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september 24 investment lightning rod: hytera's 3-day winning streak warns of risks, and the progress of its expansion into new markets in the middle east remains uncertain

2024-09-24

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introduction:cailianshe reported on september 24 that the potential risk events in a-shares and overseas markets are as follows. domestic economic information includes: 1) china automobile dealers association warned that the "price war" from january to august this year has caused a cumulative loss of 138 billion yuan in the overall retail sales of the new car market; 2) the "magic medicine" has cooled down, and the prices of angong niuhuang pills and pien tze huang have fallen in many recycling markets; the company's key concerns include: 1) lingnan shares, which has been listed on the board for 4 days in 6 days, said that the company is still trying its best to raise funds for debt repayment; 2) datang telecom announced that the company's stock may have a risk of falling after a large short-term increase; the overseas market's key concerns include: 1) due to the escalation of the conflict between lebanon and israel, the united states is sending more troops to the middle east; 2) miniso invested about 6.3 billion in yonghui supermarket, and the us stock fell by more than 16%.

economic information

1. the china automobile dealers association has received feedback from a large number of member companies that the drastic changes in the automobile market caused by factors such as the ongoing "price war" have left automobile dealers in a quagmire and facing the prominent problem of extremely tight liquidity. according to relevant data analysis by experts from the association, in august, the overall discount rate of the new car market was 17.4%. from january to august this year, the "price war" has caused a cumulative loss of 138 billion yuan in the overall retail sales of the new car market, which has had a significant impact on the healthy development of the industry.

2. the prices of angong niuhuang pills and pien tze huang tablets, which have always been strong in the gift recycling market, have also begun to drop in the second half of this year. after interviewing recyclers in many places, the reporter learned that since june this year, the recycling prices in the second-hand market have dropped significantly. at present, the price of pien tze huang with a new date is about 550 yuan/tablet, and the price of angong niuhuang pills (tong ren tang shuang tian ran) is between 450-500 yuan/tablet. recyclers believe that the price drop of angong niuhuang pills and pien tze huang is mainly related to the economic situation. in various medical industry conferences this year, pharmacies can be heard saying that they feel different operating pressures than in previous years.