Hong Kong Stock Hot Stock Analysis: Giant Biogene (02367.HK)

Giant Biogene (02367.HK) is a listed company in the Hong Kong stock biotech sector (collagen field). As of 13:44 on December 2, 2025, its share price was HKD 38.84, with a daily increase of 6.12% and a turnover of HKD 37.6 million [1]. This popularity mainly stems from three aspects: first, excellent financial performance in the first half of 2025, with revenue increasing by 22.5% year-on-year and net profit increasing by 20.2% year-on-year, while core brand “Kefumei” achieved a high growth rate of 101% in revenue [0]; second, the collagen track is positioned as the “next-generation hyaluronic acid”, with significant growth potential in market demand [0]; third, news of Yan Jianya, the company’s chairman, investing RMB 450 million in A-share company Sanrenxing has attracted market attention [2].

1. Core Brand Competitive Advantage Highlighted
   : The doubling growth of Kefumei’s revenue verifies the company’s brand influence and product strength in the collagen skincare field, laying the foundation for sustained performance growth [0].
2. Industry Track Dividend Supports Long-Term Development
   : As an emerging skincare ingredient, collagen’s market development trajectory is similar to that of hyaluronic acid, and the industry growth dividend is expected to drive the company’s long-term value enhancement [0].
3. Chairman’s Investment Behavior Sparks Layout Associations
   : Yan Jianya’s large investment in Sanrenxing is not directly related to Giant Biogene’s business, but it may reflect his investment layout ideas; attention should be paid to whether synergies will be generated in the future [2].

: The collagen industry is in a rapid growth stage, and the company as a leading enterprise can fully benefit; analysts’ consensus target price range is HKD 69-81.9, significantly higher than the current share price, with positive market expectations [0].
: Core brand “Kefumei” has had negative news before, posing brand reputation risks [0]; the biotech field is highly competitive, requiring continuous innovation to maintain advantages; short-term stock price fluctuations are greatly affected by market sentiment.

Giant Biogene entered the Hong Kong Stock Hot List due to stock price increases, outstanding financial performance, industry growth prospects, and the chairman’s investment dynamics. The current share price is HKD 38.84, and market capitalization is driven by both fundamentals and market sentiment. Investors should comprehensively consider the company’s financial status, industry trends, and potential risks to objectively evaluate its investment value.