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动物保健板块1月14日跌0.44%,海利生物领跌,主力资金净流出1.4亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603718 | 海利生物 | 6.55 | -1.65% | 23.74万 | 1.57亿 | | 600195 | 中牧股份 | 7.92 | -1.61% | 20.14万 | 1.61亿 | | 002868 | *ST绿康 | 35.36 | -0.90% | ● 1.95万 | 6861.54万 | | 002141 | 贤丰控股 | 3.74 | -0.80% | 1 26.65万 | 9974.98万 | | 603566 | 普莱柯 | 12.96 | -0.69% | 7.10万 | 9225.72万 | | 688526 | 科前生物 | 16.10 | -0.62% | 3.70万 | 5981.44万 | | 300119 | 瑞普生物 | 19.91 | -0.55% | 8.89万 | 1.78亿 | | 920729 | 永顺生物 | 9.12 | -0.44% | 2.69万 | 2479.61万 | | 6002 ...
*ST绿康:公司当前核心业务为动保产品生产和销售,光伏胶膜业务已于2025年11月完成剥离
Mei Ri Jing Ji Xin Wen· 2026-01-13 13:49
每经AI快讯,有投资者在投资者互动平台提问:你好,请问公司新的业务是什么?主要做哪些行业内 容? *ST绿康(002868.SZ)1月13日在投资者互动平台表示,尊敬的投资者,您好!公司当前核心业务为动 保产品生产和销售,公司光伏胶膜业务已于2025年11月完成剥离,若有新业务布局,将严格按照相关规 定及时履行信息披露义务。感谢您对公司的关注,谢谢! (文章来源:每日经济新闻) ...
动物保健板块1月13日涨1.09%,回盛生物领涨,主力资金净流入3499.36万元
从资金流向上来看,当日动物保健板块主力资金净流入3499.36万元,游资资金净流出6593.83万元,散户 资金净流入3094.47万元。动物保健板块个股资金流向见下表: 证券之星消息,1月13日动物保健板块较上一交易日上涨1.09%,回盛生物领涨。当日上证指数报收于 4138.76,下跌0.64%。深证成指报收于14169.4,下跌1.37%。动物保健板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300871 | 回盛生物 | 25.06 | 8.39% | 27.67万 | 7.00亿 | | 920275 | 驱动力 | 65.6 | 3.99% | 4.01万 | 3722.76万 | | 603718 | 海利生物 | 6.66 | 1.99% | 23.72万 | 1.59亿 | | 002141 | 贤丰控股 | 3.77 | 1.34% | 1 29.90万 | 1.12亿 | | 688098 | 申联生物 | 9.78 | 1.03% | 9.15万 ...
Zoetis (NYSE:ZTS) FY Conference Transcript
2026-01-12 19:32
Zoetis (NYSE:ZTS) FY Conference January 12, 2026 01:30 PM ET Company ParticipantsWetteny Joseph - Executive VP and CFOKristin Peck - CEOConference Call ParticipantsChris Schott - AnalystChris SchottGood morning, everybody. I'm Chris Schott from J.P. Morgan, and it's my pleasure to be introducing Zoetis today. From the company, we have a presentation from CEO Kristin Peck, and we'll have Wetteny Joseph, the company's CFO, available for Q&A. So with that, Kristin, happy New Year, and looking forward to the pr ...
ImmuCell(ICCC) - 2025 Q4 - Earnings Call Transcript
2026-01-09 15:00
Financial Data and Key Metrics Changes - The company reported product sales for Q4 2025 at $7.6 million, a decrease of 1.6% compared to Q4 2024, with domestic sales growing 8.7% to $7 million [11][12] - Full-year product sales for 2025 totaled $27.6 million, reflecting a 4.3% increase compared to 2024 [12] - The company experienced a significant decline in international sales, particularly in Canada, which dropped 52.6% year-over-year in Q4 [12] Business Line Data and Key Metrics Changes - The First Defense product line saw a notable shift towards Tri-Shield, indicating a migration from Dual-Force products and attracting new dairy and beef customers [12] - Manufacturing output for the key bottleneck process, lyophilization, increased by more than 15% in 2025, with expectations for similar growth in 2026 [8][17] Market Data and Key Metrics Changes - The newborn calf market has evolved, with calf values increasing significantly, now worth approximately $1,300 on day one of life compared to roughly $200 in 2003, raising the economic stakes for early-life calf health [7] - The total addressable market for scour protection is estimated to be around $900 million worldwide [7] Company Strategy and Development Direction - The company is shifting its strategic focus to First Defense, pausing investment in Re-Tain due to an Incomplete Letter from the FDA regarding its new animal drug application [4][6] - The strategy includes expanding the sales team by 50% and creating two new U.S. sales territories to drive growth [16] - The company aims to repurpose manufacturing assets from Re-Tain to support First Defense, enhancing operational efficiency [10][14] Management's Comments on Operating Environment and Future Outlook - Management expressed high confidence in the future sales and profit growth potential of the First Defense business, justifying the strategic shift [5][6] - The company is focused on operational excellence to ensure consistent supply and quality of products, with plans to optimize manufacturing processes [16][17] Other Important Information - A non-cash impairment write-down of approximately $2.9 million is expected due to the shift in strategy regarding Re-Tain [14] - An estimated write-down of $600,000 was taken for inventory deemed unsuitable for requirements [15] Q&A Session Summary Question: Impact of regional pathogens on foreign sales development - Management acknowledged the complexity of international sales and the need for expertise in launching products in different markets, highlighting the importance of hiring experienced personnel [20] Question: Explanation for contract manufacturer's failure to comply with FDA requirements - Management declined to provide details but confirmed that the Incomplete Letter was solely due to issues with the contract manufacturer [22][23] Question: Realism of securing a strategic partner for Re-Tain - Management expressed confidence in the product's capabilities and the need to find the best go-to-market strategy post-investigational studies [27] Question: Timeline for hiring new sales team members - Management confirmed that hiring processes for new sales team members are underway, with expectations to complete them within the current quarter [31] Question: Future cash needs and potential share dilution - Management indicated that various funding options are available, including operating cash flow, loans, and capital raises, but declined to comment on specific plans [33] Question: Clarity on self-imposed milk discard period for Re-Tain - Management explained that the discard period is necessary to avoid impacting cheese manufacturing processes, but it remains less than competitors' requirements [44][45] Question: Explanation for exceeding sales expectations - Management attributed the sales exceeding expectations to effective management practices and a strong commercial team, despite complexities from previous backorder situations [49][50]
动物保健板块1月9日涨1.55%,生物股份领涨,主力资金净流出2738.79万元
Core Viewpoint - The animal health sector experienced a rise of 1.55% on January 9, with significant contributions from leading stocks like Biological Shares, which surged by 4.76% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1]. - The top-performing stock in the animal health sector was Biological Shares (600201), closing at 17.40 with a gain of 4.76% and a trading volume of 683,900 shares, amounting to a transaction value of 1.179 billion yuan [1]. Group 2: Stock Performance Summary - Other notable stocks included: - Shunlian Biological (688098) at 9.67, up by 1.90% with a trading volume of 64,900 shares [1]. - Zhongmu Shares (600195) at 8.10, up by 1.25% with a trading volume of 138,100 shares [1]. - Ruipu Biological (300119) at 19.90, up by 1.12% with a trading volume of 154,700 shares [1]. - Haili Biological (603718) at 6.48, up by 0.78% with a trading volume of 124,600 shares [1]. Group 3: Capital Flow Analysis - The animal health sector saw a net outflow of 27.3879 million yuan from institutional investors, while retail investors contributed a net inflow of 90.8993 million yuan [2]. - The capital flow for specific stocks showed: - Haili Biological had a net inflow of 10.2913 million yuan from institutional investors [3]. - Jinhe Biological experienced a net inflow of 2.8449 million yuan from institutional investors [3]. - *ST Green Kang (002868) had a net inflow of 1.8780 million yuan from institutional investors [3].
回盛生物(300871.SZ)发预盈,预计2025年度归母净利润2.35亿元至2.71亿元
智通财经网· 2026-01-09 08:20
报告期内,公司积极开拓海内外市场,营业收入实现国内、国外双增长。 智通财经APP讯,回盛生物(300871.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利润 2.35亿元至2.71亿元,扭亏为盈;扣除非经常性损益后的净利润2.13亿元至2.49亿元。 ...
回盛生物:预计2025年净利润2.35亿元—2.71亿元 同比扭亏
人民财讯1月9日电,回盛生物(300871)1月9日披露业绩预告,公司预计2025年归母净利润2.35亿元— 2.71亿元,上年同期亏损2015.56万元。报告期内,公司积极开拓海内外市场,营业收入实现国内、国外 双增长。报告期内归属于上市公司股东的净利润较上年同期大幅增长,主要原因为公司营业收入增长促 进净利润增长,同时公司技术创新升级、制剂与原料药产能利用率提升及原料药价格上涨等因素驱动盈 利能力提升。 ...
研报掘金丨开源证券:生物股份成长动能强劲,维持“买入”评级
Ge Long Hui· 2026-01-09 06:11
格隆汇1月9日|开源证券研报指出,生物股份为我国动保龙头,产品涵盖猪、禽、反刍、宠物四大类百 余种疫苗,常规疫苗新品多点开花持续成长,非瘟疫苗打开成长新空间。公司非瘟疫苗上市确定性逐步 增强,维持公司2025年盈利预测不变,上调2026-2027年盈利预测,预计公司2025-2027年归母净利润分 别为1.88/7.12/12.11(原2026-2027年预测分别为3.52/5.08)亿元,EPS分别为0.17/0.64/1.09元,当前股价 对应PE分别为98.5/25.9/15.3。公司非瘟疫苗全球首发在即,成长动能强劲,维持"买入"评级。 ...
钱诚天眼:百日间利润预测翻番!这家上市公司凭何获著名机构力挺?
Sou Hu Cai Jing· 2026-01-09 01:30
2025 年 10 月底,开源证券给出的 2025 - 2027 年归母净利润预测分别为 1.88 亿元、3.52 亿元和 5.08 亿 元,那时的判断还相对谨慎。然而,仅仅两个多月后的 2026 年 1 月 8 日,最新报告横空出世,2025 年 预测维持不变,可 2026 - 2027 年预测却大幅上调至 7.12 亿元和 12.11 亿元。2026 年预测值近乎翻番, 2027 年预测值更是增长超 138%,这调整幅度,就像坐了火箭,令人咋舌。 二、非瘟疫苗:核心驱动的"王炸" 这一重大调整,关键在于非洲猪瘟亚单位疫苗研发的超预期进展。2025 年 7 月,生物股份成为国内首 家获批开展非瘟亚单位疫苗临床试验的企业,而且还是唯一承担单位,这独一份的"特权",就像拿到了 通往财富宝藏的钥匙。截至 2025 年 12 月底,首轮攻毒试验已经启动,疫苗有望在 2026 年下半年至 2027 年上市。开源证券保守估计,非瘟疫苗在国内可能带来约 84 亿元的增量市场规模,生物股份凭借 先发优势,无疑将成为这场财富盛宴的最大受益者之一。 在资本市场,时间就是试金石,短短不到三个月,开源证券对生物股份(600201. ...