The growth of the diagnosis Sector does not hide the performance decline of Beijing Wantai Biological Pharmacy Enterprise; the Net income in 2024 may hit a new low since its listing. | Interpretations
① Beijing Wantai Biological Pharmacy Enterprise issued a performance reduction announcement, expecting that the net income attributable to the parent company in 2024 will decrease by more than 90% year-on-year; ② The main reason is the significant decline in income and profits from the vaccine Sector, leading to a net loss; ③ In Q4, the company incurred losses again, but the loss amount narrowed compared to the same period in 2023.
High R&D investment and a decline in the terminal hospitalization price of products have resulted in Beijing Hotgen Biotech Co., Ltd turning from profit to loss in 2024, with Q4 net profit decreasing almost fivefold year-on-year.
① Regarding the main reasons for the decline in performance, Beijing Hotgen Biotech Co.,Ltd attributes it to high R&D investment, intensified competition in the Industry, and increased R&D investment from joint ventures. ② As medical centralized procurement continues to advance, competition within the Industry intensifies, leading to further declines in the terminal hospitalization prices of products, and Beijing Hotgen Biotech Co.,Ltd's single machine revenue and output rate have shown varying degrees of decline.
Qingdao Haier Biomedical Co., Ltd.'s merger plan for "Blood King" has failed.
A specific plan recognized by all relevant parties could not be formed.
Due to a lack of consensus among all parties, Qingdao Haier Biomedical Co., Ltd. has pressed the termination button on the merger with Shanghai RAAS Blood Products | Read the announcement quickly.
① The reason for terminating the reorganization is that the main shareholders of the trading parties and the merging parties failed to formulate a specific plan recognized by all relevant parties; ② Shanghai RAAS Blood Products and Qingdao Haier Biomedical Co., Ltd. will resume trading on January 7 and announce a share buyback simultaneously; ③ According to informed sources, the goal of Haier Group to expand its health sector will not change.
Overseas revenue plummets, dragging down performance; the fundraising projects of Ota Biotechnology are delayed.
① Due to the impact of international situations, economic policies, and fluctuations in the overall market, the fundraising projects of Aotai Biological aimed at expanding overseas markets will be delayed. ② Overseas revenue has always been the most core source of income for Aotai Biological, with the overall income proportion once reaching 99.83%, and the sharp decline in overseas revenue has also led to a significant drop in Aotai Biological's overall income.
After investing 1.5 billion over three years to build a Global research and development headquarters, can Zhejiang Orient Gene Biotech win this "turnaround battle"?
① Zhejiang Orient Gene Biotech spent 0.29 billion yuan to acquire land in Zhangjiang, planning to build a global digital research and development innovation headquarters project with a total investment of 1.5 billion yuan, expected to achieve annual sales revenue of 1.5 billion yuan upon reaching production capacity. ② After the demand for nucleic acid testing declined, Zhejiang Orient Gene Biotech encountered a performance "slump", remaining in a net loss of over 260 million yuan until the first three quarters of 2024.