Boji Medical Technology (300404)
- 12.09
- -0.26-2.11%
Boji Medical Technology (300404) News
Express News | Innovative drug concept stocks fluctuated and weakened; ACROBiosystems dropped more than 10%.
During the morning session, innovative drug concept stocks fluctuated and weakened, with the CRO sector leading the decline. ACROBiosystems fell more than 10%, while Abclonal, Wanbang Pharmaceutical, Sino Biological, Boji Pharmaceutical, Baihua Pharmaceutical, and Hongbo Pharmaceutical all declined by more than 5%.
Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage
The annual national medical insurance catalog negotiations have once again entered the stage of on-site bargaining.
China Postal Securities: Triple indicators confirm recovery in clinical CRO sector sentiment; leading clinical CROs poised for an upcycle amid multi-factor resonance
Although clinical CROs exhibit a lagged transmission effect, their prosperity level is expected to surpass that of preclinical CROs, presenting investment value.
Boji Pharmaceutical (300404) 2026 H1 Report Commentary: Clinical Research Fuels Growth, with a Robust Order Book Paving the Way for Future Expansion
Event: In the first half of 2026, the company reported revenue of RMB 454 million, up 25.64% year over year; net profit attributable to shareholders was RMB 37.2005 million, up 138.93% year over year; and net profit attributable to shareholders after deducting non-recurring items was RMB 22.391 million.
Express News | CRO concept stocks continue to decline; Wanbang Pharmaceutical approaches the 20% limit down.
In the afternoon, CRO concept stocks continued to decline. Wanbang Pharmaceutical approached the 20% limit down, while Nearshore Protein, Baihua Pharmaceutical, Hongbo Pharmaceutical, Chengda Pharmaceutical, Boji Pharmaceutical, and Yiqiao Shenzhou followed with declines.
Boji Pharmaceutical: Semi-Annual Report for 2026
Boji Pharmaceutical: Summary of the 2026 Semi-Annual Report
Boji Medicine (300404.SZ) reported its first-half results, with net profit attributable to shareholders of RMB 37.2005 million, a year-on-year increase of 138.93%.
Boji Pharmaceutical (300404.SZ) released its interim report for 2026. During the reporting period, the company achieved operating revenue of RMB 454 million, a year-on-year increase of 25.64%. Net profit attributable to shareholders of the listed company amounted to RMB 37.2005 million, up 138.93% year on year. Net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses stood at RMB 22.3911 million, representing a year-on-year increase of 86.77%.
Express News | Bid with an eye on the market leader.
Market focus stock Landun Optoelectronics (ChiNext, 5 consecutive limit-ups) opened 4.04% higher. In the pharmaceutical sector, Kaikai Industrial (5 limit-ups in 7 days) opened 0.06% higher, Aoyang Health (3 consecutive limit-ups) opened 3.52% higher, and Boji Medicine (ChiNext, 2 consecutive limit-ups) opened 3.06% lower. In the optical communication sector, Huaxi Shares (3 consecutive limit-ups) opened 1.87% lower, Tianyang New Materials (3 consecutive limit-ups) hit the limit-up price during the call auction, and Gongjin Shares (2 consecutive limit-ups) opened 9.68% higher. In the auto parts sector, Kuntai Shares (3 consecutive limit-ups) opened 4.89% lower. Clean room concept stock Gold Mantis (3 consecutive limit-ups) opened 3.97% higher. Ligong Nengke (2 consecutive limit-ups), which reported earnings exceeding expectations, opened 4.67% higher. Defense stock Ocean King (2 consecutive limit-ups) opened 2.95% higher.
CRO Outperforms CPO in August: Is a Rally in Pharmaceutical Stocks Next After the Optical Module Surge?
① The semi-annual report indicates that the operating performance and order backlog of multiple CRO companies have resumed rapid growth, driven by a robust recovery in client demand; ② In Q2, fund allocations to the pharmaceutical sector overall dropped to historic lows, yet innovative drugs and CROs emerged as the primary areas for contrarian accumulation by capital at market bottoms; ③ The CDMO sub-sector has entered a critical period for new contract signings and the volume ramp-up of major overseas products.
[Infographic: Bull and Bear Stocks] This week's top-performing stock surged over 148%, with pharmaceutical stocks dominating the leaderboard.
① The three major A-share indices posted mixed performance this week, with the ChiNext Index rising 1.77%; ② Stocks related to innovative drugs led the gains, with Boji Pharmaceutical surging 59.08% for the week; ③ The communications equipment sector also saw strong gains, and on a sequential basis, companies in this industry attracted significantly increased attention from investor surveys.
Express News | Midday Review: STAR 50 Index Falls 0.57% in Morning Session; High-Flying Stocks Decline Collectively
The three major indices showed mixed performance, with the Shanghai Composite fluctuating lower and the ChiNext Index rising before retreating. Half-day turnover in the Shanghai and Shenzhen markets reached RMB 1.39 trillion, a decrease of RMB 202.1 billion compared to the previous trading day. Market themes were fragmented, with over 3,400 stocks declining. Sector-wise, the food and beverage sector saw isolated movements, with Guifaxiang and Heizhima hitting the daily limit up. The pharmaceutical sector remained active repeatedly; Shenqi Pharmaceutical and Boji Pharmaceutical both recorded their second consecutive daily limit up, while Huasen Pharmaceutical and Xidian Pharmaceutical hit the daily limit up. The defense industry sector experienced volatile gains, with Chengfei Integration and Lijun Shares hitting the daily limit up. The liquid-cooled server concept was active, with Kangsheng Shares hitting the daily limit up. On the downside, high-flying stocks suffered heavy losses: Qin'an Shares and Baoying Shares hit the daily limit down; Tongli Tianqi, Huangshi Group, and Delong Huineng touched the daily limit down; and Jingtou Development approached the daily limit down. The power sector underwent volatile adjustments, with significant declines in Huayin Electric Power and Yuneng Holdings, among others. At the close, the Shanghai Composite fell 0.21%, the Shenzhen Component rose 0.08%, and the ChiNext Index rose 0.65%.
Express News | CRO concept stocks repeatedly gain strength; Boji Medicine hits two consecutive 20% limit-ups
The CRO concept has repeatedly strengthened, with Boji Medicine hitting the 20% daily limit for two consecutive sessions, Lanwei Medicine rising over 10%, and Heyuan Biotech, Suntae Pharma, Nearshore Protein, and Haoyuan Medicine following suit. On the news front, numerous domestic and international CXO companies have recently concentrated their interim earnings disclosures: overseas, preclinical CROs represented by Charles River Laboratories and clinical CROs represented by IQVIA have successively raised their full-year performance guidance; CDMO leaders such as Lonza have also maintained rapid business growth. Domestically, Wuxi Apptec announced its 2026 interim report, with second-quarter revenue and net profit significantly exceeding market expectations, while simultaneously raising its full-year performance targets.
Market divergence widens following a surge and subsequent pullback; investors should exercise caution regarding high-level volatility in pharmaceutical stocks, while the semiconductor sector receives further industry tailwinds.
Track the entire lifecycle of core sector themes.
A-Share Market Close | Three Major Indices Retreat from Highs to End Lower; Pharmaceutical CRO Sector Surges Against the Trend
On August 13, China's three major A-share indices surged before retreating, closing lower across the board.
A-Share Midday Update | Shanghai Composite up 0.42%, ChiNext surges 1.61% as pharmaceuticals and computing power sectors rally
China's three major A-share indices opened higher and fluctuated, with gains driven by heavyweight stocks, although more individual stocks declined than advanced.
Express News | Midday Review: ChiNext Index rises 1.61% in morning session; pharmaceutical sector surges collectively
The market opened higher in the morning and fluctuated, with a clear divergence between the yellow and white lines, indicating stronger performance by large-cap weighted stocks. The combined half-day turnover of the Shanghai and Shenzhen markets reached RMB 1.59 trillion, an increase of RMB 207.6 billion compared to the previous trading day. Market hotspots rotated rapidly, with over 3,000 stocks declining across the board. Sector-wise, the pharmaceutical sector continued its upward momentum, with Boji Pharmaceutical and Longshen Rongfa hitting the 20% daily limit up. Yuheng Pharmaceutical recorded four limit-ups in five days, Yatai Group achieved three consecutive limit-ups, and Wanbang Pharmaceutical saw two limit-ups in three days. The computing power leasing concept remained strong, with Chengdi Xiangjiang posting three consecutive limit-ups, while Litong Electronics and Qunxing Toys hit the limit up. The food and beverage sector regained activity, with Huangshi Group and Yiming Food both achieving four consecutive limit-ups. The super-node concept trended higher amid fluctuations, with Gongjin Shares hitting the limit up. On the downside, the precious metals concept underwent corrective fluctuations, with Xiaocheng Technology, Zhaojin Gold, and Hunan Silver all declining. At the close, the Shanghai Composite Index rose 0.42%, the Shenzhen Component Index rose 0.73%, and the ChiNext Index rose 1.61%.
Express News | 10:30 AM Quick Commentary: Significant Divergence Between Weighted and Unweighted Indices; Market Volume Surges
The market opened with volatile gains in the morning session. The STAR 50 Index rose by over 2%, while the ChiNext Index gained nearly 2%. There was a notable divergence between the weighted (white) and unweighted (yellow) index lines, with large-cap stocks showing stronger performance. Trading volume increased significantly; turnover in the first hour reached RMB 194.9 billion across both exchanges, with full-day trading volume projected to hit RMB 2.46 trillion. Currently, more than 3,300 stocks are trading lower. In terms of sectors, hotspots rotated rapidly. The computing hardware concept remained active, with Tianfu Communication surging over 12%, and significant gains recorded by Yuanjie Technology, Changyingtong, and Dongshan Precision. The computing power leasing concept continued its strong momentum, with Chengdi Xiangjiang hitting its third consecutive daily limit up, and Litong Electronics and Qunxing Toys closing at their daily limits. The pharmaceutical sector strengthened again, with Boji Medicine hitting the 20% daily limit up, and Yuheng Pharmaceutical achieving four daily limit ups in five trading days. Other sectors experiencing rotation included food and beverages, super nodes, AI applications, and green electricity.
A-Share Market Update: DeepSeek-related stocks surge as DeepSeek officially launches V4 Pro model
Gelonghui, August 13 | DeepSeek-related stocks in the A-share market rose collectively. Among them, Boji Medicine surged more than 10%, Fengyuzhu and Kangliyuan gained over 9%, Yitian Intelligence, Digital Zhengtong, and WPG rose more than 8%, Jiechuang Intelligence, Xiechuang Data, and Yinli Media advanced over 7%, Mio Exhibition, Parallel Technology, and Xinlicheng climbed more than 5%, while Unisplendour, Chaoxun Technology, Zhiwei Intelligence, Saiyi Information, Yinsai Group, and Zhewen Interconnect increased by over 4%. On the news front, the official version of DeepSeek V4 Pro was formally released on the evening of August 12 and has been updated to the API, with the model name for calls remaining unchanged. The new version enhances
A-Share Market Movement | Zhejiang's significant policy support boosts brain-computer interface stocks, with Innovation Medical hitting the daily trading limit
Gelonghui, August 12 — Brain-computer interface (BCI)-related stocks in China’s A-share market collectively rose, with Aipeng Medical surging nearly 11%, Innovation Medical hitting the 10% daily trading limit, Sanbo Brain Hospital climbing over 5%, and Dongfang Zhongke, Wisder Medical, and Shengxun Shares each gaining more than 4%. Boji Pharma, Yanshan Technology, and Xiangyu Medical advanced over 3%. On the news front, the General Office of the Zhejiang Provincial People’s Government issued a notice titled “Several Measures on Promoting Industry-Academia-Research Collaboration in Brain-Computer Interfaces,” which emphasized strengthening financial support. It called for leveraging the provincial “4+1” special funds and the Zhejiang Social Security Sci-Tech Innovation Fund to actively provide market-oriented support to promising BCI enterprises and high-quality R&D pipelines.