Core Viewpoint - SenSong International (02155) has seen a significant stock price increase of over 9%, attributed to strong order growth in the pharmaceutical sector and overall business performance in the first half of the year [1] Group 1: Financial Performance - In the first half of the year, SenSong International secured new orders amounting to 5.996 billion yuan, representing a year-on-year increase of 89.5% [1] - The new orders in the pharmaceutical sector reached 4.372 billion yuan, showing a remarkable year-on-year growth of 642% [1] - As of the first half of the year, the company's backlog of orders stood at 10.566 billion yuan, which is a 20.4% increase year-on-year, marking a historical high [1] Group 2: Market Outlook - Huatai Securities attributes the strong performance to a robust recovery in overseas pharmaceutical CAPEX demand, which the company effectively capitalized on [1] - The firm anticipates a slight increase in the company's net profit attributable to shareholders in 2025, with expectations of significant growth in new orders [1] - There is optimism for the company to resume double-digit year-on-year growth in net profit attributable to shareholders starting in 2026, driven by reduced impairment losses and increased new orders [1] Group 3: Regulatory Environment - On September 25, former U.S. President Trump announced new high tariffs on various imported products, effective October 1, which includes a 100% tariff on all imported brand or patented pharmaceuticals unless companies have commenced construction of manufacturing plants in the U.S. [1] - SenSong International is positioned as a leading one-stop comprehensive solution provider with extensive experience in high-end equipment, process modules, and modular factory projects, offering advantages in quality, delivery, and pricing [1]
港股异动 | 森松国际(02155)涨超9%上半年新签订单超预期 公司将受益海外医药动能释放