Luoxin Pharmaceuticals Group Stock Co Ltd

Luoxin Pharmaceutical released its 2026 interim report on August 21, 2026. Total operating revenue was 1.147 billion yuan, net profit attributable to the parent company was 49.93 million yuan, and net cash inflow from operating activities was 310 million yuan. The latest asset-liability ratio was 66.72 percent, up 4.79 percentage points from the same period last year. The latest gross margin was 60.53 percent, down 0.48 percentage points from the previous quarter. The latest return on equity was 4.43 percent, and diluted earnings per share was 0.05 yuan. The latest total asset turnover was 0.31 times, and the latest inventory turnover was 1.31 times. The number of shareholders was 35,000, and the top ten shareholders held 555 million shares, accounting for 51.03 percent of total share capital.

Luoxin Pharmaceutical disclosed its 2026 semi-annual report, with net profit attributable to shareholders of the listed company up 182.19% year on year. During the period, the company achieved operating revenue of 1.147 billion yuan, up 6.52% year on year; net profit attributable to shareholders of the listed company was 49.9341 million yuan.

On August 4, major A-share indices opened collectively higher. The innovative drug concept continued to climb, with the CXO segment leading the gains. WuXi AppTec surged in a straight line to hit its daily limit-up, and Asymchem, Luoxin Pharmaceuticals, Jimin Health, and Harbin Medisan also hit limit-up. In terms of news, WuXi AppTec released its 2026 half-year report, with first-half revenue of 28.9 billion yuan, up 38.9 percent year-on-year, and attributable net profit exceeding 10 billion yuan for the first time in a first half, reaching 11.08 billion yuan, up 29.43 percent year-on-year. The company raised its full-year 2026 performance guidance across the board, lifting expected total revenue from a range of 51.3 billion to 53 billion yuan to a range of 58.5 billion to 60.5 billion yuan. The computing power leasing concept was repeatedly active, with QingCloud Technologies hitting the 20 percent limit-up and Meili Cloud achieving a three-day winning streak. Data from the China Academy of Information and Communications Technology showed that domestic AI computing power demand surged 417 percent year-on-year in the first quarter of 2026, while effective supply grew only 128 percent, widening the supply-demand gap. The nuclear power sector also strengthened, with LBT hitting a two-day winning streak. In terms of news, the National Development and Reform Commission and the National Energy Administration issued the 15th Five-Year Plan for New Power System Construction, proposing to promote large-scale nuclear power construction, with installed nuclear power capacity reaching approximately 110 million kilowatts by 2030.

Luoxin Pharmaceutical issued an announcement, expecting net profit attributable to the parent for the first half of 2026 to be between 49 million yuan and 51 million yuan, a year-on-year increase of 176.91% to 188.22%. Net profit after deducting non-recurring items is expected to be between 30 million yuan and 32 million yuan, a year-on-year increase of 1203.97% to 1290.90%. The profit growth is mainly due to the core innovative drug Tegoprazan tablets entering a deeper commercialization phase with rapid sales revenue growth, as well as investment income recognized from the disposal of a 20% stake in Luoxin Anruo Vita Pharmaceutical Chengdu Company Limited. In addition, after the disposal of equity in Shandong Lekang Pharmaceutical Company Limited, related losses will no longer affect operating performance. In the first quarter of 2026, the company achieved revenue of 583 million yuan and net profit attributable to the parent of 24.15 million yuan.

Innovative drug concept stocks were repeatedly active on July 6, with multiple stocks including Gan & Lee Pharmaceuticals, Huahai Pharmaceutical, and Luoxin Pharmaceutical hitting their daily limit up. The most direct catalyst for this rally came from the Comprehensive Department of the National Medical Products Administration soliciting public opinions on optimizing the review and approval of cell and gene therapy drugs, proposing to include eligible related drugs into a 30-day review and approval channel. On the fundamental side, according to PharmaCube statistics, the total out-licensing amount for Chinese innovative drugs in the first half of 2026 reached 99.7 billion US dollars, about twice the full-year figure for 2024 and close to 73 percent of the full-year scale for 2025. Institutions generally believe that the valuation of the innovative drug sector has become attractive, and suggest positioning around targets with clear overseas clinical milestones and leading technology platforms, but the trend of individual stock divergence will continue.