Core Viewpoint - Zhongbao New Materials (02439) expects a decrease in net profit attributable to equity holders for the six months ending June 30, 2025, to not exceed RMB 38 million, down from approximately RMB 47.8 million for the six months ending June 30, 2024 [1] Group 1 - The decrease in net profit is primarily attributed to a decline in sales of biodegradable shopping bags and biodegradable agricultural product bag rolls, leading to reduced revenue and gross profit [1] - The company also noted a reduction in research and development expenses as a contributing factor to the profit decline [1]

周二，诺和诺德(NVO.US)开盘大跌超20%，创两年半新低，报54.60美元。消息面上，诺和诺德突然发 布业绩预警，大幅下调2025年全年销售和营业利润增长预期，主要原因是旗舰减肥药物Wegovy销售表 现低于预期。诺和诺德表示，按固定汇率计算的销售增长预期从此前的13%-21%下调至8%-14%，营业 利润增长预期从16%-24%下调至10%-16%。 该公司表示，Wegovy在现金支付渠道的渗透率低于预期，主要受到"不安全且非法的大规模仿制药"持 续冲击影响。此外，旗舰糖尿病药物Ozempic也面临美国市场竞争加剧的压力。分析师此前预期诺和诺 德全年销售增长16.6%。 ...

Group 1 - The company reported that the penetration rate of Wegovy in cash payment channels is lower than expected, primarily impacted by the ongoing effects of "unsafe and illegal mass-produced generics" [1] - The flagship diabetes drug Ozempic is facing increased competition in the U.S. market [1] - Analysts previously expected Novo Nordisk's annual sales growth to be 16.6% [1] Group 2 - On Tuesday, Novo Nordisk (NVO.US) opened with a drop of over 20%, reaching a two-and-a-half-year low of $54.60 [3] - The company issued a profit warning, significantly lowering its sales and operating profit growth forecasts for 2025, mainly due to underperformance in sales of the weight loss drug Wegovy [3] - The sales growth forecast, calculated at constant exchange rates, was revised down from 13%-21% to 8%-14%, while the operating profit growth forecast was adjusted from 16%-24% to 10%-16% [3]