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【太平洋研究】4月第四周线上会议
远峰电子· 2025-04-20 12:08
01 主题: 近期观点更新 时间: 4月21日(周一)15:10 主讲: 崔文娟 太平洋证券机械首席分析师 参会密码: 253674 02 主 题: 光伏观点和部分公司年报&一季报情况 时间: 4月22日(周二)15:00 主讲: 周豫 太平洋证券医药首席分析师 霍亮 太平洋证券医药分析师 参会密码: 817713 04 主题: 中国飞鹤近况交流 时间: 4月23日(周三)10:30 时间: 4月21日(周一)20:00 主讲: 刘强 太平洋证券电新首席分析师 钟欣材 太平洋证券电新分析师 参会密码: 164089 03 主 题: 信达生物深度汇报 主讲: 郭梦婕 太平洋食品饮料首席分析师 嘉宾: IR 参会密码: 166199 05 主题: 海内外大模型更新和近期观点汇报 时间: 4月23日(周三)20:00 主讲: 郑磊 太平洋证券传媒首席分析师 参会密码: 007669 06 主题: 三十年老牌券商的科技突围:湘财证券的科技协同实践 时间: 4月24日(周四)15:00 主讲: 夏芈卬 太平洋证券金融首席分析师 参会密码: 826753 07 主题: 华峰测控深度报告:本土半导体测试设备龙头,8600有 ...
【太平洋研究】4月第二周线上会议
远峰电子· 2025-04-06 12:12
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].