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冲高回落 大盘下跌空间有限
Chang Sha Wan Bao· 2025-12-18 14:48
长沙晚报掌上长沙12月18日讯(全媒体记者 刘军)A股三大指数18日走势分化。截至收盘,沪指涨 0.16%,收报3876.37点;深证成指跌1.29%,收报13053.97点;创业板指跌2.17%,收报3107.06点。沪深 两市成交16555亿元,较17日缩量1557亿元。 从技术上来看,沪指因为因为有蓝筹股保驾护航,已经上攻到了10日线附近。并且,沪指日线图上, MACD绿柱还在继续缩短,KDJ线都已掉头向上,因此,目前不宜过分看空,即使下跌,空间也有限。 如果大盘近几个交易日能够补量,很可能出现指数与个股共涨局面,建议投资者可以持股等待。 18日AI医疗板块表现亮眼,领涨两市。消息面上,蚂蚁集团近日宣布旗下AI健康应用AQ品牌升级为"蚂 蚁阿福",并发布App新版本,升级健康陪伴、健康问答、健康服务三大功能。升级后的"蚂蚁阿福"聚 焦"健康+"战略,定位从AI工具转向AI健康朋友,能够像真人朋友一样,帮助用户管理自身和家人健 康。 目前,"蚂蚁阿福"App的月活用户已超1500万,跻身国内AI App前五,成为第一大健康管理AI App。据 了解,目前阿福APP每天回答用户500多万个健康提问,55%用 ...
达嘉维康:持续看好中药新药、创新药 密切关注并探索布局可行性
Zheng Quan Shi Bao Wang· 2025-08-05 03:50
Core Viewpoint - Dajia Weikang (301126) is optimistic about the development potential and market prospects of traditional Chinese medicine new drugs and innovative drugs, and is actively exploring feasible layouts to improve its industrial chain [1] Group 1 - The subsidiary Tianji Caotang is conducting technical reviews for the in-development product Sacubitril/Valsartan Sodium Tablets [1] - The company is preparing to submit a declaration for Ezetimibe/Atorvastatin Calcium Tablets [1] - The company is closely monitoring and exploring the feasibility of its layout in the industry [1]
诺泰生物:公司信息更新报告:GLP-1原料药已进入商业化供货阶段,看好赛道龙头全年机会-20250305
KAIYUAN SECURITIES· 2025-03-05 08:23
Investment Rating - The investment rating for the company is "Buy" (maintained) [1][5][17] Core Views - The company has entered the commercial supply stage for GLP-1 raw materials, indicating strong growth potential in the sector [5] - The company expects to achieve a revenue of 1.624 billion yuan in 2024, representing a year-on-year growth of 57.1% [5] - The net profit attributable to the parent company is projected to be 401 million yuan in 2024, with a significant year-on-year increase of 145.8% [5] - The company is well-positioned to capture more commercial orders due to its compliance capacity, high-quality products, and large batch delivery capabilities [5] Financial Summary - The total market capitalization of the company is 12.187 billion yuan [2] - The company's revenue is expected to grow from 1.034 billion yuan in 2023 to 1.624 billion yuan in 2024, with a compound annual growth rate (CAGR) of 57.1% [9] - The projected net profit for 2024 is 401 million yuan, increasing to 526 million yuan in 2025 and 691 million yuan in 2026 [9] - The company's gross margin is expected to improve from 61.0% in 2023 to 67.3% in 2024 [9] - The earnings per share (EPS) is forecasted to be 1.82 yuan in 2024, 2.39 yuan in 2025, and 3.14 yuan in 2026 [9] Production Capacity and New Products - The company has successfully passed GMP compliance checks for its new oral solid dosage production line, which is expected to drive strong growth in its formulation business [6] - The new peptide production facility has been officially put into operation, with a capacity to produce over five tons annually [7] - The company has received approval for new products, including the Atofenac Calcium Tablets, which will contribute to its revenue growth [6]