Analysis of Strong Performance of Chanda Pharmaceutical (301201): Driven by Institutional Favor and Cell Therapy Layout

Chanda Pharmaceutical (301201) recently entered the strong stock pool, and its strong performance stems from the superposition of multiple factors. First, institutional capital inflow is significant: on November 14, 2025, it received a net purchase of 33.577 million yuan from institutional seats, accounting for 3.09% of the total turnover [0], indicating professional investors’ recognition of the company’s prospects. Second, diversified business layout: the company’s traditional businesses include L-carnitine series products (exported to more than 30 countries worldwide, with good international reputation [0]) and pharmaceutical CDMO services. At the same time, it is actively transforming into the biological cell therapy field, building a human umbilical cord mesenchymal stem cell and gene therapy technology platform [0]. At the industry level, the market size of the biological cell therapy industry is expected to surge to 17.885 billion yuan in 2025, and policy promotion and technological progress bring huge opportunities [3].

The company is in a period of overlap between value revaluation of traditional CDMO business and valuation switching of innovative pipelines [0], and this dual drive provides support for its valuation improvement. The continuous inflow of institutional capital not only reflects short-term market confidence but also may indicate long-term layout intentions. In addition, the company’s layout in the cell therapy field (such as stem cell business) aligns with industry development trends and is expected to become an important engine for future growth [0].

: 1) Market space brought by the rapid growth of the cell therapy industry [3]; 2) Valuation repair opportunities under institutional capital favor; 3) Stable cash flow from traditional businesses supports innovative investment. : 1) Uncertainty in R&D and commercialization processes in the cell therapy field; 2) Potential impact of international market fluctuations on export business; 3) Risk of intensified industry competition.

Chanda Pharmaceutical’s strong performance is the result of the combined effect of institutional capital, business layout, and industry trends. Its traditional businesses (CDMO, L-carnitine) provide a stable foundation, while the cell therapy layout opens up long-term growth space. Investors should pay attention to key indicators such as the progress of the company’s innovative pipelines, continuous trends of institutional capital, and changes in industry policies [0].