周一，韩国诊断试剂盒制造商Sugentech表现最为亮眼，股价一度上涨高达29%。在日本，新冠疫苗制造 商Daiichi Sankyo因瑞银上调目标价，股价最高上涨7.4%。与此同时，香港的上海君实生物科技股份有 限公司作为新冠疫苗生产商，股价也上涨4.3%。 新冠疫情在亚洲再度抬头，引发市场对检测和疫苗需求增加的预期，导致亚洲新冠检测和药物生产企业 股价集体飙升。 受疫情反弹及接种计划影响，周一韩国新冠检测和疫苗公司股价普遍上涨，包括Humasis、 LabGenomics、Seegene和SD Biosensor等检测企业均录得涨幅，新冠疫苗制造商SK Bioscience股价最高 上涨7.2%。 新一波疫情正迅速在亚洲地区蔓延。根据中国疾病预防控制中心的数据，新一轮疫情可能达到去年夏天 高峰的水平。香港卫生防护中心负责人徐德义在发布会上表示，未来几周，新冠活动水平预计将保持在 较高水平。 为防范疫情反弹，韩国疾控部门KDCA直接延长了季节性新冠疫苗接种期两个月，直至6月底。KDCA 特别建议，65岁及以上老年人、免疫力低下者、住院患者和养老机构人员，应尽早接种辉瑞和 BioNTech联合生产的JN.1疫 ...

Core Viewpoint - Iwubio has demonstrated steady growth in its financial performance, with a focus on innovation in the desensitization treatment sector, positioning itself as a leader in a competitive market [1] Group 1: Financial Performance - For the year 2024, Iwubio reported a revenue of 925 million yuan, representing a year-on-year growth of 9.10% [1] - The net profit attributable to shareholders was 318 million yuan, an increase of 2.46% year-on-year [1] - In Q1 2025, the company achieved a revenue of 228 million yuan, up 5.7% year-on-year, with a net profit of 74 million yuan, reflecting a growth of 1.5% [1] - Operating cash flow for Q1 2025 reached 85.88 million yuan, marking a significant increase of 96.2% [1] - Cumulatively, the company has distributed over 850 million yuan in cash dividends since its listing, which is approximately four times the amount raised during its IPO [1] Group 2: Competitive Advantages - Iwubio has established three competitive barriers: technological innovation, product scarcity, and industry leadership [2][3][4] - The company invested 125 million yuan in R&D in 2024, accounting for 13.48% of its revenue, which is above the industry average [2] - Iwubio's product "Dust Mite Drops" is the only sublingual desensitization treatment available in China, providing a significant advantage in terms of safety and convenience compared to subcutaneous alternatives [3] - The market share of Iwubio's "Dust Mite Drops" has consistently remained above 81.72%, confirming its leading position in the domestic desensitization treatment market [4] Group 3: Growth Potential - The allergy treatment market is expected to grow due to the increasing prevalence of allergic diseases, with reports indicating that around 40% of the Chinese population suffers from such conditions [5] - Iwubio's "Dust Mite Drops" and "Artemisia Pollen Sublingual Drops" have shown significant growth, with the latter achieving a 76.43% increase in 2024 [5] - The company is expanding its product offerings in the allergy testing market, with new products like "Pollen Skin Prick Test Solutions" receiving market approval [5] - Iwubio is also venturing into stem cell therapies and natural medicines, aiming to create a second growth curve [6] - The company has identified a drug molecule for antibiotic-resistant tuberculosis and is advancing its clinical research [6] Group 4: Strategic Outlook - Iwubio's strategic positioning in the allergy treatment sector, combined with its innovative approaches in stem cell and natural medicine, suggests a robust growth trajectory [7] - The company is well-positioned to navigate the evolving pharmaceutical landscape, focusing on both maintaining its core allergy treatment business and exploring new therapeutic areas [7]