Analysis of Strong Performance of Zhenghai Bio-tech (300653.SZ) in 2025: Industry Tailwinds and Fundamental Support

This analysis is based on the Tushare strong stock pool [0]. Zhenghai Bio-tech (300653.SZ) showed strong performance in 2025, with a single-day increase of 12.01% and the stock price rising to 21.92 yuan [1][2]. Core driving factors include favorable industry policies, innovative breakthroughs by peer companies, and positive analyst expectations [0].

Zhenghai Bio-tech focuses on the field of biological regenerative medicine and biomaterials, with core products including tissue engineering products such as oral repair membranes and biofilms [0]. Its business covers raw material R&D to end products, applied in medical, cosmetic, and other fields [0].

In 2025, the medical device industry benefited from favorable policies, and the application of AI technology in medical equipment received numerous approvals from the FDA [3]. Peer company L&C Bio obtained NMPA’s approval for the world’s first MegaDerm Plus product, demonstrating the potential of the regenerative medicine field [4].

Analysts expect the company’s 2025 revenue to be 400.65 million yuan, with EPS of 0.75 yuan, a year-on-year increase of 10.3% [5].

• Industry trends are highly aligned with the company’s business: The development of AI and regenerative medicine brings growth opportunities for the company [3][4].
• Full industry chain layout enhances competitiveness: Coverage from raw materials to end products improves risk resistance [0].

• Favorable industry policies: The medical device industry shows an obvious overall growth trend [3].
• Innovation-driven: Technological breakthroughs in the regenerative medicine field provide space for product expansion [4].

• Policy uncertainty: Changes in the external environment may affect industry development [3].
• Market competition: Innovation by peers may intensify competition [4].

The strong performance of Zhenghai Bio-tech (300653.SZ) in 2025 is due to industry tailwinds and its own fundamental support. Analysts have positive expectations for its 2025 performance, and industry trends and innovative breakthroughs provide momentum for the company’s future development [0][5].