Shanghai OPM Biosciences (SH:688293) Xin Lang Zheng Quan·2025-11-13 03:02Core Viewpoint - The discussion at the Shanghai Stock Exchange International Investors Conference highlighted the potential for Chinese companies to become world-class pharmaceutical enterprises, emphasizing the importance of core business focus, mergers and acquisitions, and capital-driven synergy [1][3]. Group 1: Business Strategy - The chairman of Aopumai, Xiao Zhihua, stated that maintaining a strong position in core areas is essential for building competitive barriers in the biopharmaceutical industry [3]. - Aopumai's culture media business is identified as a core raw material in the biopharmaceutical supply chain, with a long product lifecycle post-launch [3]. Group 2: Mergers and Acquisitions - Xiao emphasized that mergers and acquisitions are crucial for Chinese companies aiming for internationalization, citing Aopumai's collaboration with Hengli Bio as an example of effective synergy in product and service chains [3]. - Aopumai has initiated the establishment of a biomanufacturing fund with a scale of 1 billion yuan, contributing 300 million yuan of its own funds to support the formation of an industrial ecosystem [3]. Group 3: Internationalization and Market Competitiveness - The company believes that true core competitiveness can only be demonstrated through competition in overseas markets, with Aopumai experiencing rapid growth in overseas revenue [3]. - Xiao stressed the need for Chinese enterprises to not only tell compelling stories but also gain recognition from capital markets, advocating for a unique path focused on quality and innovation [3].