22][23]. - The company aims to provide comprehensive solutions for biopharmaceutical enterprises throughout the entire lifecycle, from research and development to production and quality control [23]. 4. Future Development Plans - The company plans to expand its industrial purification production capacity and invest in R&D centers in both China and the U.S. to enhance its market influence and share [23].
日发精机分析师会议-2025-03-07
Dong Jian Yan Bao· 2025-03-07 15:08
日发精机分析师会议 调研日期:2025年03月05日 调研行业:通用设备 参与调研的机构:太平养老保险股份、国海富兰克林、兴银理 财、兴业、国联安等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | STAR ...
一鸣食品分析师会议-2025-03-07
Dong Jian Yan Bao· 2025-03-07 15:08
一鸣食品分析师会议 调研日期:2025年03月05日 调研行业:食品饮料 参与调研的机构:浙商证券、国泰君安、中国国际金融股份、无 量资本、天和资本等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | STA ...
威胜信息分析师会议-2025-03-07
Dong Jian Yan Bao· 2025-03-07 14:54
威胜信息分析师会议 调研日期:2025年03月05日 调研行业:通信设备 参与调研的机构:平安基金、国信证券、大成基金、鹏华基金、 宝盈基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START S ...