Sinocare(SZ:300298) Jing Ji Guan Cha Wang·2026-02-24 06:35Group 1 - The FDA issued an early warning regarding a security vulnerability in the TRUE METRIX blood glucose meters from Trividia Health, a subsidiary of Sanofi, indicating 114 cases of serious injuries and 1 death reported [1] - The company has initiated corrective actions for product labeling and usage instructions, outlining a risk response plan [1] - This incident may have a short-term negative impact on the brand reputation and overseas business [1] Group 2 - As of February 24, 2026, Sanofi's stock price closed at 18.01 yuan, with a daily increase of 0.45% and a trading volume of 55.67 million yuan [2] - Over the past 5 days, the stock price has decreased by 1.10%, underperforming the market, with a net outflow of 6.05 million yuan in major funds, reflecting cautious market sentiment [2] - The company's share repurchase plan has been completed, with a total of 15.76 million shares repurchased, accounting for 2.81% of the total share capital, with a transaction amount of approximately 300 million yuan [2] Group 3 - Institutions maintain a neutral outlook on Sanofi, with a target price of 24.00 yuan, indicating a potential upside of 33.85% from the current stock price [3] - According to forecasts from 30 institutions, the net profit attributable to the parent company is expected to decline by 12.15% year-on-year in 2025, primarily due to patent and settlement costs [3] - A significant rebound is anticipated in 2026, with an expected year-on-year growth of 65.11%, driven by the expansion of CGM business and improvements in overseas operations [3]