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Debon Securities: The scale of borosilicate pharmaceutical glass is continuously expanding. Pay attention to the improvement in profitability within the industry as costs decline.
National centralized procurement promotes the adoption of pharmaceuticals with medium borosilicate packaging, expanding the market size of medium borosilicate pharmaceutical glass.
Shandong pharmaceutical glass (600529.SH): the company's production line is primarily running at full capacity.
On November 27, Glonghui reported that shandong pharmaceutical glass (600529.SH) stated on the investor interaction platform that its production lines are operating at near full capacity; the existing production capacity of pre-filled products can meet market demand, and the delay of the project to expand the annual production capacity of 0.56 billion pre-filled syringes does not have a substantial impact on the company’s production and performance.
Shandong Pharmaceutical Glass (600529.SH): The fundraising project "Annual production of 0.56 billion pre-filled syringe expansion and transformation project" has been postponed to December 31, 2025.
On November 25, Gelonghui reported that shandong pharmaceutical glass (600529.SH) announced that the company's 15th meeting of the 10th board of directors and the 13th meeting of the 10th board of supervisors were held on November 25, 2024, reviewing and passing the proposal to postpone the "Annual production of 0.56 billion pre-filled syringe expansion and transformation project". It was agreed that under the premise of no changes to the subject, method, purpose, and scale of the fundraising investment project, the completion time of the fundraising project "Annual production of 0.56 billion pre-filled syringe expansion and transformation project" will be changed to December 31, 2024.
Both Individual Investors Who Control a Good Portion of Shandong Pharmaceutical Glass Co.Ltd (SHSE:600529) Along With Institutions Must Be Dismayed After Last Week's 4.0% Decrease
shandong pharmaceutical glass (600529.SH): The landing of the tenth batch of centralized procurement is expected to bring bullish to the company's boron silicon products.
Gelonghui November 7th, Shandong Pharmaceutical Glass (600529.SH) stated on the investor interaction platform that the landing of the tenth batch of centralized procurement is expected to bring bullish effects to the company's borosilicate products, but it is not easy to determine the specific impact. Here, a reminder is given that "the stock market is risky and investment needs to be cautious".
Shandong pharmaceutical glass: October sales performance better than Q3 average level, current overall costs remain relatively stable | Direct hit earnings conference
①Regarding the situation in Q4, Zhang Jun, the General Manager of shandong pharmaceutical glass, stated that the declining business in Q3 has shown some improvement. According to the current situation, it is expected that Q4 will be better than Q3; ②In terms of costs, while the price of the main raw material caustic soda has decreased, energy prices have risen, resulting in overall costs remaining stable.
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