ST诺泰涨2.32%,成交额2.03亿元,后市是否有机会?
Xin Lang Cai Jing·2025-10-24 07:47

Core Viewpoint - ST诺泰 has shown a positive market performance with a 2.32% increase in stock price, reaching a total market capitalization of 12.52 billion [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 process development and technical innovation [2] - ST诺泰's main business revenue composition includes 64.98% from active pharmaceutical ingredients and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist for diabetes and weight loss, named SPN0103-009 [2] Group 2: Product Approvals - The company’s Thymosin Alpha 1 injection is used for the treatment of chronic hepatitis B [3] - The company has also received approval for Oseltamivir Phosphate capsules, which are antiviral medications for treating and preventing influenza [3] Group 3: Financial Performance - For the period from January to September 2025, ST诺泰 achieved a revenue of 1.527 billion, representing a year-on-year growth of 21.95%, and a net profit attributable to shareholders of 445 million, with a year-on-year increase of 26.92% [8] - The company’s overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 4: Market Activity - The stock has seen a net inflow of 6.44 million in the latest trading session, with a total trading volume of 203 million and a turnover rate of 1.66% [1][5] - The average trading cost of the stock is 42.18, with the current price approaching a resistance level of 39.80, indicating potential for upward movement if this level is surpassed [7]