【太平洋研究】4月第二周线上会议

Group 1: Nine Company Deep Report - The report focuses on the growth trajectory and strategic insights of Nine Company, highlighting its market positioning and future opportunities [1]. Group 2: Pharmaceutical Sector Update & Haoyuan Pharmaceutical Deep Report - The session will provide an update on the pharmaceutical sector, discussing market trends and specific insights into Haoyuan Pharmaceutical's performance and strategies [2]. Group 3: Exploration of Sam's Club and Ole' Supermarket Growth Secrets - Sam's Club retail revenue is projected to grow from 66 billion in 2022 to 100.5 billion in 2024, with a CAGR of 23%. The latest store count is 54, with an average store sales of 1.8 billion. The company has achieved high single-digit same-store growth over the past three years [7]. - The report emphasizes that Sam's Club exemplifies the importance of quality products and supply-side innovation, positioning itself as a benchmark in the consumer goods industry [7]. Group 4: Shanghai Auto Show & Hot Model Preview - The session will preview key models and trends expected to emerge from the Shanghai Auto Show, focusing on market dynamics and consumer preferences in the automotive sector [12]. Group 5: Hutchison Whampoa Pharmaceutical Deep Report Discussion - This discussion will delve into Hutchison Whampoa's pharmaceutical strategies and market performance, providing insights into its competitive positioning [17]. Group 6: Industry Allocation Model Review and Update Series - The session will review and update the industry allocation model, discussing shifts in market dynamics and investment strategies [6].