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3天涨超3倍!这只生物医药股,刚上市又迎利好
Zheng Quan Shi Bao·2025-08-13 12:37

Group 1 - Zhonghui Biotech has become the most notable new stock in the Hong Kong market since its listing, with a first-day closing increase of 157.98%, the highest since 2025 [3] - The stock continued to perform strongly in the following days, with increases of 31.31% and 19.45% on August 12 and 13, respectively, reaching a price of 52.20 HKD per share, over three times its initial offering price of 12.90 HKD [3] - The total market capitalization of Zhonghui Biotech has exceeded 20 billion HKD within three days of its listing [3] Group 2 - The biopharmaceutical sector is one of the best-performing segments in the Hong Kong market this year, with the Wind Hong Kong Pharmaceutical and Biotech Index rising by 4.62% on August 13 and over 100% year-to-date [5] - Zhonghui Biotech, established in 2015, focuses on the research, development, manufacturing, and commercialization of innovative vaccines, with two core products: a quadrivalent influenza subunit vaccine and a rabies vaccine under development [8] - The quadrivalent influenza subunit vaccine, approved by the National Medical Products Administration (NMPA) in May 2023, is the first and only one of its kind approved in China and is expected to generate revenues of 52.2 million RMB in 2023 and 260 million RMB in 2024 [8][9] Group 3 - On August 13, Zhonghui Biotech announced that its quadrivalent influenza subunit vaccine was included in the preliminary review list of the National Commercial Health Insurance Innovative Drug Directory, which could help address pricing issues [10][12] - The company is also developing a quadrivalent influenza subunit vaccine for children aged 6 to 35 months, with clinical trials completed and an NDA submitted, expected to be approved in Q3 2025 [13] Group 4 - The Hong Kong market has seen a significant rise in biopharmaceutical companies, with 49 companies experiencing over 100% stock price increases since 2025, indicating a bullish trend in innovative drugs [15] - Chinese pharmaceutical companies have transitioned from imitation to innovation, with a notable increase in first-in-class (FIC) drugs from 9 in 2015 to 120 in 2024, reflecting a significant shift in the industry [17] - The domestic market for innovative drugs has seen substantial growth, with over 57.5 billion RMB in license-out transactions in 2025 alone, indicating a robust pipeline for future developments [19]