EBSCN·2025-07-28 23:30Group 1: Agricultural Chemicals Industry - The China Pesticide Industry Association has initiated a "Correcting Wind and Treating Volume" action, which is expected to enhance the industry's prosperity [1] - Recommended companies in the agricultural chemicals sector include: raw materials - Yangnong Chemical, Lier Chemical, Xingfa Group, Xin'an Chemical, Jiangshan Chemical, Changqing Chemical, and Xianda Chemical; formulations - Andon Health, Runfeng Co., Guoguang Co., and Nuofushin [1] Group 2: Real Estate Market - As of July 27, 2025, the cumulative transaction of new homes in 20 cities reached 454,000 units, a decrease of 3.8% year-on-year; Beijing saw 24,000 units (-9%), Shanghai 58,000 units (+1%), and Shenzhen 18,000 units (+4%) [2] - The cumulative transaction of second-hand homes in 10 cities reached 451,000 units, an increase of 12.3% year-on-year; Beijing recorded 99,000 units (+12%), Shanghai 147,000 units (+19%), and Shenzhen 40,000 units (+29%) [2] Group 3: Pharmaceutical Company - The company has entered a significant partnership with GSK, granting global exclusive rights for HRS-9821 and up to 11 projects, excluding certain regions, for a payment of $500 million upfront, with potential milestone payments of $12 billion and sales sharing [3] - This collaboration opens up international sales opportunities for the company and strengthens its position as a leader in innovative pharmaceuticals [3] Group 4: Beverage Industry - The company reported a revenue of 10.737 billion yuan for the first half of 2025, representing a year-on-year growth of 36.4%; net profit attributable to shareholders was 2.375 billion yuan, up 37.2% [4] - The forecast for net profit attributable to shareholders for 2025-2027 is adjusted to 4.553 billion, 5.801 billion, and 7 billion yuan, respectively, with corresponding EPS of 8.76, 11.16, and 13.46 yuan [4] - The current stock price corresponds to a PE ratio of 33x for 2025, maintaining a "buy" rating [4]