战略布局多肽产业链 四川双马迈出进军生物医药第一步

Core Viewpoint - Sichuan Shuangma has made a significant move in the peptide industry by acquiring 92.1745% of Shenzhen Jianyuan Pharmaceutical Technology Co., Ltd. for 1.596 billion yuan, establishing a new dual business model of "biopharmaceuticals + private equity fund management" for future growth [1][10]. Group 1: Strategic Adjustment - Since 2017, Sichuan Shuangma has transitioned its business focus from construction materials to a combination of construction materials and private equity fund management, achieving nearly 1 billion yuan in profit [2]. - The aim of the private equity fund management business is to strategically position the company for future industry shifts and enhance shareholder returns [2]. Group 2: Peptide Industry Overview - Peptides are compounds formed by amino acids linked by peptide bonds, with those containing fewer than 100 amino acids classified as peptides and those with more classified as proteins [3]. - Compared to small molecule drugs, peptide drugs offer higher biological activity and specificity, while also having lower immunogenicity, higher purity, and lower production costs [3]. Group 3: Market Potential - The global GLP-1 drug market has grown from $9.3 billion in 2018 to$38.9 billion in 2023, with a compound annual growth rate (CAGR) of 33.2%, and is projected to reach $98.8 billion by 2028 with a CAGR of 20.5$60.7 billion in 2018 to $89.5 billion in 2023, and further to$189 billion by 2028, with a CAGR of 16.1% [11]. Group 4: Shenzhen Jianyuan Overview - Shenzhen Jianyuan, established in 2009, specializes in the R&D, production, and sales of peptide products, employing over 570 staff with a management team experienced in the peptide industry [6]. - The company has a total production capacity exceeding 4 tons, with the ability to synthesize 100 kg in a single batch and 2 tons annually for GLP-1 raw materials [7]. Group 5: Competitive Advantages - Shenzhen Jianyuan has established a strong technical foundation in peptide drug R&D and production, with many products already commercialized [9]. - The company has a competitive edge in stable quality, cost advantages, and extensive international customer collaboration experience [14]. Group 6: Future Strategy - Following the acquisition by Sichuan Shuangma, Shenzhen Jianyuan plans to leverage the new shareholder's experience in industry integration and investment to enhance its strategic direction and market share [16]. - The company aims to increase production capacity in response to market demand and expand its global market presence, targeting to become a leading supplier of peptide raw materials [16].