【光大研究每日速递】20250408

Group 1: Basic Chemicals - DuPont China Group is under antitrust investigation by the State Administration for Market Regulation due to alleged violations of the Anti-Monopoly Law of the People's Republic of China, which may benefit domestic substitutes in semiconductor materials and ion exchange membranes [4] Group 2: Automotive - Since Trump's administration, a total of 45% additional tariffs have been imposed on automobiles and auto parts exported from China to the U.S., impacting trade and potentially affecting chip and automotive electronic components [5] - Companies with core component self-research capabilities and those localizing production in the U.S. or Mexico are expected to perform well [5] Group 3: Pharmaceuticals - The U.S. government announced a 34% tariff on all imported goods from the U.S. starting April 10, 2025, which presents significant opportunities for the blood products industry [6] Group 4: Company Reports - Dashi Holdings, the exclusive franchisee of Domino's Pizza in mainland China, Hong Kong, and Macau, has accelerated market expansion, reaching 1,008 stores by the end of 2024 [7] - Mega Xincai reported a revenue of 2.1 billion yuan and a net profit of 210 million yuan for 2024, with significant year-on-year growth of 88% and 26% respectively [8] - Naipu Mining achieved a revenue of 1.12 billion yuan, a 19.6% increase year-on-year, and a net profit of 120 million yuan, up 45.5% [9] - Guizhou Moutai's total revenue for 2024 was 174.1 billion yuan, with a net profit of 86.2 billion yuan, reflecting a growth of 15.7% and 15.4% respectively [10]