HONG KONG and SHANGHAI, Aug. 29, 2025 – Fosun International (HK:XXXX) convened its interim results presentation in Shanghai this morning, drawing a crowd of institutional investors and analysts eager to glean insights from the conglomerate’s leadership. Chairman Guo Guangchang, flanked by Co-Chairmen Wang Qunbin, Co-CEOs Chen Qiyu and Xu Xiaoliang, and CFO Gong Ping, laid out the company’s strategic roadmap for the remainder of the year and beyond.
Guo Guangchang kicked off the presentation, emphasizing the notable strides Fosun had made across key business segments during the first half of 2025, with particular fanfare reserved for the biopharmaceutical division. The Chairman articulated a strategy centered on deepening Fosun’s engagement in sectors where it already boasts a competitive edge. “We’re laser-focused on achieving breakthroughs, accelerating growth, and ultimately, dominating these core industries,” Guo stated, setting a high bar for global market leadership.
Fosun’s recent strategic repositioning, characterized by a streamlined portfolio and an intensified focus on core businesses, was a recurring theme. Wang Qunbin addressed the importance of prudent financial management during this period of focused development. “Managing our debt levels while prioritizing growth is crucial,” Wang explained. He highlighted Fosun’s strong cash flow and manageable debt ratio as key enablers for further expansion in biopharmaceuticals, cultural tourism, and consumer-focused sectors.
Innovation remains a cornerstone of Fosun’s long-term growth strategy. Chen Qiyu underscored this point, declaring that the company’s future hinges on a robust innovation pipeline. “Innovation requires a solid base,” Chen noted, emphasizing the ongoing effort to strengthen Fosun’s underlying technology platforms. He also stressed the importance of leveraging China’s unique innovation ecosystem while simultaneously building global commercialization capabilities. This “Innovation + Globalization” blueprint, as Chen termed it, is designed to unlock the full potential of Fosun’s research and development efforts on a global scale.
Addressing investor inquiries regarding innovative drug research and development, Guo Guangchang reaffirmed Fosun’s commitment to developing blockbuster products with significant global market potential. He cited Fosun Kite’s CAR-T therapy and innovative drugs from established divisions as examples of the company’s burgeoning pharmaceutical portfolio beyond Henlius. “We have a robust pipeline,” Guo asserted, hinting at ample room for further expansion.
Guo also addressed Fosun’s strategy regarding the commercialization of its innovative drugs: “We’re not just looking to offload our innovative assets. Licensing in and licensing out are both viable options. While some products might fetch a premium price through licensing, we’re taking a long-term view. Our aim is to develop these drugs into best-in-class therapies.”
As one of China’s largest private enterprises with a substantial global footprint, Fosun reported that overseas revenue now constitutes 53% of its total revenue, marking a significant milestone in its globalization efforts. Xu Xiaoliang elaborated on this evolution, stating that Fosun is transitioning from “combining China’s growth momentum with global resources” to “integrating China’s capabilities with global assets.” These capabilities, Xu explained, span global R&D, business development, investment, the promotion of Chinese culture, and global operations. He reiterated Fosun’s commitment to its core strategy, navigating economic cycles with a long-term perspective, and creating value for both shareholders and society.
Gong Ping provided further insights into the Group’s financial performance and strategy, emphasizing a continued focus on industries with the potential for market leadership and a steady shift towards asset-light operations. “Our financial strategy is evolving around strategic focus and steady development,” Gong stated. Looking ahead, Fosun aims to increase the proportion of overseas revenue while reducing interest-bearing debt to approximately RMB 60 billion or less. The company is also targeting RMB 10 billion in both industrial operation profit and profit attributable to owners of the parent. Gong concluded by outlining Fosun’s ambition to gradually increase its dividend payout ratio and ultimately achieve an investment-grade credit rating.
In the first half of 2025, Fosun reported total revenue of RMB 87.28 billion, industrial operation profit of RMB 3.15 billion, and profit attributable to owners of the parent company of RMB 661.2 million. The four core subsidiaries – Fosun Pharma, Yuyuan, Fosun Insurance Portugal, and Fosun Tourism Group – contributed RMB 63.61 billion to the Group’s total revenue, representing 73% of the total. As of the end of the reporting period, the total debt to total capital ratio stood at 53%, with debt levels remaining healthy. In May 2025, S&P Global Ratings affirmed Fosun’s credit metrics and maintained a “Stable” outlook.
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