NKY(SZ:300109) Sou Hu Cai Jing·2025-09-07 18:48Core Viewpoint - The company is focusing on a dual-platform development strategy of "Fine Chemicals + Precision Medicine," with the fine chemicals segment as the foundation and precision medicine as a new growth engine, aiming for long-term growth support [2]. Group 1: Company Performance and Strategy - The company reported a stock price of 18.96 yuan, up 3.44% with a trading volume of 144,900 shares and a turnover of 271 million yuan as of September 5, 2025 [1]. - The precision medicine segment has not yet achieved profitability, but there is a clear trend of reduced losses, with future plans to focus on cell therapy and gene technology [2]. - The company is collaborating with its investee companies, such as Huada Bio and Yongtai Bio, to integrate technology and resources, accelerating the transformation of research results into profit [2]. Group 2: Product Development and Market Position - Yongtai Bio's EAL (activated lymphocytes) injection has received acceptance for conditional listing application by the National Medical Products Administration, currently in the normal approval process [2]. - The company’s PVP (Polyvinylpyrrolidone) annual production capacity is approximately 20,000 tons, with applications in new energy (15%), medicine (35%), food (10%), and other industrial and cosmetic fields (40%) [2]. - PVP prices have stabilized after a significant drop compared to previous years, and the company expects an increase in average prices as the product structure upgrades and the proportion of high-end products rises [2][3]. Group 3: Financial Insights - The company's operating costs increased by 11.41% year-on-year to 367.23 million yuan, primarily due to increased sales volume [2]. - On September 5, 2025, the net outflow of main funds was 12.51 million yuan, while retail investors saw a net inflow of 8.79 million yuan [3].