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AlaricX
价值投资,财务自由
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AlaricX
AlaricX
·
10-31
中了两签 [开心]
@哈哈斌668:
$明略科技-W(02718)$ 你们 中了吗
$明略科技-W(02718)$ 你们 中了吗
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AlaricX
AlaricX
·
10-31
Replying to
@zuanfan
:10万出头,这个月中了三次 [开心] [开心] [开心]//
@zuanfan
:20万本金 每次10倍杠杆 这个月没中过
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AlaricX
AlaricX
·
10-30
$明略科技-W(02718)$
中了一签[开心] [开心] [开心]
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AlaricX
AlaricX
·
10-03
$西普尼(02583)$
侥幸侥幸182出了[开心] [开心] [开心]
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AlaricX
AlaricX
·
09-26
三中一路过
@无名_2557:
$西普尼(02583)$ 股友,谁是一中一?
$西普尼(02583)$ 股友,谁是一中一?
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AlaricX
AlaricX
·
09-26
$西普尼(02583)$
夸张3中1
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AlaricX
AlaricX
·
09-12
55美刀
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AlaricX
AlaricX
·
07-28
中慧元通港股预计本周四开始申购
中慧元通港股上市全面分析:核心技术优势与单一产品风险的平衡之道江苏中慧元通生物科技股份有限公司(以下简称“中慧生物”)于2025年7月24日再次向港交所递交上市申请,这是继2025年1月首次申报失效后的又一次尝试。作为一家专注于人用疫苗研发的生物科技企业,中慧生物此次冲刺港股市场引发行业广泛关注。本报告将深入剖析该公司港股上市的优缺点,从核心技术优势、产品管线布局、财务健康状况、市场竞争格局以及资本路径选择等多维度进行全面评估。通过分析我们发现,中慧生物虽凭借独家四价流感亚单位疫苗**实现商业化突破,但其过度依赖单一产品、高退货率及持续亏损等问题构成了上市过程中的显著挑战。在港股18A章允许未盈利生物科技公司上市的规则下,中慧生物能否展现足够的成长潜力和风险管理能力,将是投资者决策的关键考量。 1 核心优势分析 中慧生物若能成功登陆港股,将获得一系列战略发展优势,这些优势主要源于其独特的技术平台和产品管线布局,同时也与港股市场的特性密切相关。技术独特性与先发优势:中慧生物的核心产品“慧尔康欣”(四价流感病毒亚单位疫苗)具有显著的技术领先地位和市场稀缺性。该产品作为中国首款且目前唯一获批的四价流感病毒亚单位疫苗,代表了传统裂解疫苗技术的重大升级。与传统裂解疫苗相比,亚单位疫苗通过纯化抗原技术,保留了高免疫原性的血凝素(HA)和神经氨酸酶(NA)蛋白,去除了病毒内部其他非必需成分,从而显著提高了产品纯度,同时降低了不良反应风险。这一技术优势使中慧生物在高端疫苗市场建立了差异化竞争壁垒,为其在港股投资者面前赢得了独特的技术叙事。根据招股书披露,该产品定价高达319元/针,较传统裂解疫苗存在明显溢价,体现了市场对其技术价值的认可。研发管线价值与扩展潜力:中慧生物的产品管线布局
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中慧元通港股预计本周四开始申购
AlaricX
AlaricX
·
07-24
$维立志博-B(09887)$
昨天 $维立志博-B(09887)$ 中签结果出炉!甲组30000股才中一手,也就是申购300手稳中一手,甲尾中签2~3手,乙头中签1~2手,顶头中签16手,一手也才3500,甲尾优于乙头。7月23日,沪深两融数据显示,港股创新药ETF获融资买入额1.45亿元,居两市第200位,当日融资偿还额-0.26亿元,净买入1.71亿元。最近三个交易日,21日-23日,港股创新药ETF分别获融资买入0.91亿元、1.50亿元、1.45亿元。融券方面,当日融券卖出0.00万股,净卖出0.00万股。最近创新药涨势不错,甲尾中了300股,目测今天暗盘可以吃肉[开心] [开心] [开心]
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AlaricX
AlaricX
·
07-23
$维立志博-B(09887)$
甲尾心满意足了[开心] [开心] [开心]
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中慧元通港股上市全面分析:核心技术优势与单一产品风险的平衡之道江苏中慧元通生物科技股份有限公司(以下简称“中慧生物”)于2025年7月24日再次向港交所递交上市申请,这是继2025年1月首次申报失效后的又一次尝试。作为一家专注于人用疫苗研发的生物科技企业,中慧生物此次冲刺港股市场引发行业广泛关注。本报告将深入剖析该公司港股上市的优缺点,从核心技术优势、产品管线布局、财务健康状况、市场竞争格局以及资本路径选择等多维度进行全面评估。通过分析我们发现,中慧生物虽凭借独家四价流感亚单位疫苗**实现商业化突破,但其过度依赖单一产品、高退货率及持续亏损等问题构成了上市过程中的显著挑战。在港股18A章允许未盈利生物科技公司上市的规则下,中慧生物能否展现足够的成长潜力和风险管理能力,将是投资者决策的关键考量。 1 核心优势分析 中慧生物若能成功登陆港股,将获得一系列战略发展优势,这些优势主要源于其独特的技术平台和产品管线布局,同时也与港股市场的特性密切相关。技术独特性与先发优势:中慧生物的核心产品“慧尔康欣”(四价流感病毒亚单位疫苗)具有显著的技术领先地位和市场稀缺性。该产品作为中国首款且目前唯一获批的四价流感病毒亚单位疫苗,代表了传统裂解疫苗技术的重大升级。与传统裂解疫苗相比,亚单位疫苗通过纯化抗原技术,保留了高免疫原性的血凝素(HA)和神经氨酸酶(NA)蛋白,去除了病毒内部其他非必需成分,从而显著提高了产品纯度,同时降低了不良反应风险。这一技术优势使中慧生物在高端疫苗市场建立了差异化竞争壁垒,为其在港股投资者面前赢得了独特的技术叙事。根据招股书披露,该产品定价高达319元/针,较传统裂解疫苗存在明显溢价,体现了市场对其技术价值的认可。研发管线价值与扩展潜力:中慧生物的产品管线布局","listText":" 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中慧生物若能成功登陆港股,将获得一系列战略发展优势,这些优势主要源于其独特的技术平台和产品管线布局,同时也与港股市场的特性密切相关。技术独特性与先发优势:中慧生物的核心产品“慧尔康欣”(四价流感病毒亚单位疫苗)具有显著的技术领先地位和市场稀缺性。该产品作为中国首款且目前唯一获批的四价流感病毒亚单位疫苗,代表了传统裂解疫苗技术的重大升级。与传统裂解疫苗相比,亚单位疫苗通过纯化抗原技术,保留了高免疫原性的血凝素(HA)和神经氨酸酶(NA)蛋白,去除了病毒内部其他非必需成分,从而显著提高了产品纯度,同时降低了不良反应风险。这一技术优势使中慧生物在高端疫苗市场建立了差异化竞争壁垒,为其在港股投资者面前赢得了独特的技术叙事。根据招股书披露,该产品定价高达319元/针,较传统裂解疫苗存在明显溢价,体现了市场对其技术价值的认可。研发管线价值与扩展潜力:中慧生物的产品管线布局","text":"中慧元通港股上市全面分析:核心技术优势与单一产品风险的平衡之道江苏中慧元通生物科技股份有限公司(以下简称“中慧生物”)于2025年7月24日再次向港交所递交上市申请,这是继2025年1月首次申报失效后的又一次尝试。作为一家专注于人用疫苗研发的生物科技企业,中慧生物此次冲刺港股市场引发行业广泛关注。本报告将深入剖析该公司港股上市的优缺点,从核心技术优势、产品管线布局、财务健康状况、市场竞争格局以及资本路径选择等多维度进行全面评估。通过分析我们发现,中慧生物虽凭借独家四价流感亚单位疫苗**实现商业化突破,但其过度依赖单一产品、高退货率及持续亏损等问题构成了上市过程中的显著挑战。在港股18A章允许未盈利生物科技公司上市的规则下,中慧生物能否展现足够的成长潜力和风险管理能力,将是投资者决策的关键考量。 1 核心优势分析 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中签结果出炉!甲组30000股才中一手,也就是申购300手稳中一手,甲尾中签2~3手,乙头中签1~2手,顶头中签16手,一手也才3500,甲尾优于乙头。7月23日,沪深两融数据显示,港股创新药ETF获融资买入额1.45亿元,居两市第200位,当日融资偿还额-0.26亿元,净买入1.71亿元。最近三个交易日,21日-23日,港股创新药ETF分别获融资买入0.91亿元、1.50亿元、1.45亿元。融券方面,当日融券卖出0.00万股,净卖出0.00万股。最近创新药涨势不错,甲尾中了300股,目测今天暗盘可以吃肉[开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/aeb8c367685d6865075a1b438be15605","width":"531","height":"663"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459935596650920","isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":459661530042664,"gmtCreate":1753259182147,"gmtModify":1753259193508,"author":{"id":"3585489235515186","authorId":"3585489235515186","name":"AlaricX","avatar":"https://static.tigerbbs.com/c2ae5aa3e74a284e919e7e6a213ce77d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585489235515186","authorIdStr":"3585489235515186"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$ </a> 甲尾心满意足了[开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$ </a> 甲尾心满意足了[开心] [开心] [开心] ","text":"$维立志博-B(09887)$ 甲尾心满意足了[开心] [开心] 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