Core Points - Guerbet, a global leader in medical imaging, has announced its financial agenda for 2026, detailing key publication dates for annual revenue, results, and quarterly updates [2][3] - The company generated revenue of €841 million in 2024 and invests 9% of its revenue in Research and Development [4] Publication Calendar - 2025 Annual Revenue will be published on February 05, 2026, after trading [3] - 2025 Annual Results will be published on March 11, 2026, after trading [3] - 2026 1st Quarter Revenue will be published on April 23, 2026, after trading [3] - Annual Shareholders' Meeting is scheduled for May 22, 2026 [3] - 2026 2nd Quarter Revenue will be published on July 23, 2026, after trading [3] - 2026 First Half Results will be published on September 15, 2026, after trading [3] - 2026 3rd Quarter Revenue will be published on October 22, 2026, after trading [3] Company Overview - Guerbet specializes in contrast agents and solutions for medical imaging, with over 2,905 employees worldwide [4] - The company has been a pioneer in contrast products for 98 years and operates four R&D centers in France and the United States [4]

北陆药业所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：医药电商、干细胞、基 因测序、原料药、中药等。 北陆药业今年以来股价涨41.46%，近5个交易日跌1.02%，近20日跌0.91%，近60日跌16.98%。 今年以来北陆药业已经2次登上龙虎榜，最近一次登上龙虎榜为6月17日，当日龙虎榜净买入3375.52万 元；买入总计9540.19万元 ，占总成交额比11.17%；卖出总计6164.67万元 ，占总成交额比7.22%。 资料显示，北京北陆药业股份有限公司位于北京市海淀区西直门北大街32号枫蓝国际写字楼A座7层， 成立日期1992年9月5日，上市日期2009年10月30日，公司主营业务涉及对比剂系列、中枢神经类和降糖 类药品的生产、研发与销售。主营业务收入构成为：对比剂63.33%，中成药22.09%，降糖药12.75%， 其他(补充)1.83%。 11月18日，北陆药业盘中下跌2.03%，截至14:27，报8.70元/股，成交1.15亿元，换手率2.33%，总市值 48.97亿元。 资金流向方面，主力资金净流出1513.50万元，特大单买入0.00元，占比0.00%，卖出235.48万 ...

Core Insights - North Lu Pharmaceutical's stock price increased by 2.04% on September 24, reaching 9.00 CNY per share, with a total market capitalization of 5.066 billion CNY [1] - The company has seen a year-to-date stock price increase of 46.34%, but has experienced declines of 5.46% over the last 5 trading days, 6.83% over the last 20 days, and 7.31% over the last 60 days [1] - For the first half of 2025, North Lu Pharmaceutical reported a revenue of 584 million CNY, a year-on-year growth of 23.27%, and a net profit attributable to shareholders of 29.97 million CNY, up 53.35% year-on-year [2] Financial Performance - The company has recorded a cumulative cash distribution of 369 million CNY since its A-share listing, with 59.03 million CNY distributed over the last three years [3] - As of June 30, 2025, the number of shareholders increased by 43.48% to 43,900, while the average circulating shares per person decreased by 29.84% to 11,256 shares [2] Business Overview - North Lu Pharmaceutical specializes in the production, research, and sales of contrast agents, central nervous system drugs, and hypoglycemic agents, with revenue contributions of 63.33% from contrast agents, 22.09% from traditional Chinese medicine, and 12.75% from hypoglycemic drugs [1] - The company operates within the pharmaceutical and biological industry, specifically in the chemical pharmaceutical sector, and is involved in various concept sectors including raw materials, e-commerce, traditional Chinese medicine, genetic sequencing, and biopharmaceuticals [2]

Core Viewpoint - GE Healthcare is undergoing organizational adjustments in its China operations, including layoffs in key product lines, while still committing to growth and recruitment in strategic areas [3][6][7] Group 1: Organizational Changes - GE Healthcare is laying off employees primarily in the CT and MRI divisions, confirming that the layoffs are part of a restructuring process [3][6] - The company is still actively recruiting for approximately 150 positions in China, indicating a focus on strategic areas despite the layoffs [6][7] Group 2: Market Position and Financial Performance - China is GE Healthcare's second-largest market, generating approximately $2.4 billion in revenue in 2024, accounting for about 12% of global revenue [4] - In the first half of 2025, the revenue from the China region was $1.16 billion [4] - GE Healthcare holds a significant market share in China, with approximately 23.62% of the CT market and around 23% in the MRI bidding market [6] Group 3: Production and Manufacturing - China serves as GE Healthcare's largest production base globally, with six major manufacturing sites across various cities [4][5] - Two out of every three CT machines sold by GE Healthcare globally are produced in China, and half of the MRI machines are also manufactured there [5] Group 4: Future Growth Outlook - The CEO of GE Healthcare indicated that the growth model in China is shifting to a moderate single-digit growth rate, moving away from the previous double-digit growth era [7] - This change is attributed to the market maturing, with a focus on equipment replacement rather than new installations, although the large user base in China is expected to sustain growth [7]

Group 1 - The company operates in two main business segments: chemical drugs (including raw materials) and traditional Chinese medicine [1] - The chemical drug segment focuses on the research, production, and sales of products such as contrast agents and hypoglycemic agents [1] - The traditional Chinese medicine segment concentrates on the production and sales of products related to central nervous system, heat-clearing and detoxifying, and tonifying categories [1] Group 2 - The company and its subsidiaries are not involved in any deep space economy-related businesses [1]

Core Points - The stock price of Beilu Pharmaceutical closed at 10.09 yuan on August 26, 2025, down by 0.21 yuan or 2.04% from the previous trading day [1] - The company reported a revenue of 584 million yuan for the first half of 2025, representing a year-on-year growth of 23.27% [1] - The net profit attributable to shareholders reached 29.97 million yuan, with a year-on-year increase of 53.35% [1] Financial Performance - Sales revenue from contrast agents amounted to 339 million yuan, showing a year-on-year growth of 21.11% [1] - Sales revenue from traditional Chinese medicine formulations was 118 million yuan, reflecting a year-on-year increase of 32.84% [1] Market Activity - On August 26, 2025, the net outflow of main funds for Beilu Pharmaceutical was 49.51 million yuan, with a cumulative net outflow of 201.63 million yuan over the past five days [1]

Group 1: Business Performance and Revenue - In 2024, the company achieved sales revenue of CNY 58,804.95 million for contrast agents, a year-on-year increase of 9.87% [1] - Sales revenue for hypoglycemic products reached CNY 12,598.34 million, growing by 33.24% year-on-year [1] - The company reported a decline in raw material sales revenue to CNY 9,003.14 million, down by 20.83% [1] - Sales revenue for traditional Chinese medicine preparations was CNY 16,844.68 million, reflecting a year-on-year growth of 19.65% [1] - The company’s overseas revenue for 2024 was CNY 13,216.14 million, marking a 15.02% increase [4] Group 2: Strategic Developments - The company continues to implement a "chemical + traditional Chinese medicine" dual-driven strategy, focusing on contrast agents, hypoglycemic drugs, and central nervous system traditional Chinese medicine [1] - The construction of the Cangzhou Phase III raw material production project has been completed, enhancing the production capacity for gadolinium and iodine contrast agents [2] - The Bozhou production base is progressing, with the first phase expected to start trial production and process validation within the year [3] Group 3: Market Expansion and Product Development - The company is expanding its market presence internationally, with successful exports of contrast agents and raw materials to South America, Africa, and Asia [4] - The company’s subsidiary, Haichang Pharmaceutical, is one of the few domestic producers with iodine contrast agent production qualifications, with an annual capacity of 1,000 tons [2] - The "MERCURY non-invasive blood test" technology developed by the affiliated company, Shihe Gene, allows for the screening of nine types of cancer from a single blood sample [7]