Detailed Analysis of TEYI Pharmaceutical Group Co Ltd (002728)
1. Trading Activity on 5 November 2025
- Net inflow of institutional capital: 51.312 million CNY, representing a 4.04 % price increase for the day.
- Net inflow ratio (net inflow ÷ free‑float shares) was 1.15 %.
- Ranking among all stocks: 98th out of 5 165 listed companies in terms of net inflow magnitude, indicating relatively strong investor interest.
2. Impact of Influenza‑Related Market Sentiment
- On 4 November 2025, the Chinese Center for Disease Control released a weekly influenza monitoring report stating that influenza remains the main pathogen of acute respiratory infections in China for the current winter–spring season.
- The report triggered a partial rally in the influenza‑concept sector:
- Hua Lan Vaccine up more than 10 %.
- Other influenza‑related stocks, including TEYI Pharmaceutical, saw a rapid increase in price.
- The influenza theme’s momentum likely contributed to the institutional inflow recorded on 5 November.
3. Shareholder‑Level Trading on 3 November 2025
- Shenzhen Stock Connect participated in the daily “龙虎榜” (top‑traded list) for 11 stocks on 3 November.
- TEYI Pharmaceutical was among the net sell‑side stocks, with a net outflow of 2.727 million CNY and a 2.73 % price rise on that day.
- The net sell‑side figure suggests that some institutional investors were taking profits or reallocating positions before the 5 November inflow.
4. Corporate Developments in Hainan
- TEYI Pharmaceutical confirmed that it owns two wholly‑owned subsidiaries in Hainan:
- Hai Li Pharmaceutical – a production base.
- Hai Li Doctor Pharmaceutical – a product marketing and distribution platform.
- These subsidiaries are registered in Haikou City and form the core of the company’s presence in the Hainan Free Trade Port.
- The company is actively studying and aligning with the port’s special policies that support the entire biopharmaceutical chain (R&D, manufacturing, and industrial upgrading).
- No specific expansion plan has yet been disclosed, but the company signals readiness to integrate policy benefits into its long‑term strategy.
5. Fundamental Snapshot (as of 4 November 2025)
| Item | Value |
|---|---|
| Close price | 11.84 CNY |
| 52‑week high | 12.21 CNY |
| 52‑week low | 6.86 CNY |
| Market cap | 5.91 billion CNY |
| P/E ratio | 65.05 |
| Sector | Health Care – Pharmaceuticals |
| Exchange | Shenzhen Stock Exchange |
6. Interpretation
- Short‑term driver: The inflow on 5 November aligns with a broader sector rally triggered by influenza‑related news.
- Institutional sentiment: The net sell‑side on 3 November indicates that some institutional holders may have taken profits after the 3‑November rally, but the subsequent inflow suggests a renewed buying interest.
- Strategic positioning: The Hainan subsidiary network positions TEYI to benefit from free‑trade incentives, potentially supporting future growth in production and distribution.
Overall, TEYI Pharmaceutical experienced a notable institutional inflow on 5 November, supported by sector‑wide sentiment around influenza activity, while maintaining a strategic foothold in Hainan’s burgeoning biopharmaceutical ecosystem.
