BioVaccine (600201): African swine fever vaccine breakthrough expected to reshape leadership advantage and growth momentum

Key investment logic: Biological Products Co., Ltd. has a strong R&D barrier, a rich pipeline of new products, and has obtained clinical approval for its African swine fever vaccine. If the progress is smooth, it is expected to become the largest earnings growth driver in the next 3-5 years. Additionally, there are multiple new product pipelines in areas such as pets and ruminants.

Zheshang SecuritiesJan 10 00:00

Research Report Insights | Open Source Securities: Bio shares exhibit strong growth momentum; maintain 'Buy' rating

Gelonghui, January 9 | An Open Source Securities research report pointed out that Biovac is a leading company in China's animal protection sector. Its product portfolio includes over a hundred types of vaccines across four major categories: swine, poultry, ruminants, and pets. The company has achieved continuous growth with multiple new products in its conventional vaccine lineup, while the African swine fever (ASF) vaccine presents a new growth opportunity. The likelihood of the company’s ASF vaccine reaching the market is increasing. The forecast for the company’s 2025 earnings remains unchanged, while projections for 2026-2027 have been revised upwards. It is estimated that the company's net profit attributable to shareholders for 2025-2027 will reach 1.88/7.12/12.11 billion yuan respectively (original forecasts for 2026-2027 were 3.52/5.08 billion yuan). EPS figures are respectively

Gelonghui FinanceJan 9 14:06 · Ratings

Biosector (600201): Core Business Emerging from the Trough; Attention on African Swine Fever Vaccine Progress

Report Summary: The company's core business is expected to gradually recover from its low point, with operations improving as hog inventory and beef cattle farming rebound. Progress in the African swine fever vaccine may also be forthcoming, and the company is poised to benefit early. Key investment insights: Our recommendation is based on our projections.

Guotai Haitong SecuritiesJan 9 00:00

Bio Shares (600201.SH): Bio Holdings has increased its stake by 614,600 A-shares.

Gelonghui, January 6th: Biological Shareholding (600201.SH) announced that Biological Holdings increased its stake by purchasing 614,600 A-shares of the company through the centralized bidding method on the Shanghai Stock Exchange trading system on January 6, 2026. This purchase accounted for 0.0553% of the company's total share capital. The total transaction value of this increase amounted to approximately RMB 9.8322 million (excluding transaction commissions and other fees).

Gelonghui FinanceJan 6 16:01

Bio Products (600201.SH): Major shareholder Bio Holdings obtains commitment letter for special loan to increase shareholding.

Gelonghui, December 24th – Biological Shareholding (600201.SH) announced that Hohhot Branch of China Minsheng Banking Corp., Ltd. (“Minsheng Bank”) has issued a Loan Commitment Letter to Biological Holdings, agreeing to provide special loan support for Biological Holdings’ acquisition of additional A-shares in the company. The maximum loan amount will not exceed RMB 90 million, with a loan term of 36 months. Apart from this loan, the remaining funds for the acquisition of these A-shares will be sourced from Biological Holdings’ own funds.

Gelonghui FinanceDec 24, 2025 17:44

Dongxing Securities 2026 Agriculture, Forestry, Animal Husbandry, and Fishery Strategy: Awaiting the Turning Point in the Swine Cycle While Feed and Veterinary Post-Cycle Attributes Weaken

Looking ahead to 2026, the reduction in hog production capacity will gradually deepen as the industry awaits a turning point in the cycle; the late-cycle attributes of feed and animal healthcare will weaken, with attention shifting to innovation and overseas expansion; while short-term tariff fluctuations may cause disruptions, domestic pet food brands are expected to continue their rise in the Chinese market.

Zhitong FinanceDec 24, 2025 14:54