但知道是一回事，做到又是另一回事。试问自己，能否做到知行合一？ 板块上： 6月18日，电商促销，商品打折，A股也跟着凑热闹，继续缩量打折。截止到中午收盘，待涨家数超 4100家，多家上市公司都在降价甩货。 这个走势跟之前的预判是相符的，在大家节衣缩食的日子里，A股难以有效掀起一波大行情。 所以，一切走高都是出来的机会，一切向下无人问津都是重新进场的时机。 我是这么看的，也是这么玩的。 昨天写了个文章，说A股90%的时间不适合交易，很多人认可，这点我很欣慰。说明多人人还是明白事 理的。 反攻之后，快速缩小涨幅，收出了长长的上影线，是一种更加需要警惕的信号。 第三：银行无奈护盘 为什么说无奈呢？因为银行今天的护盘，有点不情不愿的，冲高回落之后看到指数走低，继续反攻。 我能够感受出来，这个时候推动银行护盘要付出多大的代价，而这个代价是未来要持续还的。 A股震荡，也在慢慢往我预判的方向发展，不疾不徐，坐看潮起潮落。 我是财经聪哥，一个立志花10年让1亿粉丝轻松看懂财经的男人，关注我，一起向上成长。 第一：CRO大跌 这是好事，我早就能够感受出来，CRO已经上攻发力，继续涨只不过是受创新药产业利好的影响而 已。 我已经 ...

Group 1 - The People's Bank of China announced eight significant financial opening measures, leading to a slight increase in major A-share indices, with the Shanghai Composite Index rising by 0.04% to 3388 points and the Shenzhen Component Index increasing by 0.24% [1] - The total trading volume for the day was 1.22 trillion yuan, which is a decrease of 15.4 billion yuan compared to the previous trading day, with nearly 3500 stocks declining across the market [1] Group 2 - The PCB and electronic components sectors saw gains, with companies like Huadian Co., Ltd. (002463) hitting the daily limit, and the storage chip sector also surged, with Kexiang Co., Ltd. reaching a 20% limit up [3] - The blind box economy sector experienced a downturn, with Yuanlong Yatu (002878) dropping over 8%, while the pesticide and veterinary drug sectors also fell, with Sulihua Co., Ltd. (603585) hitting the daily limit down [3]

January 10, 2024 Labcorp's Clinical Development and Commercialization Services business is now Fortrea (NASDAQ: FTRE). ©2023 Fortrea Inc. All rights reserved. Confidential. 42nd Annual J.P. Morgan Healthcare Conference Fortrea Tom Pike, Chief Executive Officer & Chairman of the Board Jill McConnell, Chief Financial Officer FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Labcorp's Clinical Development and Commercialization Services business is now Fortrea (NASDAQ: FTRE). ©2023 Fortrea Inc. All right ...

Group 1 - GigaCloud Technology Inc. (NASDAQ: GCT) has a promising business model and long-term growth potential in the cross-border trade and logistics industry [1] - The industry is currently facing economic disruptions, which may impact GigaCloud's operations and growth trajectory [1] Group 2 - The article expresses a positive outlook on GigaCloud's business despite the challenges in the industry [1]

Group 1 - The CRO concept sector experienced a decline of 1.65%, ranking among the top declines in the concept sector, with notable declines from companies such as Saint Noble Bio, Meinohua, and Ruizhi Medicine [1][2] - Among the CRO concept stocks, 10 stocks saw price increases, with Wanbang Pharmaceutical, Puni Testing, and Huace Testing leading the gains at 6.96%, 3.37%, and 2.25% respectively [1][2] - The CRO concept sector faced a net outflow of 1.109 billion yuan in main funds, with 48 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was WuXi AppTec, with a net outflow of 337 million yuan, followed by Lianhua Technology, Ruizhi Medicine, and Kailai Ying with net outflows of 136 million yuan, 105 million yuan, and 86 million yuan respectively [2][3] - The stocks with the highest net inflow included Huace Testing, Dongcheng Pharmaceutical, and Jinshi Yao, with net inflows of 29.24 million yuan, 23.51 million yuan, and 15.25 million yuan respectively [2][4] - The overall market sentiment reflected a mixed performance across various concept sectors, with brain-computer interface leading the gains at 6.63% while the CRO concept lagged behind [2][4]

越来越多的微短剧演员，开始给传统影视人"打工"了。 6月10日，制作人、演员张萌的经纪公司耀客传媒官宣签约微短剧演员蔡欣洋。 此前，爆火的"微短剧一哥"姚冠宇已经签约唐人娱乐。 刘擎、滕泽文签了知名编剧于正的欢娱影视； 白妍签约了果然娱乐，系陈哲远经纪公司； 从目前DataEye短剧观察统计的微短剧演员签约情况来看，主要有四类： 王凯沐则在章子怡入股的飞宝影视效力...... 不只是传统影视人、经纪公司，不少传统做长剧的娱乐企业，也抢签微短剧演员。 今天我们聊聊，微短剧演员背后，都是哪些公司？ 一、微短剧演员签约情况观察 | | | | - 1 = 1 = 1, 1, " = " = " 1, | | --- | --- | --- | --- | | | 演员 | 经纪公司 | 公司特色 | | | 姜十七 | 听花岛 | | | | 王道铁 | 听花岛 | | | | 赵佳 | 听花岛 | 咪蒙旗下厂牌 | | 客 | | | 深耕短剧领域 | | રુવ | 曾辉 | 听花岛 | 爆款微短剧制作公司 | | 短 | 李柯以 | 听花岛 | | | | 邓灵枢 | 听花岛 | | | 刷 | 王培延 | ...

Group 1 - The real estate market and stock market are currently facing challenges, with confidence and money being scarce, indicating that the market's performance may not reflect the underlying facts [1] - The lithium market has seen a significant decline, with prices dropping to 60,000 yuan/ton from a peak of 630,000 yuan/ton three years ago, suggesting a severe downturn for lithium manufacturers [2] - The CRO sector experienced a rise followed by a decline, indicating that investors should be cautious and wait for better opportunities rather than acting impulsively [3] Group 2 - The automotive and liquor sectors continue to struggle, with recent minor recoveries proving to be ineffective, highlighting the importance of avoiding overexposure to these imbalanced sectors [4] - The market conditions in 2025 are expected to be similarly challenging as in 2024, raising questions about the stock market's role as an economic indicator [4]

Investment Rating - The report maintains a "Buy" rating for several companies in the healthcare sector, including Asymchem, InnoCare, Samsung Biologics, Shandong Weigao Group, United Imaging, and Zai Lab [29][30]. Core Insights - The China biotech sector has seen a significant re-rating, with a year-to-date increase of 72%, driven by a surge in licensing-out deals, particularly in PD-1/VEGF bispecifics, which has validated asset quality and innovation [1][2]. - Investors are optimistic about the sustainability of this momentum, with expectations for more licensing deals to follow, including potential major deals from CSPC and Sino Biopharma [2]. - The CRO/CDMO sector has also benefited from increased licensing activity, with a 25% year-to-date growth, and companies like Tigermed and WuXi AppTec are highlighted for their resilience [8]. - Medtech is showing signs of recovery, with equipment tendering up 91% year-over-year in May, although revenue recognition remains a challenge due to inventory digestion and centralized procurement processes [8][10]. Summary by Sections China Biotech Licensing and Global Pharma Engagement - The rebound in China biotech is largely attributed to licensing deals with global pharma, enhancing confidence in the quality and innovation of Chinese biotech assets [2]. - Notable licensing deals include Akeso to Summit and 3S Bio to Pfizer, which have allowed companies to monetize global market valuations through royalties [2]. CDMO/CRO Implications - The CRO/CDMO sector has seen a 25% increase year-to-date, with Tigermed reporting a 20% year-over-year increase in new orders for Q1 [8]. - WuXi AppTec and Asymchem are expected to deliver resilient earnings due to their focus on late-stage and commercial manufacturing [8]. Medtech Recovery and Tendering Trends - Medtech has faced challenges, with a year-to-date decline of 4%, but there are signs of recovery in equipment tendering, which increased by 91% year-over-year in May [8][10]. - Companies like United Imaging and Mindray are expected to turn positive in their growth trajectories in the coming quarters [8]. Global Pharma Engagement - Global large pharma continues to recognize the importance of China in their business development strategies, particularly in the context of biopharma innovation cycles [10]. - Companies like GE Healthcare and Philips remain cautious about the capital equipment procurement environment in China, despite positive tendering momentum [10].

今天A股缩量上涨，总成交额 1.24万亿元，相比前一个交易日明显缩量。 上周五的地缘风险对市场造成 了较大影响，但今天全球市场情绪已开始恢复。目前A股正处于关键点位，面临技术面压力，本周料指 数大概率维持震荡整理格局，但市场中期向好逻辑未变，短线可多关注防御性板块。 | 英国富时100 | 法国CAC40 | 德国DAX | | --- | --- | --- | | 8890.68 | 7752.89 | 23619.71 | | +40.05 +0.45% | +68.21 +0.89% | +103.48 +0.44% | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX50 | | 39855.08 | 2757.23 | 5329.30 | | +416.33 +1.06% | +6.91 +0.25% | +38.83 +0.73% | | 亚太市场 | | | | 日经225 | 韩国综合 | 新加坡海峡 | | 38311.33 | 2946.6600 | 3908.46 | | +477.08 +1.26% +52.0400 +1.80% | | -2.96 -0.08% | | 澳 ...

Investment Rating - The report maintains a "Buy" rating for Wuxi Apptec, Pharmaron, and Tigermed A/H, while Wuxi Bio and Joinn A/H are rated as "Neutral" [5][107]. Core Insights - The biopharma industry in China is expected to see a mild increase in R&D activities and outsourcing over the next 12 months, with an average R&D budget increase of 10.8% YoY and an outsourcing rate rising from 46.7% to 48.3% [2][14]. - Biopharma managers are increasingly considering out-licensing as a primary financing option, rising from 58% in 2024 to 75% in 2025, which is anticipated to benefit CROs/CDMOs [3][16]. - The demand for R&D speed and capacity is growing, with biopharma companies prioritizing on-time delivery and quality when selecting CROs [3][50]. Summary by Sections R&D Budget and Outsourcing - Biopharma managers expect their R&D budgets to increase by an average of 10.8% YoY, with a higher willingness to allocate more funds to outsourcing [23][34]. - The overall outsourcing ratio is projected to increase from 46.7% to 48.3% in the next 12 months, with late-stage trials expected to recover more than early-stage trials [34][50]. Business Development (BD) Activities - 75% of surveyed biopharma managers view BD as the primary financing option, reflecting a significant increase in BD activities [3][16]. - The report indicates that the reinvestment of BD income may lead to more CRO orders, enhancing growth opportunities for CROs/CDMOs [16][50]. Pricing Trends - Biopharma managers anticipate smaller price cuts in the next 12 months compared to the previous year, indicating an improving demand/supply situation [4][56]. - The report highlights that no price cuts are expected for manufacturing in the upcoming year, which is a positive sign for the industry [4][56]. Vendor Selection - Wuxi Apptec remains the top choice for preclinical lab-testing, while Tigermed is the preferred vendor for clinical testing and trials [5][74]. - The criteria for selecting CROs emphasize quality, on-time delivery, and reputation, with a growing importance placed on delivery speed [65][92]. Market Outlook - The survey results suggest an overall positive outlook for the CRO/CDMO sector in China, with expectations of improved R&D activity and outsourcing compared to 2024 [5][50]. - The geopolitical uncertainties are expected to have limited impact on the operations of China CROs, with less than 10% of Wuxi Apptec's goods subject to US tariffs [5][107].