Analysis of Driving Factors and Market Impact of Zhong Sheng Pharmaceutical Becoming a Hot Stock

Zhong Sheng Pharmaceutical (002317) has recently become a market hot stock, with core driving factors including major breakthroughs in innovative drug pipelines and dual support from policies and capital [0]. The company’s core innovative drug Angladivir Tablets, as the world’s first influenza RNA polymerase PB2 protein inhibitor, has been approved for marketing by the National Medical Products Administration [1], filling the gap in the field of influenza treatment; meanwhile, the Phase III clinical trial of RAY1225 Injection in the treatment of obesity and type 2 diabetes is ongoing, with Academician Zhong Nanshan serving as the chief leader, and the research results have been published in a Lancet sub-journal [4]. At the policy level, the reform of the national drug review and approval system has accelerated, providing strong support for the development of innovative drugs [5]. In terms of capital flow, the Ningbo Sangtian Road hot money seat spent 130 million yuan to sweep stocks, showing the market’s favor for the logic of oversold rebound in the pharmaceutical sector [6]. In the short term, the company’s stock price rose by more than 22% cumulatively over three consecutive trading days from November 12 to 14, 2025, with a wave of limit-up [2]; on November 14, it closed at the limit-up price of 26 yuan per share, with a total market value of 22.1 billion yuan [7].

Cross-domain correlations show that Zhong Sheng Pharmaceutical’s popularity is not driven by a single factor, but by the resonance of innovation capabilities, policy environment, and market sentiment. The deeper implication is that the company is transforming from a traditional Chinese medicine enterprise to an innovative biopharmaceutical enterprise, and the progress of its core pipeline verifies its R&D strength [0]. In terms of systemic impact, this case reflects the market’s pursuit of innovative drug enterprises with global competitiveness and the layout strategy of hot money in oversold sectors [6].

: 1) Innovative drug clinical trials have uncertainties; the Phase III results of RAY1225 may fall short of expectations [4]; 2) The short-term stock price increase is too large, with correction pressure [2]; 3) Market sentiment fluctuations may lead to sharp stock price volatility [0]. : 1) After its launch, Angladivir Tablets are expected to quickly capture market share and contribute to performance growth [1]; 2) The value of the core pipeline is expected to be further recognized by the market, driving valuation improvement [0]. In terms of priority, clinical trial progress and policy implementation are the highest priorities and need to be closely monitored [5].

The core driving factors for Zhong Sheng Pharmaceutical’s recent rise as a hot stock include the approval of innovative drugs, advancement of clinical trials, policy support, and hot money intervention. The short-term performance is strong, but attention should be paid to subsequent clinical progress, changes in market sentiment, and valuation rationality. Investors should make decisions based on their own risk tolerance, combined with the company’s fundamentals and market dynamics [0].