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金斯瑞生物科技(01548)发布中期业绩 母公司拥有人应占亏损2546.2万美元 同比收窄85.46%
智通财经网· 2025-08-17 10:37
Core Viewpoint - Kingsoft Biotech (01548) reported a significant increase in revenue and a reduction in losses for the six months ending June 30, 2025, indicating strong operational performance and strategic investments in innovation and marketing [1] Financial Performance - Revenue from continuing operations reached $519 million, a year-on-year increase of 81.92% [1] - Loss attributable to equity holders of the parent company narrowed to $25.462 million, a reduction of 85.46% year-on-year [1] - Basic loss per share was 1.18 cents [1] Segment Performance - Revenue from life sciences services and products was approximately $248 million, up 11.3% from about $222 million in the previous period [1] - Adjusted gross profit was around $126 million, an increase of 5.3% from approximately $120 million [1] - Adjusted gross margin slightly decreased from 53.9% to 51.0% [1] - Adjusted operating profit decreased from about $47.8 million to approximately $46.4 million [1] Growth Drivers - Revenue and adjusted gross profit growth were primarily driven by: - Platform innovation and automation upgrades, particularly in protein and gene editing platforms, leading to reliable, fast, and high-quality service and product delivery [1] - Enhanced operational efficiency at production bases in mainland China, Singapore, and the United States [1] - Targeted activities and brand revitalization efforts to improve customer engagement [1] - The decrease in adjusted operating profit was attributed to increased investments in marketing transformation and research and development activities aimed at building long-term competitiveness [1]
金斯瑞生物科技(01548) - 2025 - 中期业绩
2025-08-17 10:25
[Interim Results Highlights](index=1&type=section&id=%E4%B8%AD%E6%9C%9F%E6%A5%AD%E7%B8%BE%E6%91%98%E8%A6%81) This section provides a concise overview of the Group's financial and operational performance for the interim period [Financial Highlights](index=1&type=section&id=%E8%B4%A2%E5%8A%A1%E6%91%98%E8%A6%81) For the six months ended June 30, 2025, the Group's continuing operations saw revenue grow 81.9% to $518.8 million and adjusted net profit surge 509.6% to $178.0 million, with overall net loss significantly narrowing despite a $193.7 million loss from associate Legend Biotech Key Financial Indicators for H1 2025 (Continuing Operations) | Metric | H1 2025 | H1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | $518.8 million | $285.2 million | +81.9% | | Gross Profit | $320.6 million | $133.5 million | +140.1% | | Adjusted Net Profit | $178.0 million | $29.2 million | +509.6% | | Net Loss (Group Overall) | ($24.5 million) | ($215.6 million) | Loss narrowed by 88.6% | - The Group's net loss for the period was significantly impacted by a **$193.7 million** loss from its share of associate Legend Biotech; however, Legend Biotech itself achieved positive adjusted net profit in Q2 2025[3](index=3&type=chunk) - As of June 30, 2025, the Group held approximately **$966.6 million** in cash, bank balances, and wealth management financial products, indicating a robust financial position[3](index=3&type=chunk) [Financial Statements](index=3&type=section&id=%E8%B4%A2%E5%8A%A1%E6%8A%A5%E8%A1%A8) This section presents the Group's interim condensed consolidated financial statements, including profit or loss, comprehensive income, financial position, and cash flows [Interim Condensed Consolidated Statement of Profit or Loss](index=3&type=section&id=%E4%B8%AD%E6%9C%9F%E7%AE%80%E6%98%8E%E5%90%88%E5%B9%B6%E6%8D%9F%E7%9B%8A%E8%A1%A8) During the reporting period, revenue from the company's continuing operations significantly increased to $518.8 million, with gross profit rising to $320.6 million; however, a substantial $193.7 million share of loss from a key associate (Legend Biotech) resulted in a pre-tax loss of $0.119 million and a loss from continuing operations of $24.5 million, a significant reduction from $137.7 million in the prior period Key Profit or Loss Statement Data (Continuing Operations) | Item | H1 2025 (USD '000) | H1 2024 (USD '000) | | :--- | :--- | :--- | | Revenue | 518,773 | 285,160 | | Gross Profit | 320,631 | 133,505 | | Research and Development Expenses | (31,321) | (24,909) | | Share of Loss of a Key Associate | (193,698) | - | | Loss Before Tax | (119) | (127,927) | | Loss from Continuing Operations for the Period | (24,547) | (137,739) | - Basic loss per share attributable to ordinary equity holders of the parent company narrowed from **8.27 US cents** in the prior period to **1.18 US cents**[9](index=9&type=chunk) [Interim Condensed Consolidated Statement of Comprehensive Income](index=5&type=section&id=%E4%B8%AD%E6%9C%9F%E7%AE%80%E6%98%8E%E5%90%88%E5%B9%B6%E5%85%A8%E9%9D%A2%E6%94%B6%E7%9B%8A%E8%A1%A8) Despite a net loss of $24.5 million for the period, total comprehensive income turned positive at $67.7 million, driven by other comprehensive income from a key associate ($87.4 million) and exchange gains, marking a significant improvement from a total comprehensive loss of $278.7 million in the prior period Total Comprehensive Income / (Loss) | Item | H1 2025 (USD '000) | H1 2024 (USD '000) | | :--- | :--- | :--- | | Loss for the Period | (24,547) | (215,631) | | Other Comprehensive Income from Continuing Operations | 92,234 | (4,526) | | **Total Comprehensive Income / (Loss) for the Period** | **67,687** | **(278,685)** | [Interim Condensed Consolidated Statement of Financial Position](index=6&type=section&id=%E4%B8%AD%E6%9C%9F%E7%AE%80%E6%98%8E%E5%90%88%E5%B9%B6%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5%E8%A1%A8) As of June 30, 2025, the Group's total assets were $5.435 billion, total liabilities were $1.013 billion, and net assets were $4.421 billion, with core assets including an investment in associate Legend Biotech valued at approximately $3.578 billion, and current assets significantly increasing to $1.177 billion due to higher financial product investments and cash Key Balance Sheet Items | Item | June 30, 2025 (USD '000) | Dec 31, 2024 (USD '000) | | :--- | :--- | :--- | | **Non-current Assets** | **4,257,800** | **4,443,291** | | Of which: Investment in an associate | 3,578,174 | 3,667,731 | | **Current Assets** | **1,176,806** | **834,978** | | Of which: Cash and cash equivalents | 293,206 | 131,990 | | **Current Liabilities** | **600,529** | **307,342** | | **Non-current Liabilities** | **412,765** | **647,565** | | **Net Assets** | **4,421,312** | **4,323,362** | [Interim Condensed Consolidated Statement of Cash Flows](index=8&type=section&id=%E4%B8%AD%E6%9C%9F%E7%AE%80%E6%98%8E%E5%90%88%E5%B9%B6%E7%8E%B0%E9%87%91%E6%B5%81%E9%87%8F%E8%A1%A8) During the reporting period, net cash flow from operating activities significantly increased to $232.6 million, with net cash outflow from investing activities at $98.6 million and net cash inflow from financing activities at $26.4 million, resulting in an increase of $160.4 million in cash and cash equivalents to $293.2 million at period-end Cash Flow Statement Summary | Item | H1 2025 (USD '000) | H1 2024 (USD '000) | | :--- | :--- | :--- | | Net cash generated from operating activities | 232,619 | 79,855 | | Net cash used in investing activities | (98,645) | (1,133,054) | | Net cash generated from financing activities | 26,403 | 5,565 | | **Net increase / (decrease) in cash and cash equivalents** | **160,377** | **(1,047,634)** | [Management Discussion and Analysis](index=25&type=section&id=%E7%AE%A1%E7%90%86%E5%B1%82%E8%AE%A8%E8%AE%BA%E4%B8%8E%E5%88%86%E6%9E%90) This section provides an in-depth review of the Group's business operations, financial performance, risk management strategies, and future strategic plans [Company Positioning and Business Review](index=25&type=section&id=%E5%85%AC%E5%8F%B8%E5%AE%9A%E4%BD%8D%E4%B8%8E%E4%B8%9A%E5%8A%A1%E5%9B%9E%E9%A1%BE) The company is a global biotechnology firm with three core business platforms: Life Science Services and Products (GenScript), Biologics CDMO (Probio), and Industrial Synthetic Products (Bestzyme), alongside a significant investment in cell therapy leader Legend Biotech; during the period, total Group revenue grew 81.9% to $518.8 million, and gross profit increased 140.1% to $320.6 million, primarily driven by licensing revenue from the Biologics Development Services segment - The company's business platforms include: - **GenScript:** Providing one-stop life science research services and products[41](index=41&type=chunk) - **Probio:** Biologics CDMO platform[42](index=42&type=chunk) - **Bestzyme:** Industrial synthetic products platform[43](index=43&type=chunk) - **Legend:** A key associate focused on cell therapy development[43](index=43&type=chunk) External Revenue Contribution by Business Segment (H1 2025) | Business Segment | Revenue Contribution | | :--- | :--- | | Life Science Services and Products | 47.2% | | Biologics Development Services | 47.0% | | Industrial Synthetic Bioproducts | 5.5% | [Life Science Services and Products](index=28&type=section&id=%E7%94%9F%E5%91%BD%E7%A7%91%E5%AD%A6%E6%9C%8D%E5%8A%A1%E5%8F%8A%E4%BA%A7%E5%93%81) This segment's revenue grew steadily by 11.3% to $247.6 million, with adjusted gross profit increasing by 5.3% to $126.3 million, driven by platform innovation, improved production efficiency, and enhanced customer engagement; adjusted operating profit slightly decreased due to increased investments in marketing transformation and R&D Life Science Segment Performance | Metric | H1 2025 | H1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | $247.6 million | $222.4 million | +11.3% | | Adjusted Gross Profit | $126.3 million | $119.9 million | +5.3% | | Adjusted Operating Profit | $46.4 million | $47.8 million | -2.9% | [Biologics Development Services](index=28&type=section&id=%E7%94%9F%E7%89%A9%E5%88%B6%E5%89%82%E5%BC%80%E5%8F%91%E6%9C%8D%E5%8A%A1) This segment demonstrated exceptional performance, with revenue surging 511.1% year-on-year to $246.9 million, primarily due to sub-licensing revenue from RemeGen; adjusted gross margin significantly improved from 14.7% to 73.6%, and adjusted operating profit turned profitable at $149.6 million, with core services and product sales also achieving double-digit growth excluding licensing revenue Biologics Segment Performance | Metric | H1 2025 | H1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | $246.9 million | $40.4 million | +511.1% | | Adjusted Gross Profit | $181.6 million | $5.9 million | +2978% | | Adjusted Operating Profit | $149.6 million | ($18.9 million) | Turned profitable | [Industrial Synthetic Bioproducts](index=28&type=section&id=%E5%B7%A5%E4%B8%9A%E5%90%88%E6%88%90%E7%94%9F%E7%89%A9%E4%BA%A7%E5%93%81) This segment's revenue grew 8.4% to $28.3 million, primarily driven by expanded operations in China and overseas market penetration; however, adjusted operating profit turned to a loss of $0.6 million due to increased R&D expenses, which the company views as a necessary investment for future technological innovation Industrial Synthetic Bioproducts Segment Performance | Metric | H1 2025 | H1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Revenue | $28.3 million | $26.1 million | +8.4% | | Adjusted Gross Profit | $11.4 million | $11.0 million | +3.6% | | Adjusted Operating Profit | ($0.6 million) | $2.3 million | Turned from profit to loss | [Financial Review](index=29&type=section&id=%E8%B4%A2%E5%8A%A1%E5%9B%9E%E9%A1%BE) During the reporting period, the Group demonstrated strong financial performance with total revenue growing 81.9%, primarily driven by licensing revenue from Biologics Development Services, and gross profit increasing 140.1%; operating expenses rose across the board, reflecting continued investments in marketing, administration, and R&D, while net loss significantly narrowed to $24.5 million and adjusted net profit increased to $178.0 million, maintaining a robust financial position with a current ratio of 2.0 and a debt-to-asset ratio of 18.6% - Sales and distribution expenses, administrative expenses, and R&D expenses increased by **10.2%**, **19.7%**, and **25.7%** year-on-year, respectively, primarily due to team expansion, infrastructure development, and strategic research project investments[52](index=52&type=chunk)[53](index=53&type=chunk)[54](index=54&type=chunk) - The Group recognized an approximate **$13.8 million** fair value loss on preferred shares during the reporting period[56](index=56&type=chunk) Key Financial Ratios | Metric | June 30, 2025 | Dec 31, 2024 | | :--- | :--- | :--- | | Current Ratio | 2.0 | 2.7 | | Debt-to-Asset Ratio | 18.6% | 18.1% | | Total Cash and Financial Products | $966.6 million | $737.8 million | [Significant Investments Held](index=33&type=section&id=%E6%8C%81%E6%9C%89%E7%9A%84%E9%87%8D%E5%A4%A7%E6%8A%95%E8%B5%84) The Group's most significant investment is its equity stake in associate Legend Biotech, with a book value of approximately $3.6 billion at period-end, representing 65.6% of total Group assets; additionally, the Group holds $566 million in various financial assets, primarily bank-issued wealth management products and money market funds, as part of its cash management strategy - The investment in associate Legend Biotech had a book value of **$3.6 billion**, with the Group's share of its loss for the reporting period being approximately **$193.7 million**[68](index=68&type=chunk) - The Group holds **$541 million** in liquid wealth management financial products and **$25.16 million** in non-current unlisted equity investments to enhance the utilization of its cash reserves[69](index=69&type=chunk)[70](index=70&type=chunk) [Risk Management](index=40&type=section&id=%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86) The Group faces key risks including foreign exchange risk, interest rate risk, credit risk, and geopolitical risks; to manage foreign exchange risk, the Group uses derivative instruments for hedging, and to mitigate geopolitical risks, it promotes a global production footprint and supply chain diversification, having also established a Data Security and Geopolitical Resilience Subcommittee to enhance risk oversight - The Group manages currency risk, primarily related to RMB, through foreign exchange forward and option contracts[87](index=87&type=chunk) - To address risks from US-China trade tensions, tariffs, and import/export controls, the Group is continuously expanding its global service capabilities and diversifying its supply chain partners[91](index=91&type=chunk)[92](index=92&type=chunk) - The Board has established a Data Security and Geopolitical Resilience Subcommittee to support its review of the company's effectiveness in managing geopolitical risks[93](index=93&type=chunk) [Future Outlook and Plans](index=39&type=section&id=%E6%9C%AA%E6%9D%A5%E5%B1%95%E6%9C%9B%E4%B8%8E%E8%AE%A1%E5%88%92) The Group plans to continue consolidating its leadership across all business segments; the Life Science business will expand its global production footprint and upgrade its brand, Biologics Development Services (Probio) will enhance its CGT capabilities, especially in the US market, and leverage its antibody discovery platform for out-licensing, Industrial Synthetic Bioproducts (Bestzyme) will optimize production facilities and develop new products, and the Group will maintain its long-term investment in Legend Biotech - **Life Science:** Plans to expand production capacity in the US, Singapore, and mainland China to support CGT key reagent manufacturing and advance global brand upgrading[83](index=83&type=chunk)[96](index=96&type=chunk) - **Biologics Development Services:** Enhancing CGT service portfolio (GMP plasmids, AAV, LVV), deepening penetration in the US market, and leveraging its proprietary antibody discovery platforms (e.g., CD3 VHH) for asset out-licensing[84](index=84&type=chunk)[96](index=96&type=chunk) - **Industrial Synthetic Bioproducts:** Optimizing production facilities in China, expanding synthetic biology laboratories, and enhancing R&D capabilities[84](index=84&type=chunk)[96](index=96&type=chunk) [Other Information](index=43&type=section&id=%E5%85%B6%E4%BB%96%E4%BF%A1%E6%81%AF) This section covers additional details regarding the Group's human resources, share-related matters, and corporate governance practices [Employees and Remuneration Policy](index=43&type=section&id=%E9%9B%87%E5%91%98%E5%8F%8A%E8%96%AA%E9%85%AC%E6%94%BF%E7%AD%96) As of June 30, 2025, the Group had 5,769 employees; total employee remuneration expenses (excluding equity incentives) for the reporting period were approximately $143 million, with the company's remuneration policy aiming to attract and retain talent through competitive compensation to support long-term development - As of the period-end, the Group had **5,769 employees**, with approximately **9.5%** being R&D personnel[99](index=99&type=chunk) - Total employee remuneration expenses (excluding equity incentives) for the reporting period were approximately **$143 million**, representing **45.4%** of total revenue (excluding licensing revenue)[99](index=99&type=chunk) [Dividends and Shares](index=15&type=section&id=%E8%82%A1%E6%81%AF%E4%B8%8E%E8%82%A1%E4%BB%BD) The Board resolved not to declare any interim dividend for the reporting period; regarding share schemes, certain shares were granted under the Restricted Share Award Scheme during the period, but no options were granted under the Share Option Scheme, and neither the company nor any of its subsidiaries purchased, sold, or redeemed any listed securities during the period - The Board has resolved not to declare any interim dividend for the six months ended June 30, 2025[26](index=26&type=chunk)[107](index=107&type=chunk) - During the reporting period, the company granted a total of over **7 million** restricted shares under the 2019 and 2021 Restricted Share Award Schemes[103](index=103&type=chunk) - Neither the company nor any of its subsidiaries purchased, sold, or redeemed any of the company's listed securities during the reporting period[108](index=108&type=chunk) [Corporate Governance](index=45&type=section&id=%E4%BC%81%E4%B8%9A%E7%AE%A1%E6%B2%BB) The company is committed to maintaining high standards of corporate governance and has adopted the Corporate Governance Code under the Hong Kong Listing Rules; during the reporting period, the company consistently complied with all applicable code provisions, and an Audit Committee, comprising three independent non-executive directors, has been established and reviewed the interim results for the current period - The company consistently complied with all applicable provisions of the Corporate Governance Code during the reporting period[109](index=109&type=chunk) - The company has established an Audit Committee, composed of three members, responsible for reviewing and overseeing the company's financial reporting, risk management, and internal control systems[112](index=112&type=chunk) - The Audit Committee has reviewed the Group's unaudited interim results for the six months ended June 30, 2025[113](index=113&type=chunk)
港股创新药精选ETF(520690)盘初走强涨近1%,冲击三连阳,机构研判中国创新药处于创新成果兑现初期
Xin Lang Cai Jing· 2025-08-15 01:52
Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Selection Index (HSSCPB) increased by 0.77% as of August 15, 2025, with notable gains from companies such as BeiGene (1.78%) and Innovent Biologics (1.67%) [3] - The Hong Kong Innovative Drug Selection ETF (520690) rose by 0.60%, marking its third consecutive increase, with the latest price at 1.01 yuan [3] - Over the past week, the Hong Kong Innovative Drug Selection ETF has accumulated a rise of 2.76% [3] Group 2 - According to Guojin Securities, China's innovative drugs are on the rise, entering the initial phase of realizing innovation results, with significant opportunities for independent development and large-scale transactions in BD authorization [4] - In the oncology sector, two main directions are highlighted: the multidimensional iteration of ADC (antibody-drug conjugates) and innovations in the molecular components of immunotherapy [4] - The latest scale of the Hong Kong Innovative Drug Selection ETF reached 396 million yuan, a new high since its establishment [4] Group 3 - The top ten weighted stocks in the HSSCPB index account for 77.96% of the index, including companies like BeiGene and WuXi Biologics [5] - The Hong Kong Innovative Drug Selection ETF closely tracks the HSSCPB index, which reflects the performance of Hong Kong-listed companies involved in innovative drug research, development, and production [5]
金斯瑞生物科技(01548) - 自愿性公告:上市联营公司传奇生物科技股份有限公司截至二零二五年六月...
2025-08-11 11:24
自願性公告 上市聯營公司傳奇生物科技股份有限公司 截至二零二五年六月三十日止第二季度的財務業績 本公告由金斯瑞生物科技股份有限公司(「本公司」)自願作出。 本公司的聯營公司傳奇生物科技股份有限公司(「傳奇生物」,其股份以美國存託股份形式於 美國納斯達克全球精選市場上市)已於二零二五年八月十一日向美國證券交易委員會(「美國 證監會」)提交6-K表格,内容有關傳奇生物截至二零二五年六月三十日止第二季度財務業績 及 近 期 業 務 亮 點 。 詳 情 請 參 閱 刊 發 於 美 國 證 監 會 網 站 https://www.sec.gov/Archives/edgar/data/1801198/000180119825000026/0001801198-25-000026- index.html 的完整6-K表格。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 股東應注意,上述財務業績僅針對傳奇生物,而非本公司。 本公司股東及潛在投資者務請注意投資風險 ...
32亿美元收益背后:金斯瑞与传奇生物的估值倒挂之谜
Xi Niu Cai Jing· 2025-08-09 02:02
Core Viewpoint - King’s Ray Biotechnology (01548.HK) reported a net profit of $2.962 billion for the fiscal year 2024, a significant increase of 3202.19% year-on-year, marking a turnaround from losses [2] Financial Performance - The $3.2 billion one-time gain was attributed to accounting maneuvers, specifically the deconsolidation of subsidiary Legend Biotech (LEGN.NASDAQ) [3] - After excluding this gain and a $124 million fair value loss from another subsidiary, the adjusted net profit for King’s Ray's non-cell therapy business remained flat compared to 2023 [4] - The CDMO business revenue plummeted by 37.9%, while synthetic biology revenue grew by 24.6% to $53.7 million, but this only accounted for less than 10% of total revenue [4] Market Valuation - Following the deconsolidation, Legend Biotech's market valuation reached $7.8 billion on NASDAQ, while King’s Ray's market cap was only $4.7 billion, less than 60% of Legend's [5] - The valuation disparity reflects differing market perceptions of the core values of both companies, with Legend's valuation driven by the explosive growth of its product Carvykti, which achieved sales of $963 million in 2024, a 92.7% increase [5] Business Challenges - King’s Ray faces dual challenges: the ongoing deterioration of its CDMO business and growth bottlenecks in synthetic biology [9] - The CDMO business saw a 37.9% revenue decline, with operating losses widening by 46% due to low capacity utilization and high expansion costs in North America [9] - Cash flow remains a concern, with operating cash flow netting only $75.6 million, representing just 2.55% of net profit, indicating significant short-term debt repayment pressure [9] Future Outlook - The resolution of the valuation dilemma for King’s Ray and Legend Biotech hinges on capacity expansion and pipeline progress [11] - Legend Biotech's collaboration with Johnson & Johnson aims to achieve an annual production capacity of 10,000 doses by the end of 2025, which could support the growth of Carvykti in secondary markets [11] - King’s Ray must balance capital operations and business transformation, potentially through share divestment to improve cash flow while focusing on high-growth sectors like synthetic biology [12]
金斯瑞生物科技(01548) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-05 09:38
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 金斯瑞生物科技股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01548 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.001 | USD | | 5,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.001 | USD | | 5,000,000 | 本月底法定 ...
金斯瑞生物科技(01548.HK)拟8月16日举行董事会会议批准中期业绩
Ge Long Hui· 2025-08-04 08:44
格隆汇8月4日丨金斯瑞生物科技(01548.HK)公布,董事会会议将于2025年8月16日(星期六)举行,藉 以(其中包括)考虑及批准公司及其附属公司截至2025年6月30日止六个月的中期业绩及其发布,并考 虑派发中期股息(如有)。 ...
金斯瑞生物科技(01548) - 董事会会议日期
2025-08-04 08:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何 聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 孟建革 香港,二零二五年八月四日 於本公告日期,執行董事為孟建革先生、章方良博士、朱力博士及王燁女士;及獨立非執行董事為 Alphonse Galdes 博士、張耀樑先生、潘九安先生、 John Quelch 博士、 Ross Grossman 博士及施晨陽博士。 本公告以英文發佈,並附有中文翻譯。如中英文版本有任何不一致或歧義,應以 英文版爲準。 承董事會命 Genscript Biotech Corporation 主席及執行董事 Genscript Biotech Corporation (於開曼群島註冊成立的有限公司) (股份代號:1548) 董事會會議日期 金斯瑞生物科技股份有限公司(「本公司」)董事(「董事」)會(「董事會」) 謹此公佈,董事會會議將於二零二五年八月十六日(星期六)舉行,藉以(其中 包括)考慮及批准本公司及其附屬公司截至二零二五年六月三十日止六個月之中 期業績及其發佈,並考慮派 ...
中华交易服务香港生物科技指数上涨4.33%,前十大权重包含金斯瑞生物科技等
Jin Rong Jie· 2025-07-29 14:29
从指数持仓来看,中华交易服务香港生物科技指数十大权重分别为:康方生物(13.26%)、信达生物 (9.98%)、药明生物(9.61%)、三生制药(9.24%)、百济神州(8.51%)、药明康德(6.21%)、再 鼎医药(5.1%)、科伦博泰生物-B(4.61%)、金斯瑞生物科技(4.07%)、诺诚健华-B(4.05%)。 金融界7月29日消息,上证指数低开高走,中华交易服务香港生物科技指数 (中华香港生物科技, CESHKB)上涨4.33%,报9737.36点,成交额221.25亿元。 数据统计显示,中华交易服务香港生物科技指数近一个月上涨33.88%,近三个月上涨64.29%,年至今 上涨117.31%。 据了解,"中华交易服务香港生物科技指数由中华证券交易服务有限公司(中华交易服务)委托中证指数 有限公司(中证指数)进行编制,指数编制方案由中华交易服务以及中证指数共同确定。中华交易服务香 港生物科技指数(中华香港生物科技)为证券价格指数,旨在反映于香港上市的生物科技公司的整体表 现"该指数以2014年12月12日为基日,以2000.0点为基点。 从中华交易服务香港生物科技指数持仓的市场板块来看,香港证券交 ...
港股异动 | CRO概念股早盘走强 海外CRO企业二季度业绩超预期 机构称板块有望迎来戴维斯双击
智通财经网· 2025-07-23 03:19
Group 1 - CRO concept stocks experienced a strong performance in early trading, with notable gains from companies such as Fonda Holdings (+14.49%), Kanglong Chemical (+7.9%), and King’s Ray Biotechnology (+7.17%) [1] - Medpace, an overseas CRO company, saw its stock price jump over 44% at the opening, reaching a peak increase of 62.3% before closing with a nearly 54.7% rise, marking its highest closing record and the largest single-day increase since its listing nearly nine years ago [1] - Medpace's Q2 financial report indicated a revenue and EBITDA growth of over 10% year-on-year, exceeding analyst expectations by more than 11%, and the company raised its revenue and profit guidance for the year by at least 11% [1] Group 2 - Zhongtai Securities reported that WuXi AppTec and Boteng Co. released mid-year performance forecasts, with WuXi AppTec's adjusted net profit for the first half of 2025 expected to be approximately 6.31 billion yuan, reflecting a 44% year-on-year increase [2] - The CRO and CDMO sectors are anticipated to gradually recover due to multiple factors, including the onset of overseas interest rate cuts in Q4 2024, improved pessimistic expectations from geopolitical negotiations in Q2 2025, and the implementation of major domestic innovative drug projects and policies since 2025 [2] - The combination of recovering demand and a supply-side clean-up over the past three years is expected to lead to a "Davis Double Play" in profitability and valuation for the sector, suggesting significant investment opportunities [2]