Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.

With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.

Securities TimesOct 29 10:07

The first gene therapy CDMO stock cannot break out of the loss "vortex"! HUYA Bio had a net loss of 0.19 billion in the first three quarters.

①He Yuan Biology is still deeply mired in the vortex of losses, with a net loss of 0.19 billion yuan attributable to owners in the first three quarters of this year, a year-on-year decrease of 166.90%, compared to a net loss of 71.0996 million yuan in the same period last year. ②He Yuan Biology revealed that customers are more price sensitive due to limited financing, and the prices of different types of CDMO orders are at historically low levels.

cls.cnOct 24 07:48

Benefiting from the growth in sales of peptide active pharmaceutical ingredients, Neutai Life Sciences' Q3 net income increased by 147%.

Benefiting from significant growth in revenue from polypeptide APIs, Novatek Bio achieved a net income attributable to equity holders of 0.123 billion yuan in Q3, a year-on-year increase of 146.86%, previously expected to have a maximum growth of 180.78%. With the GLP-1 drugs sparking a craze in the weight loss field, coupled with indications for lowering blood sugar, the GLP-1 drug market is rapidly expanding, driving the development of related polypeptide API enterprises.

cls.cnOct 23 08:03

Existing for over 14 years, Yunfeng RMB Fund Phase I may successfully come to an end.

①Shanghai Yunfeng has had a commercial change, with the registered capital reduced from 0.29 billion RMB to 10 million RMB; ②Yunfeng Fund stated that it has currently established five batches of RMB investment funds and four batches of USD investment funds. The settlement of early funds indicates that the company is further optimizing its strategy and portfolio, strengthening the investment layout of subsequent funds.

cls.cnOct 22 17:14

The amount of funds raised for the investment project has been significantly reduced, and Yinoosi has tested the "temperature" of the CRO industry.

①Yinuosi originally planned to raise 1.602 billion yuan, but only raised 0.672 billion yuan in reality, leading to a significant reduction in the investment amount of some fundraising projects and the cancellation of the supplementary flow project. ②Due to the slowdown in investment and financing, china meheco group's research and development expenditure growth rate has also started to slow down, impacting the performance of many upstream CRO companies including Yinuosi.

cls.cnOct 16 15:53

The downstream encountered a cold impact on earnings. Nangmod Biological plans to increase production capacity utilization rate, with overseas as a "key expansion area". | Focus on the earnings conference

①Due to the unfavorable impact of downstream industrial clients' investment and financing, Namo Biotechnology's performance has been under continued pressure in recent years. Chairman Fei Jian revealed that the overall utilization rate of domestic production capacity is close to 80%, and will further improve the capacity utilization rate in the future; ②In the first half of 2024, the proportion of overseas business income has already increased to 14%. Fei Jian openly stated that overseas expansion is a key focus, and in the second half of the year, the overseas business development team will be further optimized.

cls.cnOct 10 17:09