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网传“可复美未检测到重组胶原蛋白”,巨子生物:坚决否认,会尽快启动法律程序
Xin Lang Cai Jing· 2025-05-25 02:07
Core Viewpoint - The company firmly denies allegations regarding the absence of recombinant collagen in its products and plans to initiate legal action against the spreaders of false information [1][3]. Group 1: Company Response - The company issued a statement refuting claims of serious fraud and emphasized adherence to research ethics and industry responsibilities, ensuring compliance with relevant regulations [1]. - All products undergo a three-tier verification system, including raw material checks, production quality control, and finished product testing, to guarantee safety and reliability [1]. - The company has conducted multiple tests on its products, confirming that collagen content exceeds 0.1%, contradicting the alleged figure of 0.0177% [1][2]. Group 2: Third-Party Testing - To address consumer concerns, the company has engaged several authoritative third-party testing organizations to conduct further tests, with results to be published promptly [2]. - The testing methods referenced are based on the national pharmaceutical industry standard YY/T 1947-2025, as there are currently no industry or national standards for collagen content in cosmetics [2]. Group 3: Allegations and Legal Action - The company criticized the testing methods used in the allegations, stating they lack rigorous methodological validation and thus yield unreliable results [3]. - The company has gathered evidence against the malicious spread of false claims and will pursue legal action to protect its rights and the interests of consumers and investors [3]. - The company expressed its desire to focus on industry growth rather than engaging in a cycle of self-defense against organized smear campaigns [3].
又遭原料成分质疑,巨子生物回复:多批次检测结果胶原蛋白均大于0.1%
Core Viewpoint - A social media influencer raised concerns about potential fraud by Juzhi Biotechnology regarding their collagen product, claiming that the detected collagen content was significantly lower than what was stated on the product label [2][3]. Group 1: Detection and Analysis - The influencer utilized high-precision HPLC amino acid quantification methods to test the collagen product, revealing that the detected collagen content was only 0.0177%, which is below the expected threshold of 0.1% for non-trace ingredients [2][3]. - The influencer's analysis indicated that glycine, a key component of collagen, was not detected in the sample, contradicting established knowledge that glycine constitutes one-third of collagen's amino acid residues [3]. Group 2: Company Response - In response to the allegations, Juzhi Biotechnology's brand Kefu Mei stated that their own testing showed collagen content exceeding 0.1%, with results of 0.27%, 0.27%, and 0.28% from multiple samples taken on May 24 [4]. - The company criticized the influencer's testing methods as not being recognized by industry standards and claimed that the influencer did not request the original collagen material for testing [4]. Group 3: Regulatory Context - A consumer previously reported adverse effects after using a product from Juzhi Biotechnology, leading to a separate investigation regarding the presence of epidermal growth factor (EGF), which is prohibited in cosmetics [4][5]. - The Shaanxi Provincial Drug Administration conducted inspections and found no evidence of EGF in the products, concluding that the company did not engage in illegal practices regarding EGF [5].
国家网信办通报,多个账号被处置;被指疑似造假,巨子生物深夜回应丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-05-24 22:59
Group 1 - The National Internet Information Office is intensifying efforts to rectify online financial information chaos, closing accounts and websites that spread false information about the capital market and engage in illegal stock recommendations and cryptocurrency trading [1] Group 2 - Hong Kong's Chief Executive, John Lee, aims to leverage Hong Kong's geographical advantages and logistics infrastructure to establish it as a cross-border e-commerce logistics hub in the Greater Bay Area, focusing on digital transformation and data transaction facilitation [2] Group 3 - The China Securities Regulatory Commission has imposed fines exceeding 2 billion yuan on Tian Han and related companies for illegal stock transfers and false disclosures regarding "Aoyuan Meigu" [3] Group 4 - Trump has threatened tariffs on Samsung and other smartphone manufacturers, indicating that any phones made abroad and sold in the U.S. could face at least a 25% tariff, which may lead to industry restructuring and increased uncertainty for global manufacturers [7] Group 5 - Trump supports the acquisition of U.S. Steel by Japan's Nippon Steel, which is expected to create 70,000 jobs and generate $14 billion in economic benefits, indicating a significant shift in the U.S. steel industry [8] Group 6 - Dongfeng Motor and Huawei have signed a comprehensive strategic cooperation agreement to enhance collaboration in automotive intelligence and digitalization, aiming to strengthen China's position in the smart vehicle sector [9] Group 7 - Huawei's open-source HarmonyOS project has seen over 1,100 software and hardware products pass compatibility testing, reflecting Huawei's strong performance in the operating system sector [10][11] Group 8 - BYD has launched a promotional campaign for 22 models with discounts up to 53,000 yuan, aiming to accelerate the adoption of intelligent driving technology and market penetration [12]
拘留三人,朝鲜公布驱逐舰事故调查进展;国家网信办通报,多个账号被处置;被指疑似造假,巨子生物深夜回应;王楚钦/孙颖莎,世乒赛三连冠丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-05-24 22:50
Group 1 - The National Cyberspace Administration of China is intensifying efforts to rectify online financial information chaos, shutting down accounts and websites spreading false information about the capital market and engaging in illegal stock recommendations and cryptocurrency trading [2] Group 2 - Hong Kong Chief Executive John Lee aims to leverage Hong Kong's geographical advantages and logistics infrastructure to establish it as a cross-border e-commerce logistics hub in the Greater Bay Area, focusing on digital transformation and data flow arrangements [3] Group 3 - The China Securities Regulatory Commission has imposed fines exceeding 2 billion yuan on Tian Han and related companies for illegal stock transfers and false disclosures regarding "Aoyuan Meigu" [4] Group 4 - Trump has threatened tariffs on Samsung and other phone manufacturers, stating that any phones made abroad and sold in the U.S. should face at least a 25% tariff, which could lead to uncertainty in the global smartphone manufacturing industry [10] Group 5 - Dongfeng Motor Group and Huawei have signed a comprehensive strategic cooperation agreement to deepen collaboration in automotive intelligence and digitalization, aiming to enhance China's automotive industry's competitive edge [12] Group 6 - BYD has launched a promotional campaign offering discounts of up to 53,000 yuan on 22 models, aiming to accelerate the adoption of intelligent driving technology and market penetration [15]
自称“香港大学化学博士”的博主质疑巨子生物产品造假!公司深夜发长文回应:不实!将依法追究造谣者法律责任
Mei Ri Jing Ji Xin Wen· 2025-05-24 17:06
Core Viewpoint - The company, Giant Biological, has issued a strong statement denying allegations of product fraud related to its brand, Kefu Mei, specifically regarding the collagen content in its products. The company asserts that all products comply with regulatory standards and have undergone rigorous testing to ensure quality and safety [4][8]. Group 1: Company Response - Giant Biological firmly rejects accusations of serious fraud and insists that all product formulations are accurately labeled and compliant with relevant regulations [4][6]. - The company conducted multiple tests on its products, confirming that the collagen content exceeds 0.1%, contradicting claims of a mere 0.0177% [5][6]. - A detailed report of the testing results shows collagen content in various batches of the product, with values ranging from 0.27% to 0.28% [5]. Group 2: Allegations and Background - The controversy began when a social media account, "Big Mouth Doctor Yan Research Institute," published an article questioning the authenticity of Giant Biological's collagen products, claiming they lacked essential amino acids [9][10]. - The article's author, who claims to be a PhD from the University of Hong Kong, used high-precision HPLC methods to assert that the collagen content was significantly lower than advertised [10][14]. - The allegations have sparked widespread industry attention and concern regarding the integrity of the collagen market [9][10]. Group 3: Financial Performance - Giant Biological reported a revenue of 5.539 billion yuan for 2024, marking a year-on-year increase of 57.17%, with a net profit of 2.062 billion yuan, up 42.06% [25]. - The company's revenue is primarily driven by its professional skincare and health food segments, with its two main brands, Kefu Mei and Keli Jin, generating over 50 billion yuan, accounting for 97.2% of total revenue [25]. Group 4: Market Impact - Following the allegations, Giant Biological's stock price fell by 5.72%, with a market capitalization of 821.38 billion HKD as of May 23 [26].
有券商删研报?华熙生物炮轰券商背后:研报如何确保公信力?
Nan Fang Du Shi Bao· 2025-05-22 10:39
Core Viewpoint - Huaxi Biological criticized ten research reports from nine brokerages, claiming they misled the market by promoting a "hyaluronic acid obsolescence theory" in favor of recombinant collagen products [2][3][5] Group 1: Research Reports Criticism - Huaxi Biological specifically named four reports from brokerages including Huatai Securities and Anxin Securities, which emphasized the advantages of recombinant collagen over hyaluronic acid in terms of efficacy and safety [3][5] - The reports in question did not explicitly use the term "obsolete" but suggested that collagen had superior applications in certain scenarios [5] - Huaxi Biological's article indicated that the emergence of the "hyaluronic acid obsolescence" narrative was driven by "restless capital" seeking new investment themes [3][9] Group 2: Timeline and Context - The criticism of the research reports is rooted in a timeline starting from 2022, when the recombinant collagen concept gained traction in the capital market [7][10] - Huaxi Biological itself entered the recombinant collagen market in April 2022 by acquiring a 51% stake in Beijing Yierkang Biological Engineering for 233 million yuan [9] - The reports were published between 2022 and 2024, with the earliest being from August 2022 and the latest from February 2024 [8] Group 3: Regulatory and Compliance Issues - The article raised questions about the compliance and independence of the research reports, referencing the "Interim Regulations on the Release of Securities Research Reports" which mandates objectivity and fairness [10][11] - There were indications that some brokerages had deleted the criticized reports from the WIND platform, although they remained accessible on other platforms like Choice [5][11] - The production process of research reports involves ensuring data legality and undergoing compliance checks before publication, highlighting the importance of rigorous standards in the industry [11]
炮轰券商、剑指巨子生物,华熙生物“左右开弓”为哪般?
新浪财经· 2025-05-22 00:43
Core Viewpoint - The article discusses the conflict between Huaxi Biological and several securities firms regarding the comparison of hyaluronic acid and recombinant collagen protein, with Huaxi asserting that the notion of hyaluronic acid being outdated is a misleading narrative driven by "restless capital" [2][11]. Summary by Sections Company Background - Huaxi Biological, once a darling of the capital market, saw its stock peak at 313.1 yuan and market capitalization exceed 150 billion yuan, but has since experienced a significant decline, with its stock price dropping to 52.61 yuan and market cap to 25.3 billion yuan as of May 21 [3][12]. Market Dynamics - The rise of recombinant collagen protein companies like Juzhi Biological and Jinbo Biological has shifted capital focus, with these companies achieving record highs in stock prices [4][14]. - Huaxi Biological's performance has been declining, particularly in its functional skincare segment, while the recombinant collagen protein sector is experiencing rapid growth [4][20]. Securities Firms' Reports - Huaxi Biological criticized reports from nine securities firms that favor recombinant collagen over hyaluronic acid, claiming these reports mislead the market [6][9]. - Specific reports from Huatai Securities, Guojin Securities, and others highlighted the advantages of recombinant collagen, such as its biological features and safety, which Huaxi disputes [7][8]. Industry Trends - The market for recombinant collagen products in China is projected to grow at a compound annual growth rate of 44.93%, reaching 58.57 billion yuan by 2025 [12]. - Huaxi Biological's sales of hyaluronic acid accounted for 44% of the global market in 2021, but its revenue has been declining due to challenges in its functional skincare business [12][17]. Financial Performance - Huaxi Biological's revenue and net profit have been declining, with 2023 revenue at 6.08 billion yuan and a net profit of 593 million yuan, reflecting a year-on-year decrease of 4.45% and 38.97%, respectively [17][18]. - The company's functional skincare revenue peaked in 2022 but has since dropped, leading to overall performance issues [17][19]. Strategic Response - In response to declining performance, Huaxi Biological is restructuring its management and focusing on core competencies, including a shift in branding and operational strategies [19][20]. - The company has also made acquisitions to enter the collagen market, although its recent acquisition has not yet proven profitable [20]. Competitive Landscape - The article notes that both hyaluronic acid and recombinant collagen have their respective advantages, with hyaluronic acid still holding a competitive edge in certain applications despite market challenges [21].
炮轰券商、剑指巨子生物,华熙生物“左右开弓”为哪般?
第一财经· 2025-05-21 16:10
Core Viewpoint - The article discusses the conflict between Huaxi Biological and several brokerage firms regarding the comparison of hyaluronic acid and recombinant collagen protein, with Huaxi asserting that the notion of hyaluronic acid being outdated is a misleading narrative driven by "restless capital" [1][9]. Group 1: Company Performance - Huaxi Biological's stock price peaked at 313.1 yuan with a market value exceeding 150 billion yuan, but as of May 21, it has plummeted to 52.61 yuan, with a market value of only 25.3 billion yuan, representing a loss of over 120 billion yuan in market capitalization [2][10]. - The company's revenue for 2023 and 2024 was 6.076 billion yuan and 5.371 billion yuan, respectively, showing a year-on-year decline of 4.45% and 11.61% [14]. - The net profit attributable to shareholders for the same years was 593 million yuan and 174 million yuan, reflecting a significant decline of 38.97% and 70.59% [14]. Group 2: Market Dynamics - The market is witnessing a shift in focus from hyaluronic acid to recombinant collagen protein, with companies like Juzhi Biological and Jinbo Biological experiencing significant stock price increases and strong revenue growth [12][17]. - The recombinant collagen protein market in China is projected to grow at a compound annual growth rate of 44.93%, reaching 58.57 billion yuan by 2025 [9]. Group 3: Industry Comparison - Huaxi Biological argues that the claims made by brokerage reports regarding the superiority of recombinant collagen protein over hyaluronic acid are misleading and lack scientific backing [5][18]. - Both hyaluronic acid and recombinant collagen protein have their respective advantages in different applications, with hyaluronic acid still holding competitive strength due to its established market presence [18]. Group 4: Company Strategy - In response to declining performance, Huaxi Biological is restructuring its management and focusing on core competencies, including a renewed emphasis on its strengths in hyaluronic acid [16]. - The company has also made strategic acquisitions, such as a 51% stake in Beijing Yierkang Biological Engineering, to enter the animal-derived collagen protein market, although this subsidiary reported losses in 2024 [17].
华熙生物回应称反对不良竞争,有分析师否认为巨子生物站台
Nan Fang Du Shi Bao· 2025-05-21 14:51
Core Viewpoint - Huaxi Biological (688363.SZ) criticizes certain brokerage reports for misleading the market regarding the hyaluronic acid (HA) industry, claiming that these reports promote the idea that HA is outdated and misrepresent its value compared to recombinant collagen [1][2][5] Group 1: Criticism of Brokerage Reports - Huaxi Biological specifically names brokerages such as Western Securities, Anxin Securities, and Xinda Securities, accusing them of publishing misleading conclusions that favor recombinant collagen over hyaluronic acid [1][2][4] - The company argues that these reports distort scientific facts and mislead consumers, damaging the trust in the Chinese biotechnology and medical aesthetics industry [1][6] - Huaxi Biological emphasizes the importance of maintaining a fair competitive environment and the integrity of scientific information in the industry [1][6] Group 2: Market Dynamics and Competition - The criticism from Huaxi Biological is seen as a response to the rising competition from Juzhi Biological (02367.HK), which focuses on recombinant collagen and has been gaining market traction [1][8][12] - Huaxi Biological's performance has been declining, with projected revenues and net profits for 2024 showing significant decreases compared to previous years, while Juzhi Biological has experienced substantial growth [10][12] - The company highlights that the narrative of HA being outdated is a construct of "restless capital" aiming to shift focus to new market trends, which undermines the established value of HA [13][14] Group 3: Industry Support and Response - Following Huaxi Biological's statements, two industry associations, the China Fragrance and Cosmetic Industry Association and the China Aesthetic Medicine Association, issued a joint initiative advocating for scientific integrity and ethical marketing practices [7] - Huaxi Biological reports that many institutions have retracted erroneous reports and some have issued apologies, indicating a recognition of the misleading nature of the previous analyses [6][12] - The company maintains ongoing communication with brokerage firms regarding the accuracy of research reports and their implications for the industry [6][12]
炮轰券商、剑指巨子生物,华熙生物“左右开弓”为哪般?
Di Yi Cai Jing· 2025-05-21 14:11
Core Viewpoint - The article discusses the conflict between Huaxi Biological and several brokerage firms regarding the comparison of hyaluronic acid and recombinant collagen protein, with Huaxi asserting that the notion of hyaluronic acid being outdated is misleading and driven by "restless capital" [1][7]. Company Overview - Huaxi Biological specializes in hyaluronic acid-related products and has faced significant stock price and market capitalization declines since reaching a peak in July 2021, with its stock price dropping from 313.1 yuan to 52.61 yuan as of May 21, 2023, resulting in a market cap reduction from over 1500 billion yuan to 253 billion yuan [2][8]. - The company has reported continuous revenue declines, with revenues of 60.76 billion yuan and 53.71 billion yuan for 2023 and 2024, respectively, representing year-on-year decreases of 4.45% and 11.61% [10]. Industry Dynamics - The market has seen a shift in focus towards recombinant collagen protein, with companies like Juzhi Biological and Jinbo Biological experiencing significant stock price increases and revenue growth, contrasting with Huaxi's struggles [2][13]. - The recombinant collagen protein market in China is projected to grow at a compound annual growth rate of 44.93%, reaching 585.7 billion yuan by 2025 [7]. Performance Comparison - Juzhi Biological's revenues for 2022, 2023, and 2024 were 23.75 billion yuan, 35.26 billion yuan, and 55.39 billion yuan, respectively, with year-on-year growth rates around 50% [13]. - Jinbo Biological's revenues during the same period were 3.9 billion yuan, 7.8 billion yuan, and 14.43 billion yuan, with growth rates of 67.15%, 99.97%, and 84.92% [13]. Regulatory and Market Response - Huaxi Biological has reported the brokerage firms to the China Securities Regulatory Commission for allegedly misleading reports that could distort market perceptions [1][3]. - The company has emphasized the need for a healthy industry ecosystem and has engaged with industry associations to advocate for a return to scientific principles in the market [5][7].