Jinhe Biotechnology(002688) 格隆汇·2025-04-07 05:37Group 1 - The article highlights the significant impact of tariffs on the global market, leading to widespread declines in A-shares, with 5,211 stocks falling and 1,448 hitting the daily limit down [1] - Amidst the market downturn, only a few concept stocks related to export countermeasures and domestic substitution showed resilience [1] Group 2 - Jinhe Biological has achieved a limit-up increase, marking its fourth limit-up in seven days, with a stock price of 6.53 yuan per share and a total market capitalization of 5.038 billion yuan [2] - The trading volume for the limit-up was 131 million yuan, with the highest order amounting to 3.114 billion yuan [2] Group 3 - Other stocks related to Jinhe Biological's product, such as Meino Biological and Weilan Biological, also experienced gains, with Meino achieving two consecutive limit-ups and Weilan reaching a limit-up at one point [3] Group 4 - In response to the high tariffs imposed by the U.S. government, Jinhe Biological announced plans to increase the sales price of its premixed products in the U.S. market to ensure product quality and service, aiming for greater profit margins [4] - Jinhe Biological is a major global supplier of the antibiotic product, with the U.S. being a significant market that relies heavily on imports, as it has no large-scale domestic manufacturers [5] Group 5 - Jinhe Biological holds a strong market position with an annual production capacity of 55,000 tons and a global market share of approximately 50%, allowing it to leverage pricing power to enhance profits [5] - The company is expected to benefit from the tariff increase, which could lead to high revenue growth [5] Group 6 - After three years of decline, Jinhe Biological's performance has improved over the past two years, with net profits showing a positive trend in 2023 [6] - In the first three quarters of the previous year, the company reported revenue of 1.657 billion yuan, a year-on-year increase of 5.57%, and a net profit of 114 million yuan, up 10.38% [7] Group 7 - The company is projected to release its annual report for 2024 and the first quarter of 2025 on April 26 [7] - Future performance is expected to improve due to increased penetration of chemical products and the gradual release of vaccine products, with projected EPS for 2025 and 2026 being 0.24 yuan and 0.30 yuan, respectively [7]