This is the highlight: International cooperation with Merck enhances marketing and R&D capabilities. Due to the high incidence of disease, the rotavirus vaccine market has significant potential. Following the signing of the "Market Promotion Service Agreement" on April 25, 2011, the company reached a preliminary agreement with U.S.-based Merck to expand cooperation in areas including the rotavirus vaccine (pentavalent rotavirus vaccine), respiratory syncytial virus vaccine (RSV), and other projects. A "Cooperation Memorandum" was formed and reviewed by the company's board of directors, taking effect on February 6, 2012. The reporter found through research that Merck's pentavalent rotavirus vaccine has received pre-certification from the World Health Organization and has been approved for marketing in 87 countries worldwide.
Currently, the domestic market prospects for the pentavalent rotavirus vaccine are broad. Additionally, competition in the domestic rotavirus vaccine market is relatively low. The monovalent vaccine currently supplied in the domestic market may gradually be replaced by the pentavalent rotavirus vaccine in the future. The company's R&D product positioning focuses on new vaccines with large market potential and high returns, which will fill market gaps in the future. According to the company's announcement, from January to September 2011, operating revenue was 457 million yuan, down 3.3% year-on-year, while net profit was 129 million yuan, down 25.5% year-on-year. It is estimated that the net profit for 2011 will decrease by 20% to 30% year-on-year.
Data shows that as of September 30, 2011, the number of shares held by new shareholders among the top ten circulating shareholders was 30.6987 million shares, accounting for approximately 45.22% of the circulating shares. Among them, Wu Guanjiang holds 26.1 million newly purchased shares, ranking first among the top ten circulating shareholders. In addition, the Penghua China 50 Open-end Fund, Yifangda Healthcare Industry Fund, Haitong Healthcare Fund, and TEDA Macroeconomic Value Optimized Growth Industry Fund collectively hold 4.2716 million shares.
Neusoft Carrier (300183, closing price 55.46 yuan) Highlight: Strong demand + relatively monopolistic technological advantage. Recently, the State Grid Corporation announced the list of successful bidders for the fifth batch of electricity meter centralized scale bidding procurement in 2011. This tender involved a total of 16.71 million electricity meters. Major customers of the company, such as Samsung Electric, Lin Yang Electronics, Ke Lu Electronics, and Hao Ning Da, all won bids. The four companies collectively won bids for about 3.61 million electricity meters, accounting for approximately 21.61%, of which smart meters accounted for about 85%. Some institutions estimate that this tender alone will bring the company approximately 114 million yuan in revenue, representing a year-on-year growth rate of 75%, and it is expected to be delivered and collected in the first quarter of 2012.