半年报预增板块大涨，我武生物上涨超10%

Core Viewpoint - The strong performance of Iwu Biological's stock is driven by its impressive half-year report and a robust growth strategy in the allergy treatment sector [1][2] Financial Performance - Iwu Biological reported a revenue increase to 484 million yuan, with a net profit of 177 million yuan, and a non-recurring net profit growth rate of 21.97%, indicating double-digit profit growth [1] - The company's gross margin rose to 95.37%, and operating cash flow surged by 96.08% year-on-year, reflecting significant improvement in profitability [1] Product Development - The company is advancing seven research projects, including the upgraded "House Dust Mite Membrane Agent" which entered Phase I clinical trials in March 2025, and the "Dermatitis Diagnostic Patch 02" which received clinical trial approval in May [2] - Iwu Biological holds 20 domestic and international invention patents and invested 61.68 million yuan in R&D, accounting for 12.74% of its revenue, with a research team of over 260 members [2] Market Strategy - The company employs a "scholarly team promotion + commercial distribution" model to enhance awareness of sublingual desensitization therapy among doctors and patients [2] - Iwu Biological has strategically positioned itself in cutting-edge fields such as stem cell therapy and antibiotic resistance, ensuring long-term growth potential [2] Industry Context - The increase in allergy disease prevalence and the rising penetration of desensitization treatments provide a favorable backdrop for Iwu Biological, which is the only company in China with two sublingual desensitization formulations [2]