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We Think Yili Chuanning BiotechnologyLtd (SZSE:301301) Can Manage Its Debt With Ease
Chuanning Bio (301301.SZ): As of September, the PHA project has completed pilot and mid-scale process validation.
Gelonghui October 23rd | Chuaning Biology (301301.SZ) stated at the investor relations event that as of September, the PHA project has completed small-scale and mid-scale process validation. The fermentation level has reached expectations, even exceeded them; the product cost is expected to reach a lower level within the same industry after full-scale production, and the company is also considering planning in Kazakhstan, where agricultural product costs are lower, to reduce production costs and further open up the international market.
Chuan Ning Biology (301301.SZ): This year, the average purchase price of corn has decreased by about 700 yuan/ton compared to last year, with an estimated impact on the gross margin of each product of over 5%.
Gelonghui October 23rd | Chuan Ning Biotechnology (301301.SZ) stated at an investor relations event that due to the breakdown of the cost structure of antibiotics, which involves the company's trade secrets, it would compromise the company's competitive advantage. Therefore, it is inconvenient to disclose, hoping for understanding. Currently, the price of coal used by the company is on a downward trend, with the overall price currently at a low level. The average price of coal in 2024 is expected to decrease compared to 2023. The average price of corn purchased by the company this year has decreased by about 700 yuan per ton compared to last year; it is estimated to have an impact of over 5% on the gross margin of each product.
ChuanNing Biology (301301.SZ): plans to invest in building a factory in Kazakhstan in the future.
On October 23, Guolonghui reported that Chuan Ning Bioscience (301301.SZ) stated at an investor relations event that the company actively responds to the country's belt and road initiative concept, planning to invest in building factories in Kazakhstan in the future. The products currently under consideration mainly focus on high value-added products that can make extensive use of agricultural products, including degradable materials (PHA) and small varieties of vitamins and amino acids. The estimated investment amount is still in the preliminary stage. From the current investigation, Kazakhstan has significant advantages in agricultural products and energy costs compared to domestic ones. The company is confident in turning this advantage into a cost advantage for its products.
Chuan Ning Bioscience (301301.SZ): The company will consider the ability to bear downstream demand for 6-APA and maintain full production.
格隆汇October 23rd丨Chuanning Biology (301301.SZ) stated at the investor relations event that overall, the company's third-quarter prices remained stable compared to the second quarter. In terms of products: Thiocyanate erythromycin currently has a balanced market supply and demand, a stable competitive landscape, and no new production capacity, so Thiocyanate erythromycin will maintain its current price range in the near future. The price of the company's penicillin intermediate products is at a high level, with slight fluctuations but overall stability. The company will consider the downstream demand of 6-APA and maintain full production. With the arrival of the peak season in the fourth quarter, subsequent antibiotics
Chuan Ning Biology (301301.SZ): Since the establishment of the research institute, nearly ten varieties of synthetic biology have been delivered cumulatively.
On October 23, Chuan Ning Biology (301301.SZ) stated at an investor relations event that since the establishment of the research institute, it has delivered nearly ten varieties of synthetic biology products, including: red meroterpene alcohol, 5-hydroxytryptophan, colchicine, myo-inositol, squalane, squalene, icodextrin, and plant sphingolipids. The industrialization progress of each product is as follows: red meroterpene alcohol, 5-hydroxytryptophan, colchicine, and myo-inositol have entered the production stage; squalane, squalene, and icodextrin have completed pilot production, plant sphingolipids pilot production has been completed, and has entered the pilot production stage. Synthetic biology production.
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