Kangtai Biotech (300601): Sales revenue of conventional vaccines increased 19% year-on-year, and commercialization of human diploid rabies vaccine is being promoted
Revenue from routine vaccine sales increased 19% year over year. In 2023, the company achieved revenue of 3.477 billion yuan (year-on-year +10.1%), and sales revenue of 3,505 billion yuan (year-on-year +19) for conventional vaccines (excluding COVID-19 vaccines)
Express News | Wanfu Biotech: Respiratory triple household self-test OTC products were approved by the US FDA EUA
Express News | Northeast Pharmaceutical: Sun Company obtained registration certificate for injectable azithromycin
Haizheng Pharmaceutical: “Haizheng Dingzhan” can choose to resell
Zhejiang Haizheng Pharmaceutical Co., Ltd. announced that the closing price of the company's stock for 30 consecutive trading days from March 18, 2024 to April 30, 2024 was lower than 80% of the current share conversion price of the company's “Haizheng Transfer”. According to the agreement in the “Transaction Report”, the “Haizheng Ding Transfer” resale clause came into effect.
Shanghai Pharmaceutical (601607): Steady growth in performance is optimistic about improving operations throughout the year
Core view On April 26, the company released the first quarter results report of 2024, achieving operating income of 70.153 billion yuan, an increase of 5.93% over the previous year, and a net profit of 1,542 billion yuan, an increase of 1.6 billion yuan over the previous year
Eling Pharmaceutical (002603): The R&D pipeline is rich and non-respiratory products are growing steadily
Incident: Eling Pharmaceutical released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved revenue of 10.318 billion yuan (-17.67% year-on-year) and net profit of 1,352 billion yuan (year-on-year -42)
Estimating The Intrinsic Value Of Beijing Tiantan Biological Products Co., Ltd. (SHSE:600161)
Key Insights The projected fair value for Beijing Tiantan Biological Products is CN¥25.62 based on 2 Stage Free Cash Flow to Equity With CN¥28.77 share price, Beijing Tiantan Biological Products app
Rhine Biotech (002166) Company Incident Review Report: The impact of inventory removal has subsided, and the profit side is expected to rise steadily
On April 9, 2024, RHEIN Biotech released its 2023 annual report, and on April 26, 2024, RHEIN Biotech released its report for the first quarter of 2024. Key investment points The impact of inventory removal has subsided, and the profit side continues
Rheinbio (002166): Excellent performance in 24Q1, synthetic biotechnology builds long-term advantages
Key investment points 2023 profit declined slightly. 24Q1 performance surpassed market expectations that the company achieved revenue of 1,494 billion yuan in 2023, an increase of 6.65% over the previous year; realized net profit to mother of 82.51 million yuan, a year-on-year decline
Tiankang Biotech (002100) Company Information Update Report: Pig Costs Decrease, Steady Increase, Feed Business Continues to Grow
The cost of pigs declined and increased steadily, and the feed business continued to grow. Maintaining the “Buy” rating, the company published the 2023 Annual Report and the 2024 Quarterly Report. The 2023 revenue was 19.026 billion yuan (+11.99%), which went back to the mother
Tiankang Biology (002100): Q1 pig costs fell to 16.3, and feed health insurance business grew steadily
Net profit of 2024Q1 was 56.677 million yuan, reversing the year-on-year loss to profit. The company released the 2023 Annual Report and 2024 Quarterly Report: In 2023, it achieved revenue of 19.03 billion yuan, an increase of 12% over the previous year, and achieved return to the mother
Placo (603566): The pig breeding business is under pressure in the short term, the pig cycle reverses, and the future is bright
Performance summary: In 2023, the company achieved operating income of 1,253 billion yuan, +1.84% year on year; net profit to mother of 175 million yuan, +3.99% year on year; net profit after deduction of 154 million yuan, year-on-year
Hualan Biology (002007): The Q1 blood products business remains steady and we expect the influenza vaccine to be released
Core view On April 25, the company released its 2024 quarterly report. The year-on-year decline in performance was mainly due to a high sales base for influenza vaccines, and the blood products business maintained steady growth. In terms of blood products, it is expected that as the amount of pulp collected continues to increase, it will be superimposed
Biotech Co., Ltd. (600201): Steady growth in the face of adversity, R&D investment reaps rewards
Performance summary: In 2023, the company achieved operating income of 1,598 billion yuan, +4.55% year-on-year, net profit to mother was 284 million yuan, +34.64% year-on-year, and net profit after deduction was 255 million yuan, year-on-year +
Tiankang Biology (002100): Rapid cost improvement, steady financial strength
The 2023 and 1Q24 results are in line with our expectations Tiankang Biotech announced 2023 and 1Q24 results: the company achieved revenue of 190.26/3.777 billion yuan in 2023/1Q24, +12 compared to the previous year
Express News | Tianbang Food: Will drastically reduce fattening production capacity in Shandong
These 4 Measures Indicate That Zhejiang Hisun Pharmaceutical (SHSE:600267) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Tianbang Food (002124): Financial pressure remains concerned about the progress of pre-restructuring
Financial pressure still exists. Concerned about the progress of pre-restructuring, the company achieved a net profit of 2.88 billion yuan in 2023. Among them, the pig breeding business suffered deep losses, the pork products business lost money due to a decline in the gross margin of frozen meat, and the food processing was still in a period of rising production capacity
Tiankang Biotech (002100) 2023 Annual Report and 2024 Quarterly Report Review: Multiple businesses continued their growth trend and turned losses into profits in the first quarter
Incident: The company released its 2023 annual report and 2024 quarterly report on April 29. The full year of 2023 achieved revenue of 19.03 billion yuan, +12.0% year-on-year; realized net profit of 1.36 billion yuan to mother.
Baiyun Mountain (600332): Steady growth in 24Q1 performance promotes high-quality development
Incident: Baiyunshan Company released its report for the first quarter of 2024. In 2024Q1, the company achieved revenue of 22.946 billion yuan (+6.09%), net profit to mother of 1,958 billion yuan (+2.59% year over year), deducted from non-return