No Data
No Data
Yili Chuanning Biotechnology Co.,Ltd.'s (SZSE:301301) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?
Chuanning Biotech (301301.SZ): stable demand for sulfocyanate erythromycin, and has always been in a state of full production and sales.
Chuanning Biological (301301.SZ) recently stated during a visit with institutional investors that currently cephalosporin intermediates prices are gradually recovering, the market is under tight supply and cephalosporin demand is significantly increasing. It is expected that the price of cephalosporin intermediates will continue to rise in the future, and the company can also adjust production of other cephalosporin intermediates such as 7-ADCA according to market demand. The price of the company's penicillin intermediate products will continue the current good trend, and prices will be relatively stable. It is difficult for India to achieve the domestic market price due to production conditions, and it is expected that the price of penicillin intermediates will maintain this year's trend.
Chuanning Biological (301301.SZ): The company's large-tonnage products include mainly amino acid and vitamin products.
Recently, ChuanNing Biotech (301301.SZ) stated during a reception for institutional investors that the company's layout of large-tonnage products mainly includes amino acids, vitamins, proteins, degradable materials, etc. Looking at the development of synthetic biology at home and abroad, the construction and transformation of strains is the core of synthetic biology, while product production is the cornerstone of synthetic biology. A synthetic biology enterprise with real development potential not only needs the core technology of strain construction and transformation but also should have the ability to industrialize production. Therefore, research and development - product selection - large-scale production is the core logic of the development of synthetic biology enterprises.
Chuanning Biotech (301301.SZ): This year's sales target of Hongmeiyou alcohol is around 50 tons.
Chuanning Biology (301301.SZ) recently stated during an investor research day that the company plans to have an annual production capacity of 300 tons of red myrrh alcohol, which has already achieved large-scale production. The company uses synthetic biology technology to produce red myrrh alcohol, which has the quality of natural extraction, good product quality and pricing lower than that of naturally extracted red myrrh alcohol, giving it an absolute cost competitive advantage. Currently, red myrrh alcohol has formed sales and contributed some revenue, with expected growth in sales volume in the second half of the year. The sales target for red myrrh alcohol this year is around 50 tons, with specific sales to be determined based on market conditions.
Chuanning Biology (301301.SZ): Cooperating with Peking Microstructure Factory to produce PHA through technological transformation, with an expected production capacity of 1000-2000 tons.
Chuan Ning Biology (301301.SZ) recently stated during an institutional investor meeting that it is cooperating with Peking Micro Works to produce PHA through technical renovations, with an expected production capacity of 1,000-2,000 tons. The PHA project track is relatively complex, and the material properties of PHA products are better than other degradable materials. The key issue for widespread acceptance is cost. In addition, the company will determine the market advantages of PHA products and its cost advantage based on the market response after PHA production and market release, and will work with Micro Works to utilize the existing Chuan Ning Biology.
Is Yili Chuanning BiotechnologyLtd (SZSE:301301) Using Too Much Debt?
No Data