Shanghai RAAS Blood Products vs Haemonetics: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Shanghai RAAS Blood Products Co Ltd Class A (002252.CS)

Q3 202622 Jul – 9 Oct 2026

▲2▼2

RAAS profit slumps, but pipeline and buyback offer support

First-half profit and revenue fall sharply First-half revenue fell 18.79% and net profit dropped 35.8% from a year earlier, with no dividend paid. The whole blood-products industry was weak, and the company carries 8.2 billion yuan of goodwill from past deals, which could hurt earnings if business stays soft.
This is the main force pushing the stock down, showing weaker earnings and balance-sheet risk.
New drug pipeline advances toward market A Phase II trial started for SR604, a first-in-class hemophilia antibody, and it has now entered Phase III. A Protein C trial application was also accepted. These could widen the product line and improve plasma use, though no revenue yet.
Pipeline progress is the main positive driver that could lift future growth and investor sentiment.
Company buys back its own shares RAAS repurchased 17 million shares for about 85.7 million yuan, roughly 0.26% of total shares. Buybacks reduce shares outstanding and signal management sees value, giving some support to the stock price.
The buyback is a concrete capital action that supports the share price.
CFO departure adds uncertainty Chief financial officer Chen Leqi resigned for personal reasons and was replaced by Jiang Lan, who spent over twenty years in the Haier system. A finance chief change during weak results can worry investors about internal stability.
Leadership change at the finance helm is a real counterweight to the positive pipeline news.

August 202622 Jul – 9 Oct 2026

▲2▼2

RAAS profit slumps, but pipeline and buyback offer support

First-half profit and revenue fall sharply First-half revenue fell 18.79% and net profit dropped 35.8% from a year earlier, with no dividend paid. The whole blood-products industry was weak, and the company carries 8.2 billion yuan of goodwill from past deals, which could hurt earnings if business stays soft.
This is the main force pushing the stock down, showing weaker earnings and balance-sheet risk.
New drug pipeline advances toward market A Phase II trial started for SR604, a first-in-class hemophilia antibody, and it has now entered Phase III. A Protein C trial application was also accepted. These could widen the product line and improve plasma use, though no revenue yet.
Pipeline progress is the main positive driver that could lift future growth and investor sentiment.
Company buys back its own shares RAAS repurchased 17 million shares for about 85.7 million yuan, roughly 0.26% of total shares. Buybacks reduce shares outstanding and signal management sees value, giving some support to the stock price.
The buyback is a concrete capital action that supports the share price.
CFO departure adds uncertainty Chief financial officer Chen Leqi resigned for personal reasons and was replaced by Jiang Lan, who spent over twenty years in the Haier system. A finance chief change during weak results can worry investors about internal stability.
Leadership change at the finance helm is a real counterweight to the positive pipeline news.

Latest22 Jul – 9 Oct 2026

▲2▼2

RAAS profit slumps, but pipeline and buyback offer support

First-half profit and revenue fall sharply First-half revenue fell 18.79% and net profit dropped 35.8% from a year earlier, with no dividend paid. The whole blood-products industry was weak, and the company carries 8.2 billion yuan of goodwill from past deals, which could hurt earnings if business stays soft.
This is the main force pushing the stock down, showing weaker earnings and balance-sheet risk.
New drug pipeline advances toward market A Phase II trial started for SR604, a first-in-class hemophilia antibody, and it has now entered Phase III. A Protein C trial application was also accepted. These could widen the product line and improve plasma use, though no revenue yet.
Pipeline progress is the main positive driver that could lift future growth and investor sentiment.
Company buys back its own shares RAAS repurchased 17 million shares for about 85.7 million yuan, roughly 0.26% of total shares. Buybacks reduce shares outstanding and signal management sees value, giving some support to the stock price.
The buyback is a concrete capital action that supports the share price.
CFO departure adds uncertainty Chief financial officer Chen Leqi resigned for personal reasons and was replaced by Jiang Lan, who spent over twenty years in the Haier system. A finance chief change during weak results can worry investors about internal stability.
Leadership change at the finance helm is a real counterweight to the positive pipeline news.

Haemonetics Corporation (HAE)

Q3 202628 Jul – 8 Oct 2026

▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.
This is the biggest new development, directly driving the stock's recent jump and future growth prospects.
BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.
This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.
Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.
This is a new earnings report that directly affects investor expectations for future profits.
New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.
This is a new governance change that could improve strategic direction, though its impact is longer-term.

September 202628 Jul – 8 Oct 2026

▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.
This is the biggest new development, directly driving the stock's recent jump and future growth prospects.
BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.
This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.
Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.
This is a new earnings report that directly affects investor expectations for future profits.
New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.
This is a new governance change that could improve strategic direction, though its impact is longer-term.

Latest28 Jul – 8 Oct 2026

▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.
This is the biggest new development, directly driving the stock's recent jump and future growth prospects.
BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.
This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.
Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.
This is a new earnings report that directly affects investor expectations for future profits.
New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.
This is a new governance change that could improve strategic direction, though its impact is longer-term.