HOB Biotech Group Corp Ltd

The Ministry of Industry and Information Technology and nine other ministries jointly released the 15th Five-Year Plan for the Development of the Pharmaceutical Industry, explicitly positioning biomedicine as a national emerging pillar industry and setting quantitative targets including revenue of pharmaceutical enterprises above designated size exceeding 3.5 trillion yuan by 2030 and average annual growth of the innovative drug industry above 20 percent. The National Medical Products Administration recently issued the world's first medical device standard for AI-based EEG brain-computer interface data, marking a new stage of standardized regulation for the integration of AI and medical hardware. At the industry level, the pace of Chinese innovative drugs going overseas has accelerated further this year, with total out-licensing transaction value exceeding 120 billion US dollars, up 36 percent year on year, of which upfront payments exceeded 10 billion US dollars. Huayuan Securities research notes point out that the policy environment for innovative drugs has improved on both the approval and payment sides, clinical CRO demand continues to recover, and the market is expected to keep expanding. Driven by this, as of 10:06 on September 23, 2026, the underlying index of Penghua STAR Market Pharmaceutical ETF, the SSE STAR Market Biomedical Index, rose 1.28 percent, with constituent stocks HOB Biotech up 20.00 percent, Medicilon up 7.62 percent, and Haoyuan Chemexpress up 7.24 percent; the underlying index of Penghua Vaccine ETF, the CNI Vaccine and Biotechnology Index, rose 1.13 percent.

HOB Biotech released its 2026 interim report on August 18, 2026. The company's total operating revenue was 196 million yuan, net profit attributable to the parent company was 16.6776 million yuan, and net cash inflow from operating activities was 37.2862 million yuan. The company's latest asset-liability ratio was 9.29%, gross margin was 60.34%, ROE was 2.01%, and diluted earnings per share was 0.27 yuan. The company's latest total asset turnover was 0.21 times, and inventory turnover was 0.73 times. The number of shareholders was 3,509, and the top ten shareholders held 48.9519 million shares, accounting for 77.07% of the total share capital.

HOB Biotech's wholly-owned subsidiary, Hunan HOB Biotech Pharmaceutical Co., Ltd., has recently obtained seven medical device registration certificates approved by the Hunan Medical Products Administration. The products include allergen-specific IgE antibody detection kits for nut mix FX28, mold mix MX14, tree mix TX1, seafood mix FX3, fruit mix FX30, and grass mix WX1, as well as a Blomia tropicalis allergen-specific IgE antibody assay kit. All use magnetic particle chemiluminescence and are intended for auxiliary diagnosis of allergies. These new certificates enrich the company's chemiluminescence platform testing menu and help enhance market competitiveness, though actual sales will depend on future market expansion efforts.