The downstream encountered a cold impact on earnings. Nangmod Biological plans to increase production capacity utilization rate, with overseas as a "key expansion area". | Focus on the earnings conference

①Due to the unfavorable impact of downstream industrial clients' investment and financing, Namo Biotechnology's performance has been under continued pressure in recent years. Chairman Fei Jian revealed that the overall utilization rate of domestic production capacity is close to 80%, and will further improve the capacity utilization rate in the future; ②In the first half of 2024, the proportion of overseas business income has already increased to 14%. Fei Jian openly stated that overseas expansion is a key focus, and in the second half of the year, the overseas business development team will be further optimized.

cls.cnOct 10 17:09

Another one! Peptide products drive 'hot' performance, Sanuo Biological's net profit for the first three quarters is expected to increase by 76%.

①Peptide active pharmaceutical ingredients and formulation products are selling well, driving Shen Nuo Biotech's net income in the first three quarters to reach as high as 61.1987 million yuan, with the highest year-on-year increase of 75.88%. ②In September of this year, Shen Nuo Biotech signed a GLP-1 peptide active pharmaceutical ingredient supply contract worth up to 0.35 billion yuan, with a performance period until December 31, 2025.

cls.cnOct 9 22:22

Intensifying competition in the domestic CRO market is eroding profits, BiDe Pharmaceutical claims it will strengthen its overseas market | Direct hit earnings conference

①Affected by factors such as the slowdown in funding for innovative drugs and the increased competition among CRO companies, the domestic revenue of BiDe Medical continues to decline, dragging down overall performance and leading to a sharp decline in net income; ②In contrast, overseas market revenue is still growing. Chairman of BiDe Medical, Dai Lan, revealed that in the future, they will correspondingly increase overseas BD personnel to carry out promotional work.

cls.cnOct 9 20:14

The first third-quarter forecast of the star board: Peptide active pharmaceutical ingredients 'hot selling', Nuotai biology's net profit increase reaches up to 181%.

①Nuote Bio is the first to release the performance forecast for the third quarter of 2024, benefiting from the sales growth of peptide active pharmaceutical ingredients, with an expected net income attributable to shareholders of 0.1 billion yuan to 0.14 billion yuan, a year-on-year increase of 100.56% to 180.78%. ②Nuote Bio is expanding its peptide workshop to meet the hot demand for GLP-1, expecting to further increase peptide production capacity by 10 tons per year by the first half of 2025.

cls.cnOct 8 09:21

Bullish on A-shares? Foreign capital bypasses Hong Kong stock ETFs, with institutions suggesting that incremental capital for Chinese stocks may reach 40 billion US dollars.

Institutions predict that Chinese stock potential incremental funds may reach 40 billion US dollars. Which directions will be the focus of increasing positions?

cls.cnOct 7 20:50

What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.

①The Shanghai Stock Exchange: Will extend the acceptance of designated trading order instructions starting from October 8; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②The Hong Kong stock market is booming, with a high growth in the number of brokerage account openings and margin trading data in Hong Kong in the past week; Many places have introduced optimization policies for real estate, and the market has responded positively.

cls.cnOct 7 15:33