Ima Daily5MinJul 15
KingMed's net profit in the first half of 2026 exceeded Goldman Sachs' expectations, and it also launched a new equity incentive plan that has taken into account the impact of policies such as DRG 3.0. As the leading independent clinical laboratory (ICL) in Ch…
Ima Daily5MinJul 15
TCL Group's preliminary net profit in the first half and second quarter of 2026 exceeded Morgan Stanley's expectations, mainly due to the profit growth of CSOT (TCL Huaxing) and the narrowing of TCL Central's losses. However, the report predicts that TV panel…
Ima Daily5MinJul 15
J.P. Morgan believes that China has released its “15th Five-Year Plan” Carbon Peaking Action Plan, which clarifies its carbon intensity and non-fossil energy proportion targets in 2030. Related measures will benefit power grid equipment and renewable energy op…
Ima Daily5MinJul 15
Goldman Sachs Global Medical Research pointed out that after the failure of AZN/IONS's CARDIO-TTRansform trial, two core catalysts in the cardiovascular field attracted much attention in the third quarter: NVS/IONS's pelacarsen (HORIZON trial) and NVO's ziltiv…
Ima Daily5MinJul 15
Goldman Sachs' latest weekly data on new energy vehicles in China shows a positive sign. The year-on-year decline in passenger vehicle retail sales in the 28th week narrowed compared with the first half of the year. Among key brands, weekly orders for Weilai,…
Ima Daily5MinJul 15
Morgan Stanley expects JD.com’s second-quarter 2026 performance to be better than the market’s pessimistic expectations. The group's revenue is forecast to fall 3% year-on-year to 345.57 billion yuan, with non-GAAP net profit reaching 8.4 billion yuan, a solid…
Ima Daily5MinJul 15
Morgan Stanley believes that the mid-term upward trend of AI-related assets has not ended, but will continue to face reversal pressure in the short term due to factors such as foreign capital outflows and summer position adjustments. The report does not highli…
Ima Daily5MinJul 15
The report believes that even if capital expenditures reach US$80.2 billion in 2027, it will still not be able to alleviate the tight capacity of advanced process foundry. It is predicted that revenue will increase by 36% year-on-year in 2027, and the compound…
Ima Daily5MinJul 15
A UBS report pointed out that Muyuan's performance forecast for the first half of 2026 was a huge loss of 5.7 billion to 6.7 billion yuan, in line with its expectations. The main reason for the loss was that the price of pigs fell 33% year-on-year to 9.7 yuan/…