Core Insights - The report emphasizes the significant role of phosphoramidite monomers in the small nucleic acid industry chain, highlighting their impact on the development of small nucleic acid drugs, which are considered promising candidates for treating various diseases due to their unique molecular structures and therapeutic mechanisms [1][6][10] - The report predicts robust growth in the demand for phosphoramidite monomers, with multinational pharmaceutical companies likely to benefit from this trend, as the global nucleotide market is projected to reach USD 730 million in 2023, with China being the largest production market [10][11] Section Summaries Phosphoramidite Monomer's Role - Phosphoramidite monomers are crucial raw materials for synthesizing small nucleic acid drugs, enhancing their stability and biological activity, and driving innovation in drug development [6][9] - The solid-phase phosphoramidite method is the mainstream technique for synthesizing oligonucleotides, which are a major cost component in nucleic acid drug production [9] Market Dynamics - The report notes that 90% of global nucleotides are used for nucleic acid drug production, with only about 10% allocated to health foods and agriculture [10] - The small nucleic acid drug market is primarily dependent on major multinational pharmaceutical companies, indicating potential benefits for companies within their supply chains [11] Investment Recommendations - The report suggests focusing on innovative drug companies such as Furuya Co., OncoOne, and others, as well as raw material suppliers like WuXi AppTec and others, indicating a diverse range of investment opportunities in the sector [10]

2025 年 10 月 28 日 王睿哲 C0062@capital.com.tw 目标价(元) 50 公司基本信息 | 产业别 | | 医药生物 | | --- | --- | --- | | A 股价(2025/10/27) | | 39.93 | | 深证成指(2025/10/27) | | 13489.40 | | 股价 12 个月高/低 | | 46.97/30.3 | | 总发行股数(百万) | | 1754.02 | | A 股数(百万) | | 1751.94 | | A 市值(亿元) | | 699.55 | | 主要股东 | | 中国远大集团有 | | | | 限责任公司 | | | | (41.67%) | | 每股净值(元) | | 13.76 | | 股价/账面净值 | | 2.90 | | 一个月 | 三个月 | 一年 | | 股价涨跌(%) | -4.1 -10.3 | 19.2 | | 近期评等 | | | | 日期 | 收盘价 | 评级 | | 2025-08-20 | 45.93 | 买进 | | | --- | --- | --- | --- | | 产品组合 | | | ...