行业需求回暖
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东芯股份:随着行业需求回暖,公司产品销售呈现积极态势
Zheng Quan Ri Bao Wang· 2026-01-26 14:13
证券日报网1月26日讯,东芯股份在接受调研者提问时表示,随着行业需求回暖,公司产品销售呈现积 极态势。公司将积极优化运营效率及库存管理策略,力求把握市场机遇,公司存货主要由原材料、委托 加工物资、库存商品等构成,截至三季度报告期末公司存货为10亿元。公司根据自身库存情况和客户的 需求,并结合对市场的预测拟定采购计划,目前存储市场价格仍在持续修复,库存水平处于可控范围之 内。 ...
机构看好中药行业年底需求回暖及后续基本面和估值改善机会 | 券商晨会
Sou Hu Cai Jing· 2025-11-20 00:31
Group 1: Aviation Sector - The aviation industry is expected to continue its recovery trend in ticket prices due to low supply growth, industry self-regulation, and a low base effect [1] - The overall revenue levels in the aviation sector are anticipated to improve [1] Group 2: Oil Transportation Sector - The oil transportation sector is projected to maintain high prosperity driven by multiple factors including OPEC+/U.S. production increases, cross-regional price arbitrage, low oil prices boosting inventory replenishment, and geopolitical disturbances [1] Group 3: Highway Sector - The highway sector is expected to have upward potential as insurance funds begin year-end allocations, and the market's risk appetite experiences fluctuations [1] - The attractive dividend yields of AH highway stocks contribute to the sector's appeal [1] Group 4: Liquor Industry - The liquor industry is experiencing a "volume increase, price drop" phenomenon, with traditional e-commerce platforms seeing prices fall below critical levels due to dealer inventory pressures and platform subsidies [2] - Emerging channels like instant retail and Douyin are showing growth, indicating a shift in consumer purchasing behavior towards "buy now, drink now" [2] - Major liquor companies are initiating anti-counterfeiting actions to stabilize prices and balance online and offline channel interests [2] Group 5: Traditional Chinese Medicine Sector - The traditional Chinese medicine industry is expected to see demand recovery by year-end, with inventory levels clearing up [3] - There are opportunities for fundamental and valuation improvements in the sector [3] - The innovation sector is seen as a potential second growth curve for traditional Chinese medicine companies [3] Group 6: Blood Products and Vaccine Industries - The blood products sector is focused on the "14th Five-Year" plan for plasma station construction and industry consolidation [3] - The vaccine industry is monitoring sales improvements of key products and progress in innovative pipelines, with policies and international expansion expected to drive further development [3]