ST诺泰涨0.67%，成交额1.44亿元，近5日主力净流入-2.46亿

Core Viewpoint - ST诺泰 is experiencing a positive market response with a recent stock price increase and significant trading volume, indicating investor interest in the company's growth potential in the pharmaceutical sector [1]. Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of high-tech process development and large-scale production capabilities [2]. - ST诺泰 has developed a new GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2]. - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3]. - The approval of Oseltamivir Phosphate capsules for treating and preventing influenza in adults and children has been granted, with a validity period until May 30, 2027 [3]. Group 2: Financial Performance - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. - For the first half of 2025, ST诺泰 achieved a revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% year-on-year [8]. Group 3: Market Activity - The stock has seen a net outflow of 18.88 million yuan today, with a continuous reduction in main funds over the past three days [5][6]. - The average trading cost of the stock is 42.64 yuan, with recent rapid selling of shares, suggesting a potential strategy for investors to consider reallocating their holdings [7].