睿智医药搭热点股价两天涨44% 卸下16亿商誉包袱首季扭亏

Core Viewpoint - The stock price of Ruizhi Pharmaceutical (300149.SZ) surged significantly before the Dragon Boat Festival, drawing attention from the capital market due to a combination of favorable news and improved financial performance [1][2][3]. Company Summary - Ruizhi Pharmaceutical's stock experienced a consecutive two-day "20cm" limit up on May 29 and 30, resulting in a cumulative increase of 44% [2]. - The company has seen a turnaround in its financial performance, achieving a net profit for the first quarter of 2025 after two years of substantial losses, with a reported net profit of 6.64 million yuan, a significant recovery compared to previous losses [3][8]. - The company has eliminated its goodwill burden, which had previously impacted profitability, and reported a revenue of 261 million yuan for Q1 2025, reflecting an 11.4% year-on-year increase [8]. - Ruizhi Pharmaceutical specializes in the CXO (Contract Research Organization) sector, providing comprehensive services from drug discovery to commercial production for global biopharmaceutical clients [4]. Industry Summary - The Chinese pharmaceutical industry is experiencing a "approval wave" for new drugs, which has acted as a catalyst for the current market rally [3]. - The global biopharmaceutical investment and financing environment is showing signs of recovery, with a projected increase from 71 billion USD in 2023 to 102 billion USD in 2024, marking a 43.7% year-on-year growth [8]. - The recent approval of 11 new drugs by the National Medical Products Administration of China has broadened the scope of innovative drug development, covering various therapeutic areas including oncology and autoimmune diseases [4].