Group 1 - The stock of Beihai Kangcheng-B (01228) has surged over 9%, with a remarkable year-to-date increase of 16 times, currently trading at 2.4 HKD with a transaction volume of 16.13 million HKD [1] - In the first half of the year, Beihai Kangcheng reported revenues of 22.248 million HKD, a decrease of 50.33% year-on-year, while achieving a profit of 59.238 million HKD, compared to a loss of 247 million HKD in the same period last year [1] - The revenue decline is attributed to the company's strategic focus on rare diseases since 2021, with the termination of the distribution agreement for the product He Li An in Taiwan by the end of 2024, leading to a revenue drop of 1.7 million HKD or 6.9% excluding sales in Taiwan [1] Group 2 - In August, Beihai Kangcheng announced a share subscription agreement with Baiyang Pharmaceutical, where Baiyang will invest 100 million HKD to acquire shares in Beihai Kangcheng [2] - The agreement includes a commercial service contract that grants Baiyang's subsidiary promotional rights for specific Beihai Kangcheng products in mainland China, Hong Kong, and Macau [2] - Beihai Kangcheng's three rare disease products were included in the preliminary list of innovative drugs for commercial insurance published by the National Healthcare Security Administration on August 12, including the recently approved long-term enzyme replacement product for Gaucher disease [2]
港股异动 | 北海康成-B(01228)涨超9% 年内累计涨幅高达16倍 公司上半年实现扭亏为盈