$YONGHE MEDICAL(02279.HK) The driving factors are the better-than-expected Q1 performance of several leading consumer healthcare companies: Aier Eye Hospital's Q1 revenue was 6.396 billion (+6.15%), net profit 1.181 billion (+12.46%); Tongce Medical's Q1 revenue was 755 million (+1.43%), net profit 187 million (+1.66%).
It seems that Yonghe Medical's turnaround to profitability over the past two years is not entirely due to its own alpha factors; industry beta is also one of the reasons.
泡面的投资周记（26 年第 17 周）
零零散散对持仓进行了一些仓位上的调节，最近持仓里的票波动还挺大的本周交易记录：太多了就不写了当前仓位分布表：（港 A）（美股）Part1:二手车行业公司的共识一个比较直观的感受，随着国内二手车交易量持续创下新高，近几个月整个行业的资本动作愈发频繁，融资、增资、战略入局层出不穷。融资的火热，代表的是金融圈对于二手车赛道未来行业景气度会上行的共识，而对于二手车公司本身来说...
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