NEPG(SZ:000597) Zheng Quan Ri Bao Wang·2025-06-16 11:47Core Viewpoint - The recent shareholding increase by Jiangxi Fangda Steel Group, a concerted action party of the controlling shareholder Fangda Group, in Northeast Pharmaceutical Group signifies a strong confidence in the company's intrinsic value and future prospects, marking a new chapter of high-quality development for the company [1][2][9] Group 1: Shareholding Increase - Fangda Steel has completed its shareholding increase plan, raising its stake in Northeast Pharmaceutical to nearly 56%, indicating a significant commitment beyond mere financial investment [1][2] - This action reflects a belief that the current market valuation does not accurately represent the company's true value and future potential, presenting an attractive opportunity for further investment [2][9] Group 2: Protection of Minority Investors - The controlling shareholder's investment serves as a protective measure for minority investors, reinforcing market expectations and demonstrating a commitment to long-term development [3][9] - The increase in shareholding does not alter the company's control structure, aiming to enhance investor confidence and promote sustainable growth [3] Group 3: Internal Growth Drivers - Northeast Pharmaceutical is focusing on "R&D innovation" and "international expansion" as dual engines for growth, transitioning from traditional to modern development models [4][5] - The recent achievement of obtaining the European Pharmacopoeia Certificate (CEP) for its active pharmaceutical ingredient signifies a major milestone, allowing the company to access high-value European markets [4] Group 4: Strategic Investments - The company has significantly increased its investment in R&D in the first quarter of 2025, reflecting a long-term vision amidst a cost-cutting trend in the pharmaceutical industry [5] - This strategic focus on R&D is expected to yield new products and establish competitive advantages, supporting the company's long-term value growth [5] Group 5: External Expansion - Northeast Pharmaceutical is also pursuing external growth through strategic acquisitions, such as the recent purchase of Beijing Dingcheng Peptide Source Biopharmaceutical Company, which enhances its product offerings and market reach [6][8] - The acquisition aims to create synergies in product lines and R&D capabilities, thereby increasing overall market penetration and brand influence [7][8] Group 6: Future Outlook - The combination of internal growth, strategic acquisitions, and strong support from the controlling shareholder positions Northeast Pharmaceutical for a significant value return and operational success [9] - The current developments suggest a pivotal moment for the company, indicating a successful transformation and potential for renewed market recognition [9]