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Just one week after the start of the new year, more than 100 companies in the A-share market have obtained institutional research and disclosed the records of investor relations activities
.
On the whole, from January 4th to 7th, 128 listed companies that have obtained institutional research are still concentrated in the mechanical equipment, electronics and pharmaceutical and biological sectors.
Among them, there are 15 in the pharmaceutical and biological industries, and a total of 467 institutions have received research
.
Huadong Medicine has received intensive research from more than 280 institutions
.
On January 6, Huadong Medicine released a record form of investor relations activities.
The announcement showed that on January 5, more than 280 institutional and individual investors including Goldman Sachs Group, Gao Yi Assets, BlackRock and Sequoia Capital participated in the event with a total of 525 participants.
The online meeting of Huadong Medicine
.
Judging from the main content of investor relations activities, in the past two years, Huadong Medicine has successively invested in the establishment of Zhejiang Huida Biotechnology and Hubei Meiqi Health Technology, and acquired 100% equity of Anhui Huachang Hi-Tech after bankruptcy and reorganization, speeding up the industrialization process.
platform construction
.
Huadong Medicine stated that it has mastered the complete process technology for the production of nucleosides.
The essence of the acquisition of Huachang Hi-Tech’s equity is actually to acquire its existing stock fixed assets, seize market opportunities, and accelerate the pace of industrialization of nucleoside products
.
In the interactive exchanges with investors, the institution expressed concern about the company's industrial microbe product layout, CMO and CDMO business situation, the company's views on the future competition in the domestic industrial microbe field, and plans for industrial microbe R&D investment
.
The microbial industry is a national strategic emerging industry, and the National Medium- and Long-Term Science and Technology Development Plan (2006-2020) has listed biotechnology as the focus of the science and technology development strategy
.
In recent years, the research on industrial microbiology technology has been accelerated, and with the support of national policies, the entire microbiology industry has developed rapidly and presented an unprecedented broad development prospect
.
At present, the application fields of industrial microbial products have been very broad, involving agriculture, forestry, medicine and health care, manufacturing and other fields
.
In terms of the product layout of industrial microorganisms in various sub-fields, Huadong Medicine said that the company's industrial microorganism business can be divided into four categories: pharmaceutical raw materials and high-end intermediates, special functional chemicals, large health and medical beauty raw materials, biological materials and enzyme preparations.
large field
.
In terms of the corresponding landing platform, the business of pharmaceutical raw materials and high-end intermediates is mainly undertaken by the wholly-owned subsidiary Zhongmei Huadong and its holding subsidiaries Huda Biology and Joyoung Biology
.
The industrialization platform for special functional chemicals is Huachang Hi-Tech, which will focus on the industrialization of nucleoside series products, including basic nucleosides, deoxynucleosides, modified nucleosides, protective nucleosides, and triphosphated nucleosides.
.
The industrialization platform of the health care and medical beauty raw materials business is the joint venture company Meiqi Health, which can meet the research and development and production needs of the health care and medical beauty raw materials after it is completed and put into production in 2023
.
As far as the popularity of the industrial microorganism industry is concerned, the company said that in the future, it is inevitable that more domestic pharmaceutical companies will enter this field and participate in the competition in the domestic market
.
But at the same time, there are certain technical barriers and difficulties in industrialization in the field of industrial microorganisms
.
The company has been deeply engaged in the field of industrial microorganisms for more than 40 years, has a solid industrial foundation, and has built a key technology system for the research and development and production of microbial products
.
At the same time, there are corresponding guarantees in terms of microbial drug production capacity
.
Looking forward to the future, the company stated that it will continue to focus on the high value-added fields in the upstream of the industrial chain with a global perspective, horizontally expand the application scenarios of the company's existing microbial technology, vertically expand the development height and large-scale production capacity of industrial microbial technology, and open up a new blue ocean for the industrial microbial industry.
.
According to the company's industrial microbiology research and development investment plan, the company's industrial microbiology research and development investment in 2021 will be 175 million yuan, and it plans to further increase on this basis next year
.
It is worth mentioning that in the first week of the year (January 4 to 7), Huadong Medicine's stock price also rose
.
The stock price rose 7.
94% to 43.
39 yuan per share
.
.
On the whole, from January 4th to 7th, 128 listed companies that have obtained institutional research are still concentrated in the mechanical equipment, electronics and pharmaceutical and biological sectors.
Among them, there are 15 in the pharmaceutical and biological industries, and a total of 467 institutions have received research
.
Huadong Medicine has received intensive research from more than 280 institutions
.
On January 6, Huadong Medicine released a record form of investor relations activities.
The announcement showed that on January 5, more than 280 institutional and individual investors including Goldman Sachs Group, Gao Yi Assets, BlackRock and Sequoia Capital participated in the event with a total of 525 participants.
The online meeting of Huadong Medicine
.
Judging from the main content of investor relations activities, in the past two years, Huadong Medicine has successively invested in the establishment of Zhejiang Huida Biotechnology and Hubei Meiqi Health Technology, and acquired 100% equity of Anhui Huachang Hi-Tech after bankruptcy and reorganization, speeding up the industrialization process.
platform construction
.
Huadong Medicine stated that it has mastered the complete process technology for the production of nucleosides.
The essence of the acquisition of Huachang Hi-Tech’s equity is actually to acquire its existing stock fixed assets, seize market opportunities, and accelerate the pace of industrialization of nucleoside products
.
In the interactive exchanges with investors, the institution expressed concern about the company's industrial microbe product layout, CMO and CDMO business situation, the company's views on the future competition in the domestic industrial microbe field, and plans for industrial microbe R&D investment
.
The microbial industry is a national strategic emerging industry, and the National Medium- and Long-Term Science and Technology Development Plan (2006-2020) has listed biotechnology as the focus of the science and technology development strategy
.
In recent years, the research on industrial microbiology technology has been accelerated, and with the support of national policies, the entire microbiology industry has developed rapidly and presented an unprecedented broad development prospect
.
At present, the application fields of industrial microbial products have been very broad, involving agriculture, forestry, medicine and health care, manufacturing and other fields
.
In terms of the product layout of industrial microorganisms in various sub-fields, Huadong Medicine said that the company's industrial microorganism business can be divided into four categories: pharmaceutical raw materials and high-end intermediates, special functional chemicals, large health and medical beauty raw materials, biological materials and enzyme preparations.
large field
.
In terms of the corresponding landing platform, the business of pharmaceutical raw materials and high-end intermediates is mainly undertaken by the wholly-owned subsidiary Zhongmei Huadong and its holding subsidiaries Huda Biology and Joyoung Biology
.
The industrialization platform for special functional chemicals is Huachang Hi-Tech, which will focus on the industrialization of nucleoside series products, including basic nucleosides, deoxynucleosides, modified nucleosides, protective nucleosides, and triphosphated nucleosides.
.
The industrialization platform of the health care and medical beauty raw materials business is the joint venture company Meiqi Health, which can meet the research and development and production needs of the health care and medical beauty raw materials after it is completed and put into production in 2023
.
As far as the popularity of the industrial microorganism industry is concerned, the company said that in the future, it is inevitable that more domestic pharmaceutical companies will enter this field and participate in the competition in the domestic market
.
But at the same time, there are certain technical barriers and difficulties in industrialization in the field of industrial microorganisms
.
The company has been deeply engaged in the field of industrial microorganisms for more than 40 years, has a solid industrial foundation, and has built a key technology system for the research and development and production of microbial products
.
At the same time, there are corresponding guarantees in terms of microbial drug production capacity
.
Looking forward to the future, the company stated that it will continue to focus on the high value-added fields in the upstream of the industrial chain with a global perspective, horizontally expand the application scenarios of the company's existing microbial technology, vertically expand the development height and large-scale production capacity of industrial microbial technology, and open up a new blue ocean for the industrial microbial industry.
.
According to the company's industrial microbiology research and development investment plan, the company's industrial microbiology research and development investment in 2021 will be 175 million yuan, and it plans to further increase on this basis next year
.
It is worth mentioning that in the first week of the year (January 4 to 7), Huadong Medicine's stock price also rose
.
The stock price rose 7.
94% to 43.
39 yuan per share
.