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Chongqing Zhifei Bio Products

Chongqing Zhifei Biological Products Co., Ltd. is a biopharmaceutical company based in Chongqing, China, founded in 2002. It engages in the research, development, production, sale, and distribution of vaccines and biological products in China. Its offerings include a recombinant COVID-19 vaccine, recombinant mycobacterium tuberculosis fusion protein products, group A and C meningococcal polysaccharide vaccine, ACYW135 meningococcal polysaccharide vaccine, Haemophilus influenzae type B conjugate vaccine, mycobacterium injection under the Vaccae brand, and meningococcal group A and C conjugate vaccine. The company also provides cold storage, refrigerated vehicles, cold roll boxes, and customs clearance and registration services for imported vaccines.

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News & notes moving 300122.CS
China
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Nanjing University Environment may see change in actual controller; Ben Chuan Intelligent invests 3 billion yuan to expand high-end PCB capacity

Nanjing University Environment's controlling shareholder plans to transfer no less than 15% of the company's total share capital through public solicitation of transferees by agreement. The completion of the transfer may lead to a change in the company's controlling shareholder and actual controller. Ben Chuan Intelligent plans for the company and its wholly owned subsidiary Zhuhai Shuohong to invest a total of no more than 3 billion yuan to expand high-end PCB capacity in Nanjing and Zhuhai. The Nanjing project has a planned total investment of about 2 billion yuan to build an industrial project with annual output of 1.5 million square meters of AI computing high-multilayer and high-order HDI circuit boards. The Zhuhai project plans to invest no more than 1 billion yuan to implement the Zhuhai Shuohong Phase II multilayer high-end interconnect products South China intelligent manufacturing base project. In addition, Zhifei Biological's controlling subsidiary Chongqing Chen'an Biopharmaceutical Co., Ltd. has had its application for production registration of semaglutide injection accepted by the National Medical Products Administration. Changgao Electric's four subsidiaries won a total of 299 million yuan in State Grid bidding, accounting for 17.96% of the company's 2025 consolidated operating revenue. Zhou Jinyi, a person acting in concert with the controlling shareholder of Asia-Pacific Technology, plans to increase his shareholding in the company by no less than 50 million yuan and no more than 100 million yuan. Guangyi Investment, a person acting in concert with the actual controller of Hangzhou Kelin, plans to increase its shareholding in the company by no less than 25 million yuan and no more than 50 million yuan. Yuwell Medical plans to repurchase company shares worth no less than 200 million yuan and no more than 400 million yuan.
300864.CS · · Neutral Controlling shareholder plans to transfer at least 15% of shares, potentially changing control; outcome and impact unclear.
300964.CS · Capital · Positive Ben Chuan Intelligent plans to invest up to 3 billion yuan to expand high-end PCB capacity in Nanjing and Zhuhai.
002223.CS · Capital · Positive Yuwell Medical plans to repurchase company shares.
002452.CS · Demand · Positive Changgao Electric's four subsidiaries won 299 million yuan in State Grid bidding, 17.96% of 2025 revenue.
002540.CS · Capital · Positive Concert party Zhou Jinyi plans to increase his stake in Asia-Pacific Technology by 50-100 million yuan.
300122.CS · Regulation · Positive Zhifei Biological's subsidiary had its semaglutide injection production registration application accepted by the NMPA.
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China
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Zhifei Biological's Recombinant Rotavirus Vaccine Receives Clinical Trial Approval

Chongqing Zhifei Biological Products announced that its wholly-owned subsidiary, Beijing Zhifei Lvzhu Biopharmaceutical, has received a drug clinical trial approval notice from the National Medical Products Administration for its recombinant rotavirus subunit vaccine produced in E. coli. The approval allows clinical trials to proceed for the prevention of acute gastroenteritis caused by rotavirus infection. The vaccine uses recombinant E. coli technology to produce recombinant VP8 proteins of three genotypes, covering a broad spectrum of globally circulating strains, with features such as more stable and durable immunogenicity. Four oral rotavirus vaccines are already approved for marketing in China, while this vaccine is administered by injection, which is expected to enrich the company's pipeline of vaccines for digestive tract infections. The company stated that this approval will not have a significant impact on near-term performance, and that subsequent clinical trials and market launch remain uncertain.
300122.CS · Technology · Positive Wholly-owned subsidiary received NMPA clinical trial approval for its recombinant rotavirus subunit vaccine, advancing its pipeline.
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China
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Zhifei Biological's influenza vaccine supplementary application accepted, planned to extend to children aged 6-35 months

Chongqing Zhifei Biological Products announced that its wholly-owned subsidiary Anhui Zhifei Longcom Biopharmaceutical has had its self-developed split influenza virus vaccine supplementary application accepted by the National Medical Products Administration, planning to add children aged 6-35 months to the currently approved population of those aged 3 years and above. The vaccine was approved for market in September 2025. If the supplementary application is approved, it will form an influenza vaccine series covering all age groups together with the company's already marketed quadrivalent influenza vaccine and its adjuvanted influenza vaccine under development. The company cautioned that the supplementary application must go through technical review, clinical trial site inspections and other procedures, and that the review progress and outcome are uncertain, with no significant impact on near-term performance.
300122.CS · Regulation · Positive NMPA accepted the supplementary application to extend its split influenza vaccine to children aged 6-35 months, potentially broadening the approved population.
安徽智飞龙科马生物制药有限公司 · Regulation · Positive Its self-developed split influenza virus vaccine's supplementary application was accepted by the NMPA to add children aged 6-35 months.
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China
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Zhifei Biological's Freeze-Dried Human Rabies Vaccine Clinical Trial Application Accepted

Zhifei Biological announced that the freeze-dried human rabies vaccine (ZFB-3 cells) developed by its wholly-owned subsidiary Zhifei Longkema has been accepted for clinical trial application by the National Medical Products Administration. The vaccine uses a self-developed human diploid cell line as the production substrate, theoretically resulting in a lower incidence of adverse reactions and no tumorigenic risk. If progress goes smoothly, it will enrich the company's viral vaccine portfolio, but it will have no significant impact on near-term performance.
300122.CS · Technology · Positive Clinical trial application for its subsidiary's freeze-dried human rabies vaccine accepted by NMPA, advancing its viral vaccine pipeline.
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Biotech & Genomic Medicineimpact 4

Moderna's mRNA cancer vaccine succeeds in Phase III trial, boosting related domestic industry chain stocks

The personalized mRNA cancer vaccine Intismeran, jointly developed by Moderna and Merck, has met its primary endpoint in a Phase III clinical trial, becoming the world's first individualized neoantigen therapy and mRNA cancer treatment to achieve a positive readout in a Phase III randomized controlled study. Boosted by this news, Moderna's stock price surged 176.97 percent in a single day, and China's A-share vaccine sector saw notable movement on August 20, with Kanghua Biological and Zhifei Biological hitting their daily trading limits intraday, and Everest Medicines soaring more than 70 percent at one point. Domestic companies such as Everest Medicines, Kanghua Biological, Zhifei Biological, and MGI Tech have already made arrangements in mRNA technology platforms or underlying sequencing capabilities, but therapeutic vaccine pipelines remain in early stages, with no projects yet advancing to Phase III clinical trials. Industry insiders point out that personalized cancer vaccines involve multiple technical steps including sequencing, neoantigen selection, delivery, and individualized manufacturing. Whether overseas clinical breakthroughs can truly catalyze incremental growth in the domestic industry still depends on subsequent pipeline validation.
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Biotech & Genomic Medicine › mRNA Platforms ▲Technology
MRNA · Technology · Positive Moderna's mRNA cancer vaccine met primary endpoint in Phase III, a breakthrough for its pipeline.
MRK · Technology · Positive Merck's jointly developed mRNA cancer vaccine succeeded in Phase III trial, a major product milestone.
300841.CS · Technology · Positive Moderna's mRNA cancer vaccine success boosts domestic mRNA technology platform stocks, though Kanghua's pipeline is early-stage.
1952.HK · Technology · Neutral Everest Medicines has mRNA platform but early-stage pipeline; impact uncertain.
300122.CS · Technology · Neutral Zhifei Biological has mRNA arrangements but early-stage; impact speculative.
688114.CG · Technology · Neutral MGI Tech has sequencing capabilities relevant to cancer vaccines but no late-stage pipeline.
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China
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Zhifei Biological Subsidiary's Nasal Spray Recombinant RSV Vaccine Clinical Trial Application Accepted

Zhifei Biological's wholly owned subsidiary Zhifei Lvzhu has developed a nasal spray recombinant respiratory syncytial virus vaccine using a chimpanzee adenovirus vector, and its clinical trial application has been accepted by the National Medical Products Administration. The vaccine is intended to prevent lower respiratory tract infections caused by RSV by inducing respiratory mucosal immune responses through nasal immunization, and is expected to offer a novel non-invasive prevention option for high-risk RSV populations. As of the announcement date, no respiratory syncytial virus vaccine has been approved for marketing in China. In the first quarter of 2026, Zhifei Biological achieved revenue of 2.15 billion yuan and a net loss attributable to the parent company of 388 million yuan.
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Biotech & Genomic Medicine › Vaccines (Recombinant & Traditional) ▲Technology
300122.CS · Technology · Positive Clinical trial application for RSV vaccine accepted, a positive R&D milestone.
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Zhifei Biological Plans to Buy Back Shares for 150 Million to 300 Million Yuan

Zhifei Biological announced plans to buy back company shares for 150 million to 300 million yuan, to be used for equity incentives or employee stock ownership plans, with a buyback price not exceeding 18.22 yuan per share.
300122.CS · Capital · Positive Company announces share buyback plan of 150-300 million yuan, signaling confidence and supporting stock price.
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DSBJ Plans 200 Million to 300 Million Yuan Buyback; Multiple Companies Disclose Repurchase and Share Increase Plans

DSBJ announced plans to repurchase shares for 200 million to 300 million yuan, with a buyback price not exceeding 367.04 yuan per share, for employee stock ownership plans or equity incentives. Sanhua Intelligent Controls' controlling shareholder proposed repurchasing A-shares for 200 million to 400 million yuan. Three-Circle Group plans to repurchase shares for 450 million to 900 million yuan. Huayou Cobalt plans to repurchase shares for 600 million to 1 billion yuan. Broad-Ocean Motor terminated its H-share issuance and plans to repurchase shares for 120 million to 160 million yuan. Zhifei Biological plans to repurchase shares for 150 million to 300 million yuan. Puya Semiconductor's controlling shareholder proposed repurchasing shares for 30 million to 50 million yuan. Chunzhong Technology's chairman proposed repurchasing shares for 50 million to 100 million yuan to reduce registered capital. Kedali's controlling shareholder proposed repurchasing shares for 150 million to 300 million yuan. Sany Heavy Industry's chairman proposed repurchasing shares for 400 million to 800 million yuan. On the share increase side, Chuantou Energy's controlling shareholder plans to increase holdings by 200 million to 300 million yuan. China State Construction's controlling shareholder plans to increase holdings by 500 million to 1 billion yuan. Gongda Electroacoustic's controlling shareholder's concert party plans to increase holdings by 150 million to 250 million yuan. In addition, SDIC Power plans to jointly build the Yagen II Hydropower Station with CATL, with a total investment of 33.394 billion yuan. Hangdian Cable plans a private placement to raise no more than 2.88 billion yuan for optical fiber preform and other projects. Dajin Heavy Industry's subsidiary signed a shipbuilding contract worth about 2.1 billion yuan. Xingyun Technology signed a 300 million yuan computing power service contract. Yangdian Technology's wholly-owned subsidiary signed an 860 million yuan computing power service contract. Yushun Electronics' subsidiary signed a 731 million yuan computing power server lease contract. On the performance front, Raycus Laser's first-half net profit rose 117 percent year-on-year. Han's Laser's semi-annual net profit rose 163.47 percent year-on-year. Raytron Technology's first-half net profit is expected to increase by 242 percent to 270 percent. Haozhi Electromechanical's semi-annual net profit rose 267 percent year-on-year.
002050.CS · Capital · Positive Controlling shareholder proposed repurchasing A-shares for 200 million to 400 million yuan, boosting investor sentiment.
002249.CS · Capital · Positive Terminated H-share issuance and plans to repurchase shares for 120 million to 160 million yuan, reducing dilution and supporting price.
002384.CS · Capital · Positive Plans to repurchase shares for 200 million to 300 million yuan for employee stock ownership or equity incentives.
002487.CS · Capital · Positive Subsidiary signed a shipbuilding contract, boosting revenue prospects.
002655.CS · Capital · Positive Controlling shareholder's concert party plans to increase holdings by 150-250 million yuan.
002850.CS · Capital · Positive Controlling shareholder proposed repurchasing shares for 150-300 million yuan.
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