NKY(SZ:300109)2022-11-11 05:31Group 1: Shareholder Actions - Shareholders remain confident in the company's future despite recent announcements of share reductions by major stakeholders due to personal financial needs [3] - Yang Haijiang's share reduction is attributed to resolving historical debt issues, while Ren Dalong's reduction is linked to personal income tax obligations following asset acquisitions [3] Group 2: Product Pricing and Profitability - The average price of PVP has increased from approximately CNY 50,000 in previous years to CNY 70,000-80,000 per ton in the first half of the current year, with a gross profit margin rising from about 35% to approximately 47% [3] - Recent adjustments to the price of industrial-grade K-30 have been made, reflecting a 5-8% increase based on supply and demand dynamics [3] Group 3: Medical Sector Developments - The opening of the new medical headquarters in Songjiang is delayed until Q1 of next year due to pandemic-related factors, with ongoing investments in innovative drugs and diagnostic services [3] - The medical business is currently operating at a loss, but efforts are underway to restructure the management platform and form a new marketing team to achieve profitability by year-end [3] Group 4: Abcam Transaction and Dispute - The company completed a 100% equity transfer to Abcam US, receiving USD 32.21 million after deducting a USD 27.20 million transaction deposit [4] - Abcam has raised concerns regarding undisclosed agreements during due diligence, which the company disputes, asserting that it provided necessary access for the investigation [4]