According to the GLONGHUI July 3 | Huaxi Securities Research Report on the 2nd, Tyne Kang (301263.SZ) acquired Thailand's complete production technology to solve production capacity bottlenecks, adding new driving force to future performance growth. After the transaction is completed, it will have two effects: 1. In the short term, the company is expected to lead the production of “He Gastrointestinal Pills” by Li Wanshan in Thailand and resolve production capacity bottlenecks. It is expected that production volume of stomach and intestinal pills will be released in the second half of the year. Sales are expected to no longer be affected by production capacity bottlenecks, and annual sales are expected to exceed original expectations. 2. In the medium to long term, “He Gastrointestinal Pills” will become the company's own OTC drug. In the future, with the implementation of domestic drug registration certificates and production, the production capacity of “He Gastrointestinal Pills” will further increase. The company is expected to further increase its sales efforts and promotion areas. It is expected that the profit margin of Hestomach and Intestine Pills will continue to increase, becoming one of the driving forces for the company's future performance growth. Maintain a “buy” rating.
研报掘金丨华西证券:泰恩康收购泰国和胃全套生产技术解决产能瓶颈,未来增长新添驱动力
Research Report Nugge丨Huaxi Securities: Taiencang Acquires Thailand's Complete Set of Production Technology to Solve Production Capacity Bottlenecks, Adding New Driving Force to Future Growth
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