Teyi Pharmaceutical (002728.SZ) Hot Performance Drivers and Market Analysis

Teyi Pharmaceutical (002728.SZ) is a medical and biological company listed on the Shenzhen Stock Exchange. Its stock price has been active in 2025, with multiple limit-up sessions (a 9.99% increase on November 25) [1]. Data from the Dragon and Tiger List on November 26 shows net institutional purchases of 15.9385 million yuan, with a turnover rate of 38.16% that day, indicating high trading activity [2]. The company has recently delivered outstanding performance: net profit in the first three quarters increased nearly 10-fold, revenue rose by over 51% year-on-year, and it ranked third in the pharmaceutical industry’s expected growth ranking (projected growth rate of 431.84%) [4]. The marketing system reform has achieved remarkable results, shifting from a pure agent model to a “self-operation + promotion service provider” hybrid model, with the reform effects gradually being released in 2025 [4]. Sales of its core product, Zhikebao Tablets, have recovered strongly, reaching 331 million tablets in the first half of 2025, and revenue from the Chinese patent medicine segment increased by 257.13% year-on-year [4]. Additionally, the policy environment is favorable: multiple departments including the Ministry of Industry and Information Technology have issued implementation plans to promote consumption, drawing attention to the large consumer sector. As a pharmaceutical consumer company, Teyi Pharmaceutical stands to benefit [6].

1. Performance Driver and Marketing Reform Resonance
   : The company’s performance surge stems not only from sales growth of core products but also from the transformation of its marketing model. The self-operation team has enhanced channel control and market penetration [4].
2. Institutional Capital Recognition
   : The Dragon and Tiger List shows net institutional purchases, reflecting professional investors’ confidence in the company’s future development [2].
3. Policy Dividend Support
   : Favorable policies for the large consumer sector provide a good external environment for the company, which is expected to further drive product sales [6].

• Strong and sustained market demand for core products, with great potential for sales growth [4]
• The layout of new product lines (Pifubing Xuedu Pills, Jiangtangshu Pills) is expected to open up new growth space [4]
• Increased institutional holdings and higher market attention may bring opportunities for valuation repair [2]

• Intensified competition in the pharmaceutical industry, and new product promotion may face uncertainties [0]
• Macroeconomic fluctuations may affect consumer demand, thereby impacting product sales [0]

Teyi Pharmaceutical (002728.SZ)'s hot performance is the result of multiple factors: successful marketing reform, sales growth of core products, significant performance improvement, institutional capital inflow, and favorable policies. The company has performed prominently in the medical and biological sector, and future attention should be paid to the progress of new product promotion and changes in industry policies.