SYNERGY(SZ:300636)2025-05-21 09:32Group 1: Company Performance and Market Position - The company's stock price is influenced by multiple factors, primarily determined by market participants and long-term performance [1] - The company maintains a clear strategy and stable operations in the specialized chemical raw materials sector, leveraging R&D, global market presence, and strong manufacturing capabilities for sustainable growth [1] - In Q1 2025, the company's revenue decreased by 9.47% year-on-year, while net profit fell by 52.3%, indicating a significant drop in profit margins due to lower market prices for certain products [2] Group 2: Investment and Strategic Decisions - The investment in Hangzhou Boya Biopharmaceutical Co., Ltd. was based on its market prospects and the synergy with the company's future planning and development strategy [2] - Hangzhou Boya Biopharmaceutical Co., Ltd., established in 2023, focuses on the development and production of long-acting complex injectables, led by a team with extensive experience in formulation development [2] Group 3: Capacity and Revenue Insights - The first plant has a capacity of 800 million, and the second plant has a capacity of 500 million, with a utilization rate of 60%, indicating potential revenue of approximately 1.1 billion; however, the actual revenue for 2024 is projected at 759 million [2] - The company aims to enhance R&D and expand production and sales in the specialized chemical raw materials sector to achieve stable and long-term value returns for shareholders [2]