Analysis of the Popular Business Transformation of Lijun International (01355.HK)

Lijun International (01355.HK) has recently become a hot stock in Hong Kong, driven by two business transformation initiatives announced on December 23, 2025 [2][3][4][5][6][7]: First, it proposes to change its company name to “Biosysen Limited” (Chinese: “生物系统工程有限公司”), clearly positioning its strategy to transform into the biotech sector; Second, through its subsidiary Jiayi Global, it will acquire 100% equity of Aonuo Hong Kong for HK$22 million, thereby indirectly holding a 37.5% stake in synthetic biology firm Beisheng Biology [5][6][7]. Beisheng Biology has complete capabilities in de novo DNA synthesis, core molecular enzyme R&D and production, and fermentation process development, providing a technical foundation for the company’s transformation [5][6][7]. After the transformation, the company will focus on the medical aesthetics and biotech sectors, with key products including Type III collagen-hyaluronic acid “dual-protein” hydrating injections and stem cell exosome targeted anti-aging therapies [0].

Market performance方面,截至2025年12月24日,公司股价为0.12 HKD,52周价格范围为0.06 HKD（2025年9月8日）至0.24 HKD（2025年10月16日）[1].尽管2026年1月2日实时成交量数据延迟,但基于转型公告的市场关注度,预计成交量将显著高于平均水平[0].当前市场情绪正面,主要因生物科技与医疗美容是当前港股投资热点,政策支持与技术突破推动行业快速发展[0].

1. Strategic Transformation Aligns with Industry Trends
   : The company’s shift from traditional businesses to the biotech sector seizes the high-growth opportunities in synthetic biology and medical aesthetics, and the transformation direction is in line with market investment preferences [0].
2. Acquisition Enhances Technical Strength
   : Beisheng Biology’s synthetic biology infrastructure and R&D capabilities provide core technical support for the company, helping to shorten the R&D cycle of new products [5][6][7].
3. Brand Rebranding Boosts Market Recognition
   : The proposed renaming to “Biosysen Limited” will strengthen the company’s biotech positioning, facilitating investor attention and business expansion [2][3][4].
4. Risks and Potential Coexist
   : Although the transformation prospects are optimistic, the company is currently in a loss-making state (P/E ratio: -2.61) [1], and the transformation involves multi-dimensional challenges such as technology, talent, and market, requiring careful evaluation [0].

• The biotech and medical aesthetics industries are in a stage of rapid development, with strong growth in market demand [0].
• Policy support for biotech innovation provides a favorable external environment for the company’s transformation [0].
• After acquiring Beisheng Biology, the company has certain technical advantages in the synthetic biology field [5][6][7].

• Transformation Risk
  : Shifting from traditional businesses to biotech requires overcoming challenges in technology R&D, talent reserve, and market expansion [0].
• Profit Risk
  : The company is currently in a loss-making state, and there is uncertainty about whether the transformation can successfully achieve profitability [1].
• Transaction Risk
  : The acquisition of Beisheng Biology has not yet been completed, and subsequent progress and approval status need to be monitored [5][6][7].
• Stock Price Volatility Risk
  : The company’s stock price has fluctuated significantly historically (the 52-week high-low gap is 4 times), and investors need to pay attention to market risks [1].
• Competition Risk
  : The biotech sector is highly competitive, and there is uncertainty about the commercialization of R&D results [0].

This report is based on Lijun International (01355.HK)'s business transformation announcement on December 23, 2025, analyzing the company’s strategic initiatives of proposing to rename and acquiring an indirect stake in Beisheng Biology. By transforming into the biotech and medical aesthetics sectors, the company aligns with current market investment hotspots, but at the same time faces challenges such as transformation risks and profit uncertainty. Investors need to comprehensively evaluate the company’s development prospects and risk factors based on their own risk tolerance.