← Gansu Longshenrongfa Pharmaceutical Industry overview

Gansu Longshenrongfa Pharmaceutical Industry vs Sichuan Kelun Pharmaceutical: why the prices moved differently

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

Gansu Longshenrongfa Pharmaceutical Industry Co Ltd (300534.CS)

Q3 2026
▲2▼2

Policy Boost Fades as Profit Slump and Drug Setback Weigh

  • TCM policy tailwind The State Council approved the 15th Five-Year Plan for Traditional Chinese Medicine, a sector-wide boost that sent Longshen Rongfa up 20% on July 13 and again on July 20. This policy support improves the outlook for TCM companies, but the initial price spike may already reflect much of the news.

    This is the main positive force behind the stock's early-period surge.

  • Interim profit drops 40.67% Longshen Rongfa's 2026 interim net profit fell 40.67% year on year to 13.71 million yuan, with revenue down 30.96%. This weak financial performance is a major negative for the stock, as it shows the company's core business is struggling despite policy support.

    This is the most important company-specific negative news that directly impacts valuation.

  • Macao registration for key product Longshen Rongfa's flagship Yuanhu Zhitong Dripping Pills received a Macao registration certificate, allowing sales in Macao and expanding overseas business. While the company says it won't significantly impact near-term performance, it enhances brand and market competitiveness, a modest positive.

    This is a new positive development that could support long-term growth.

  • Drug application not approved Longshen Rongfa's controlling subsidiary's marketing application for brexpiprazole oral dissolving film was not approved. This regulatory setback removes a potential new revenue source and adds uncertainty to the company's product pipeline, weighing on sentiment.

    This is a new negative event that directly affects the company's future prospects.

August 2026
▲2▼2

Policy Boost Fades as Profit Slump and Drug Setback Weigh

  • TCM policy tailwind The State Council approved the 15th Five-Year Plan for Traditional Chinese Medicine, a sector-wide boost that sent Longshen Rongfa up 20% on July 13 and again on July 20. This policy support improves the outlook for TCM companies, but the initial price spike may already reflect much of the news.

    This is the main positive force behind the stock's early-period surge.

  • Interim profit drops 40.67% Longshen Rongfa's 2026 interim net profit fell 40.67% year on year to 13.71 million yuan, with revenue down 30.96%. This weak financial performance is a major negative for the stock, as it shows the company's core business is struggling despite policy support.

    This is the most important company-specific negative news that directly impacts valuation.

  • Macao registration for key product Longshen Rongfa's flagship Yuanhu Zhitong Dripping Pills received a Macao registration certificate, allowing sales in Macao and expanding overseas business. While the company says it won't significantly impact near-term performance, it enhances brand and market competitiveness, a modest positive.

    This is a new positive development that could support long-term growth.

  • Drug application not approved Longshen Rongfa's controlling subsidiary's marketing application for brexpiprazole oral dissolving film was not approved. This regulatory setback removes a potential new revenue source and adds uncertainty to the company's product pipeline, weighing on sentiment.

    This is a new negative event that directly affects the company's future prospects.

Latest
▲2▼2

Policy Boost Fades as Profit Slump and Drug Setback Weigh

  • TCM policy tailwind The State Council approved the 15th Five-Year Plan for Traditional Chinese Medicine, a sector-wide boost that sent Longshen Rongfa up 20% on July 13 and again on July 20. This policy support improves the outlook for TCM companies, but the initial price spike may already reflect much of the news.

    This is the main positive force behind the stock's early-period surge.

  • Interim profit drops 40.67% Longshen Rongfa's 2026 interim net profit fell 40.67% year on year to 13.71 million yuan, with revenue down 30.96%. This weak financial performance is a major negative for the stock, as it shows the company's core business is struggling despite policy support.

    This is the most important company-specific negative news that directly impacts valuation.

  • Macao registration for key product Longshen Rongfa's flagship Yuanhu Zhitong Dripping Pills received a Macao registration certificate, allowing sales in Macao and expanding overseas business. While the company says it won't significantly impact near-term performance, it enhances brand and market competitiveness, a modest positive.

    This is a new positive development that could support long-term growth.

  • Drug application not approved Longshen Rongfa's controlling subsidiary's marketing application for brexpiprazole oral dissolving film was not approved. This regulatory setback removes a potential new revenue source and adds uncertainty to the company's product pipeline, weighing on sentiment.

    This is a new negative event that directly affects the company's future prospects.

Sichuan Kelun Pharmaceutical Co Ltd (002422.CS)

Q3 2026
▲3▼1

Kelun's profit rises on drug wins and buybacks, but bribery claim and pledges weigh

  • New ADC drug enters clinical trials A Kelun subsidiary won Chinese approval to start human testing of SKB565, a new dual-payload ADC for advanced solid tumors. It is the first of its kind from Kelun Biotech, and success could add a valuable future growth engine, though it is years from sales.

    Shows pipeline progress that can lift long-term growth expectations for the stock.

  • National procurement wins boost sales outlook Kelun and its units won tentative selection for more than ten products in China's 12th national bulk-buy drug round, including heart and cancer medicines. Winning means guaranteed hospital sales volumes, supporting revenue even if prices are lower.

    Directly increases expected product demand and market share, a core earnings driver.

  • Profit grows and dividend plus buyback support stock First-half net profit rose 12.7% to 1.128 billion yuan, with second-quarter profit up 48% from the prior quarter, despite slightly lower revenue. The company also plans a cash dividend and has been buying back shares, signaling confidence and returning cash to holders.

    Earnings growth and shareholder returns are the main fundamental supports for the share price.

  • Bribery claim and owner pledges create risk A whistleblower letter alleged commercial bribery tied to a key Kelun drug; the subsidiary denies it and threatens legal action. Separately, controlling shareholder Liu Gexin added to pledged shares for personal funding. Both raise uncertainty and could pressure the stock if they worsen.

    These are the main counterweights that could hurt sentiment and valuation.

September 2026
▲3▼1

Kelun's profit rises on drug wins and buybacks, but bribery claim and pledges weigh

  • New ADC drug enters clinical trials A Kelun subsidiary won Chinese approval to start human testing of SKB565, a new dual-payload ADC for advanced solid tumors. It is the first of its kind from Kelun Biotech, and success could add a valuable future growth engine, though it is years from sales.

    Shows pipeline progress that can lift long-term growth expectations for the stock.

  • National procurement wins boost sales outlook Kelun and its units won tentative selection for more than ten products in China's 12th national bulk-buy drug round, including heart and cancer medicines. Winning means guaranteed hospital sales volumes, supporting revenue even if prices are lower.

    Directly increases expected product demand and market share, a core earnings driver.

  • Profit grows and dividend plus buyback support stock First-half net profit rose 12.7% to 1.128 billion yuan, with second-quarter profit up 48% from the prior quarter, despite slightly lower revenue. The company also plans a cash dividend and has been buying back shares, signaling confidence and returning cash to holders.

    Earnings growth and shareholder returns are the main fundamental supports for the share price.

  • Bribery claim and owner pledges create risk A whistleblower letter alleged commercial bribery tied to a key Kelun drug; the subsidiary denies it and threatens legal action. Separately, controlling shareholder Liu Gexin added to pledged shares for personal funding. Both raise uncertainty and could pressure the stock if they worsen.

    These are the main counterweights that could hurt sentiment and valuation.

Latest
▲3▼1

Kelun's profit rises on drug wins and buybacks, but bribery claim and pledges weigh

  • New ADC drug enters clinical trials A Kelun subsidiary won Chinese approval to start human testing of SKB565, a new dual-payload ADC for advanced solid tumors. It is the first of its kind from Kelun Biotech, and success could add a valuable future growth engine, though it is years from sales.

    Shows pipeline progress that can lift long-term growth expectations for the stock.

  • National procurement wins boost sales outlook Kelun and its units won tentative selection for more than ten products in China's 12th national bulk-buy drug round, including heart and cancer medicines. Winning means guaranteed hospital sales volumes, supporting revenue even if prices are lower.

    Directly increases expected product demand and market share, a core earnings driver.

  • Profit grows and dividend plus buyback support stock First-half net profit rose 12.7% to 1.128 billion yuan, with second-quarter profit up 48% from the prior quarter, despite slightly lower revenue. The company also plans a cash dividend and has been buying back shares, signaling confidence and returning cash to holders.

    Earnings growth and shareholder returns are the main fundamental supports for the share price.

  • Bribery claim and owner pledges create risk A whistleblower letter alleged commercial bribery tied to a key Kelun drug; the subsidiary denies it and threatens legal action. Separately, controlling shareholder Liu Gexin added to pledged shares for personal funding. Both raise uncertainty and could pressure the stock if they worsen.

    These are the main counterweights that could hurt sentiment and valuation.