注射用重组Ⅲ型人源化胶原蛋白凝胶

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“中国首富”34亿投资了“山西女首富”!
商业洞察· 2025-07-01 10:30
Core Viewpoint - The strategic investment by Zhong Shanshan, the founder of Nongfu Spring, in Jinbo Biological represents a significant shift in the competitive landscape of the medical beauty industry in China, aiming to leverage the growing market for recombinant collagen products and enhance market presence through collaboration with established brands [1][36][37]. Group 1: Investment Details - Jinbo Biological announced a strategic partnership with Yangshengtang, raising 2 billion yuan through a private placement, marking a record for cash capital increases on the Beijing Stock Exchange [3][4]. - The investment will be used for developing a humanized collagen FAST database and product development, with 1.15 billion yuan allocated for this purpose and 850 million yuan for working capital [3]. - Following the announcement, Jinbo Biological's stock price surged, closing at 355.96 yuan per share, with a market capitalization of 40.96 billion yuan [6]. Group 2: Company Backgrounds - Zhong Shanshan, aged 71, is a legendary entrepreneur who founded Nongfu Spring and Yangshengtang, creating a business empire valued over 400 billion yuan [11]. - Yang Xia, the 51-year-old founder of Jinbo Biological, transitioned from academia to entrepreneurship, focusing on synthetic collagen for medical applications after identifying challenges in organ preservation [12][13]. Group 3: Market Potential - The recombinant collagen product market in China is projected to grow at a compound annual growth rate of 44.93%, reaching 58.57 billion yuan by 2025 and exceeding 219.38 billion yuan by 2030 [25][26]. - Jinbo Biological's revenue is expected to reach 1.443 billion yuan in 2024, reflecting an 84.92% year-on-year increase, with a net profit of 732 million yuan, up 144.27% [18]. Group 4: Strategic Synergies - The partnership is expected to enhance Yangshengtang's product line with high-end collagen ingredients, while Jinbo Biological can leverage Yangshengtang's extensive retail network of over 300,000 outlets to penetrate the consumer market [29][36]. - The collaboration aims to transform Jinbo Biological from a technology leader to a market leader, with the anticipated launch of new products in the third quarter [31]. Group 5: Competitive Landscape - The medical beauty industry is highly competitive, with Jinbo Biological facing challenges from established players like Huaxi Biological and Aimeike, which are also expanding into recombinant collagen [34]. - Jinbo Biological's dynamic price-to-earnings ratio of over 50 requires sustained high growth to maintain investor confidence, especially as sales expenses are projected to rise significantly [34][35].
疫苗企业转型潮来了,万泰生物股东养生堂切入锦波生物
Guo Ji Jin Rong Bao· 2025-06-30 14:38
医美行业传来大消息,这一次,钟睒睒决定34亿元投向山西女首富。 近日,山西锦波生物医药股份有限公司发布公告称,引入实际控制人为钟睒睒的养生堂有限公司作 为战略投资者。同时,公司创始人杨霞将其持有的575.33万股转让给杭州久视。合计下来,交易总金额 将达34亿元。而穿透股权后,养生堂和杭州久视的实控人均为钟睒睒,这意味着农夫山泉实控人钟睒睒 成为锦波生物的第二大股东。 钟睒睒进军重组胶原蛋白领域 值得注意的是,现年71岁的钟睒睒一手创办了农夫山泉、养生堂两大品牌,而养生堂旗下的上市公 司万泰生物在2024年净利润暴跌九成, 创十年来新低。核心产品HPV疫苗被迫卷入价格战,今年一季 度业绩持续下滑,营收仅4亿元,同比下跌47%。疫苗板块失速,业绩连年下滑,万泰生物股价缩水, 直接导致钟睒睒个人财富严重缩水。 有业内人士认为,万泰生物的根基是疫苗板块,但是在IVD领域,该公司基本完成了免疫、生化、 分子三大方向的完整布局。在市值和利润被双杀的背景下,万泰生物的突围之路选择的并不是创新或卷 向海外市场,而是国内消费市场的重组胶原蛋白领域。此次投资锦波生物,或许是疫苗板块失利后,养 生堂急迫想赚快钱,解决企业造血能力 ...
钟睒睒的产业新方向:34亿投资锦波生物,押注医美成万泰、农夫外第三增长点
Sou Hu Cai Jing· 2025-06-30 09:10
出品|搜狐财经 le W n the was a ". In 13.45 作者|冯圆圆 日前,北交所上市公司锦波生物宣布引入养生堂及杭州久视作为其战略投资者,总交易金额高达34亿。而两家受让方的背后,则是曾经的国内首富钟睒睒。 谈及钟睒睒,往往与饮用水巨头农夫山泉挂钩。此次,钟睒睒重金买入锦波生物的背后是看好胶原蛋白赛道还是另有其他深意? (图片来源:网络) 而作为北交所重组胶原蛋白第一股的锦波生物,一直保持着亮眼的业绩,毛利率高达92%,又为何选择与钟睒睒"联手"? 锦波生物获钟睒睒战略投资 6月26日晚,山西锦波生物医药股份有限公司(下称"锦波生物")公告,拟引入战略投资者,向养生堂有限公司(下称"养生堂")发行不超过717.57万股, 占锦波生物发行前总股本的6.24%,募资金额20亿。 | | | | 单位:万元 | | --- | --- | --- | --- | | 序号 | 募集资金投资项目 | 项目投资总额 | 募集资金拟投入额 | | | 人源化胶原蛋白 FAST 数据库与产 品开发平台项目 | 115,000.00 | 57.50% | | 2 | 补充流动资金 | 85,000.00 ...
中国前首富,34亿元入局
天天基金网· 2025-06-30 03:30
6月26日,北交所市值领头羊锦波生物( 832982) 宣布两大动作:一是向战略投资者养生堂定向增发股 票募资20亿元;二是实控人杨霞以约14.03亿元总价,将其所持575.33万股公司股份协议转让给杭州久 视。两项交易总额达34亿元。 据查,养生堂与杭州久视的实际控制人均为农夫山泉创始人、曾三度蝉联中国首富的钟睒睒。 若两项交易完成,钟睒睒将间接合计持有锦波生物10.58%股权。持股比例仅次于公司实际控制 人杨霞,后者持股比例将下降为50.73% 。 公告次日,锦波生物股价涨幅一度达到18.26%。截至当日收盘,公司股票收涨8.67%,总市值超过400 亿元。 对钟睒睒而言,这笔34亿元投资不仅是一次财务布局,更是其大健康版图的关键落子。 战略投资 根据公告,锦波生物拟向养生堂发行不超过717.56万股股份,发行价格为278.72元/股,募资总额不超过 20亿元。养生堂由钟睒睒持股98.38%,是其核心投资平台。 此次定增刷新了北交所现金定增规模的历史纪录。所募资金中,11.5亿元将用于人源化胶原蛋白FAST 数据库与产品开发平台项目,8.5亿元用于补充流动资金。 交易完成后,养生堂将持有锦波生物5%以上股 ...
前中国首富出手,北交所第一高价股锦波生物魅力几何?
Mei Ri Jing Ji Xin Wen· 2025-06-27 09:28
Core Viewpoint - The recent stock issuance by Jinbo Biological, controlled by Zhong Shanshan, aims to raise up to 2 billion RMB to support its growth and development in the collagen market, while also indicating a strategic partnership with Yangshengtang [1][2][7]. Group 1: Company Actions and Financials - Jinbo Biological plans to issue no more than 717,566 shares, representing 6.24% of its total shares before the issuance, to raise funds for a humanized collagen protein database and working capital [1][2]. - The total investment for the projects is 200 million RMB, with 57.5% allocated to the collagen protein project and 42.5% for working capital [2]. - Jinbo Biological's stock price has surged since its listing, with a maximum increase of over 800% from its issue price, reaching a peak of 452.29 RMB [3][9]. Group 2: Market Performance and Growth - Jinbo Biological has shown impressive financial growth, with revenue increasing from 233 million RMB in 2021 to 1.443 billion RMB in 2024, and net profit rising from 57.39 million RMB to 732 million RMB in the same period [9]. - The gross margin improved from 82.29% to 92.02%, and net margin increased from 24.38% to 50.68% [9]. - The Chinese collagen market reached 28.7 billion RMB in 2021, growing at 40.7%, with a significant increase in the penetration of recombinant collagen [9]. Group 3: Strategic Partnerships and Future Outlook - Yangshengtang, controlled by Zhong Shanshan, is entering into a strategic partnership with Jinbo Biological, which is expected to enhance business synergies and accelerate the implementation of their strategic goals [7][8]. - The collaboration aims to leverage technological integration and market channel empowerment, potentially leading to significant advancements in product development [7][8]. - Jinbo Biological's need for strategic investors is highlighted by its relatively small size and the increasing competition in the medical aesthetics industry [10][13].
锦波生物董事长杨霞: 破解胶原蛋白功能 开启多领域应用和全球化突围
Zhong Guo Zheng Quan Bao· 2025-06-16 20:34
● 本报记者傅苏颖 在生命材料领域,锦波生物是国内唯一拥有3张注射用重组人源化胶原蛋白三类证的企业。其凭借十余 年如一日的研发攻坚,不仅突破传统动物源胶原的免疫原性难题,继而领跑开发HiveCOL"蜂巢"胶原 网,开启"组织新生"医学新赛道。 锦波生物董事长杨霞日前在接受中国证券报记者专访时表示,公司自主研发的重组人源化胶原蛋白属于 一种生命材料,医美仅是其应用场景之一。人体28种型别胶原蛋白基因序列差异功能各异,公司已在多 个严肃医疗领域实现临床突破,并通过与欧莱雅合作、主导国际标准制定等举措,推动中国创新技术走 向全球。未来,公司将基于现有突破持续优化,加大基础研究投入,致力于成为国际一流的生命材料企 业。 先发优势明显 "17年的辛酸,在获悉产品拿到批文的那一刻烟消云散。"杨霞表示,如今回望,这十年的坚持无比值 得。正是这一个氨基酸的修正,令公司研发的胶原蛋白实现了从"类胶原"到"100%人源化胶原蛋白"的 突破。 加码研发和国际化 近期,锦波生物面向全球发布采用HiveCOL"蜂巢"胶原网技术制备的"注射用重组Ⅲ型人源化胶原蛋白 凝胶"产品。 新技术是公司持续研发的一个缩影。公司致力于不同型别重组人源 ...
医美行业研究:2025年中国医美再生抗衰注射剂行业概览
Yuan Da Xin Xi· 2025-06-16 11:42
Investment Rating - The report rates the investment outlook for the medical beauty regenerative anti-aging injection industry as "Positive" [5] Core Insights - The regenerative anti-aging injection agents are emerging materials that achieve facial rejuvenation through different mechanisms compared to hyaluronic acid and botulinum toxin [1] - The midstream of the regenerative anti-aging injection industry chain is identified as the segment with the highest added value, supported by regulatory compliance, technological innovation, and market demand [2] - Future trends in the industry include increased demand driven by an aging population, a shift towards non-surgical aesthetic procedures, and advancements in technology and materials that enhance product efficacy [3] Summary by Sections 1. Overview of the Medical Beauty Regenerative Anti-Aging Injection Industry - Medical beauty injection products are categorized into hyaluronic acid, botulinum toxin, and regenerative anti-aging materials, with the latter being newly introduced in the domestic market [11] - Regenerative anti-aging injections include subclasses such as microsphere regeneration, collagen, and PDRN, each with distinct mechanisms and benefits [12][13] 2. Industry Chain Analysis - The midstream segment is characterized by high added value, with companies leveraging compliance, innovation, and production capabilities to establish competitive barriers [2][29] - The upstream involves raw material suppliers, while the downstream focuses on the distribution to end consumers through various channels [26] 3. Regulatory and Policy Environment - The industry is regulated by key agencies including the National Health Commission and the National Medical Products Administration, ensuring compliance across all stages from development to sales [43][46] 4. Market Size and Growth Potential - The market for medical beauty injections in China is projected to grow from 21.2 billion RMB in 2023 to 65.3 billion RMB by 2028, with a CAGR of 25.3% [17] - The regenerative anti-aging segment is expected to see a significant increase, with its market share rising from 3% in 2019 to an estimated 31% by 2028 [20] 5. Investment Recommendations - Companies with a comprehensive industry chain layout and a strong product portfolio, such as Jinbo Biological and East China Pharmaceutical, are highlighted as having strong growth potential and investment value [3]
北交所上市公司密集接受调研农业消费与医药商业化成关注焦点
Zhong Guo Zheng Quan Bao· 2025-05-25 21:08
产能方面,一致魔芋介绍,目前公司魔芋休闲食品产能达到1万吨,魔芋食材产能达到1.5万吨,魔芋晶 球现有产能3.5吨。在建募投项目中,魔芋胶智能制造项目车间已建好,部分设备已安装,预计今年6月 达产;8万吨魔芋茶饮小料车间已建成,正在安装设备。未来随着市场需求的增长,公司会持续评估产 能情况,有计划地进行产能扩张,以满足市场需求。 Wind统计显示,2025年5月以来,北交所196家上市公司共计被机构调研226次,其中一致魔芋、三元基 因、海能技术、武汉蓝电、康农种业、美邦科技、诺思兰德等18家公司均吸引超10家机构投资者调研。 ● 本报记者 杨洁 多个生物医药领域企业向投资者介绍产品研发及市场推广进展。三元基因表示,2024年是三元基因的集 采关键之年。进入2024年下半年后,由于集采政策的有序落实,公司在医院准入速度方面显著加快。 2024年公司新增医疗终端1100余家,累计实现6000余家等级医院终端准入。此外,公司通过医药商业配 送渠道触达偏远区县的基层医疗诊所达到2704家,覆盖的基层终端数量同比增长38%。 聚焦农业消费市场 诺思兰德介绍,公司NL003溃疡适应症药品于2024年7月向国家药品监督管 ...
锦波生物:5月20日召开业绩说明会,投资者参与
Sou Hu Cai Jing· 2025-05-22 02:48
Core Viewpoint - The company, Jinbo Biotechnology, is actively expanding its market presence and product offerings in the biopharmaceutical sector, particularly focusing on recombinant human collagen products and their applications in medical devices and skincare. Group 1: Product Development and Production - The company utilizes advanced technologies such as structural biology and protein rational design for the production of recombinant human collagen, involving processes like strain cultivation, seed culture, fermentation, separation, homogenization, and purification [2] - The company has launched its new product, HiveCOL "honeycomb" collagen tissue gel, during the 78th Cannes Film Festival, indicating a strategic push for product promotion [5] Group 2: Market Expansion and Sales - Jinbo Biotechnology has established a partnership with L'Oréal Group for its raw materials, generating revenue and indicating successful market penetration [3] - The company is prioritizing market expansion in Southeast Asia for its Class III medical devices, considering factors like registration speed and customer demographics [3] Group 3: Financial Performance - In 2024, the company reported a net cash flow from operating activities of 6.7 billion, a year-on-year increase of 55%, attributed to growth in sales revenue and net profit [6] - The company's Q1 2025 report shows a main revenue of 366 million, a year-on-year increase of 62.51%, and a net profit of 169 million, up 66.25% [6] Group 4: Industry Policy and Strategy - Recent policy adjustments in the biopharmaceutical industry have provided development opportunities, with government support for innovation benefiting the company [4] - The company has enhanced communication with government bodies to stay updated on policy changes and has increased R&D investment to improve product quality and competitiveness [4]
锦波生物(832982) - 山西锦波生物医药股份有限公司投资者关系活动记录表
2025-05-21 12:50
Group 1: Investor Relations Activities - The company participated in the "2025 Online Collective Reception Day for Investors" on May 20, 2025, from 14:00 to 17:00 [3] - The event was held online in collaboration with the Shanxi Securities Regulatory Bureau and other organizations [3] - Attendees included investors participating through the online platform [3] Group 2: Company Overview and Leadership - The company is represented by key personnel including Chairwoman Yang Xia and Vice General Manager Tang Menghua [4] - The financial director is Xue Fangqin, who also participated in the investor relations activities [4] Group 3: Product Development and Market Expansion - The company utilizes advanced technologies for the production of humanized collagen, including structural biology and synthetic biology [5] - Collaboration with L'Oréal Group has generated revenue from raw material products, with a focus on expanding into Southeast Asian markets [6] Group 4: Policy Impact and Strategic Adaptation - Recent policy adjustments in the biopharmaceutical industry have created development opportunities for the company [7] - The company has enhanced communication with government departments to stay updated on policy changes [7] - Increased R&D investment and marketing efforts have been implemented to improve product quality and brand recognition [7] Group 5: Financial Performance - In 2024, the company achieved a net cash flow from operating activities of 767 million yuan, a year-on-year increase of 159.55% [8] - The increase in cash flow is attributed to higher sales revenue and net profit, along with improved cash collection practices [8] - Cost control measures have been adopted to ensure stable and sufficient cash flow [8]