- 2025,07,05
On July 2nd, the A-share market saw active performance in marine biopharmaceutical concept stocks, with Chengyi Pharmaceutical, Haiwang Biotechnology, and Oriental Ocean closing at the daily limit up in early trading. On the news front, the sixth meeting of the Central Financial and Economic Commission emphasized the need to deepen the construction of a unified national market and promote high-quality development of the marine economy.
In the marine biopharmaceutical industry chain, upstream research institutions (such as Ocean University of China) provide technical support, while midstream enterprises become the core driving force. Taking listed companies as an example, Haiwang Biotechnology focuses on the research and development of innovative marine drugs and strengthens its differentiated layout; Azure Biology has advantages in the field of marine synthetic biology, promoting the high-value utilization of resources; Walter's Factor Company is deeply involved in the development of children's marine biopharmaceuticals; Sincere Pharmaceutical's marine biopharmaceutical revenue accounts for nearly 70%.
As the first listed company in Zhejiang Province to deeply cultivate marine biopharmaceuticals, Sincere Pharmaceutical actively integrates into the national marine strategy, relying on its two core businesses of glucosamine and fish oil to deeply layout in the field of marine biopharmaceuticals, demonstrating strong development momentum.
It is reported that the core product of Chengxin Pharmaceutical, Glucosamine Hydrochloride, is a typical case of successful development of marine drugs. Its main raw material comes from chitin in crab shells and shrimp shells, which has unique advantages such as pure nature and no additives compared to similar products. Relying on the location advantage of Dongtou District National Marine Ranch Demonstration Zone in Wenzhou City, as well as years of industrial layout in the field of marine economy, Sincere Pharmaceutical has built a moat for marine biopharmaceuticals. To this day, in terms of glucosamine products, the company has formed an integrated advantage in the entire chain from raw material extraction, active pharmaceutical ingredients to formulation production.
At the same time, Chengxin Pharmaceutical has also launched innovative layouts in the field of fish oil. The company actively promotes the construction of high-purity fish oil EPA raw material projects through marine biopharmaceutical manufacturing projects.
Regarding marine biomedicine, Oriental Ocean has also attracted market attention. It is reported that Dongfang Ocean mainly engages in seawater seedling breeding and aquaculture, aquatic product processing, biotechnology and other businesses. On the one hand, the company has a leading industry position in sea cucumber farming, fish fry breeding, and related aquatic processing industries, and has deep cooperation with higher education institutions such as the Institute of Oceanography of the Chinese Academy of Sciences and Ocean University of China for many years, jointly building a scientific research and promotion platform that integrates conservation, breeding, and high-quality breeding with domestic leading level and functional supporting facilities; On the other hand, the company actively promotes the development of the big health industry, laying out four major platforms including immune technology platform, mass spectrometry technology platform, molecular technology platform, and third-party medical laboratory, and establishing unique competitiveness in the medical field.
Article source: China Securities Network
Original title: Marine biopharmaceutical concept stocks show active performance, sincere pharmaceutical industry and others hit the daily limit up
Reprinted From: Tencent Micro Securities Mini Program - China Securities Network