WuXi AppTec(02359)

Search documents
中报行情火热,药明康德刺激CXO板块大涨!银行股回调有何影响?高手看好两大主线
Mei Ri Jing Ji Xin Wen· 2025-07-13 08:32
目前,A股行情火热,为方便选手了解到有价值的信息,方便与高手交流市场热点、投资技巧。报名了掘金大赛,就能申请加入比赛交流群,加群方法 是:点击微信主页右上角+号,选择添加朋友,然后点击企业微信联系人,输入手机号13882019385,添加企业微信火山君。 中报行情如火如荼,高手看好券商、白银板块 每经记者|吴永久 每经编辑|闫峰峰 本周末,美国关税谈判又出现重要消息。当地时间12日,美国总统特朗普称对墨西哥、欧盟输美商品分别征收30%关税。 近期市场热炒中报行情,工业富联带动了英伟达产业链,药明康德刺激CXO板块大涨,北方稀土刺激稀土永磁板块大涨。在每日经济新闻App举办的掘金 大赛中,第66期比赛将于明日开赛,目前多位选手积极报名。周五银行股回调拖累沪指,如何看待关税对市场的影响?下一步市场主线有哪些?今日一些 参赛高手分享了观点。 大赛为模拟炒股,模拟资金50万元。第66期比赛的报名时间为7月12日到7月18日,比赛时间为7月14日到7月18日。正收益就获奖,报名就拿福利!周周发 奖金,月月有大奖! 每期比赛的税前现金奖励为:第1名奖励688元,第2~4名奖励188元/人,第5~10名奖励88元/人,其余 ...
药明康德(603259):业绩预告较超预期 一体化CXO龙头经营持续向好
Xin Lang Cai Jing· 2025-07-12 12:27
事件:公司发布2025 年半年度业绩预告,预计上半年实现收入207.99 亿元(+20.64%),其中持续经营 业务收入同比增长24.24%,经调整归母净利润63.15 亿元(+44.43%),扣非归母净利润55.82 亿元 (+26.47%)。单Q2预计实现收入111.45 亿元(+20.37%),经调整归母净利润约36.37 亿元 (+47.90%),扣非净利润32.53 亿元(+36.70%)。 业绩预告超预期,Q2 收入及利润同比加速增长。上半年业绩预告较超预期,其中Q2 业绩较为亮眼。收 入端,Q2 表观增速与Q1 相近,但25H1 持续经营同比增速较25Q1 略有加速;利润端,25Q1 经调整净 利润26.8 亿元(+40%),Q2 同比增速进一步提升至47.90%,经调整净利润率达32.64%。根据历史数 据,Q1 至Q4 收入及利润逐季度提升,因此下半年季度间利润有望继续保持增长。 CDMO 板块从订单复苏逐渐转换至业绩改善。自2024H1 以来公司在手订单持续回暖,2024H1 在手订 单431 亿元,同比增长33.2%,截至2025Q1 在手订单523.3 亿元,同比增长47.1%;订单增 ...
药明康德上半年净利翻倍,CRO行业加速回暖?
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-11 13:12
Core Viewpoint - The CRO (Contract Research Organization) sector is experiencing a significant upward trend, driven by the strong performance forecast of WuXi AppTec, which is expected to see substantial revenue and profit growth in the first half of 2025 [1][3]. Financial Performance - WuXi AppTec anticipates revenue of approximately RMB 20.8 billion for the first half of 2025, representing a year-on-year increase of about 20.6% [3]. - The company expects a net profit attributable to shareholders of around RMB 8.56 billion, reflecting a year-on-year growth of approximately 101.9%, which includes investment income from the sale of equity in an associate [3]. - The adjusted Non-IFRS net profit is projected to be about RMB 6.31 billion, up 44.4% year-on-year, while the net profit excluding non-recurring items is expected to be around RMB 5.58 billion, a 26.5% increase [3]. Business Segments - The chemical business remains the primary revenue source for WuXi AppTec, accounting for over 70% of total revenue in recent years [4]. - The company has successfully supported the approval of multiple new drugs by the FDA and other regulatory bodies, indicating strong performance in its chemical business [4]. - The GLP-1 (glucagon-like peptide-1) drug development area is highlighted as a significant growth opportunity, with the number of clinical candidates increasing substantially [5]. Industry Trends - The Chinese pharmaceutical industry is transitioning from generic drug production to innovative drug development, which is driving demand for CRO services [2][6]. - The total licensing-out transaction amount for innovative drug companies reached USD 45.5 billion in the first five months of the year, nearing the total for the previous year [6]. - The regulatory environment is supportive of innovative drug development, with new measures introduced to enhance the quality of innovation in the pharmaceutical sector [6]. Strategic Moves - WuXi AppTec is optimizing its CGT (cell and gene therapy) business by divesting certain assets to mitigate potential risks associated with regulatory changes [7]. - The global cell and gene therapy market is projected to grow significantly, indicating a favorable environment for WuXi AppTec's strategic focus in this area [7]. Market Dynamics - The CRO sector is expected to benefit from a rebound in investment and financing within the healthcare sector, with a notable increase in financing events and amounts [8]. - However, the industry faces intense competition, with the number of qualified clinical trial institutions in China increasing significantly, leading to price pressures [8]. - Despite challenges, the demand for medical outsourcing services is recovering, and companies with global service capabilities are well-positioned to capitalize on this trend [8].
智通港股解盘 | 证券保险迎新催化 光刻机提速助推芯片国产替代
Zhi Tong Cai Jing· 2025-07-11 12:53
Market Overview - The market atmosphere is positive with US stocks rising and A-shares showing strength, while Hong Kong stocks experienced a slight pullback due to bank stocks [1] - The market is less concerned about tariffs as outcomes are continuously delayed or modified, with a recent report indicating that the US plans to expand copper import tariffs to include semi-finished products [1] Investment Opportunities - Goldman Sachs has raised its forecast for Asian stock markets, citing a more favorable macro environment and increased certainty in tariff policies, raising the MSCI Asia Pacific index target by 3% to 700 points, indicating a potential 9% return [2] - The China Securities Association has released new measures to enhance self-regulation and promote high-quality development in the securities industry, which may open new revenue channels for brokerages [2] Securities Industry Performance - The securities industry is experiencing a surge in performance, with a significant increase in IPO applications in the first half of the year, totaling 177 applications, a 510.3% increase year-on-year [3] - Smaller securities firms are seeing substantial gains, with companies like Zhongzhou Securities and Guolian Minsheng rising over 47% and 15% respectively [3] Insurance Sector Developments - The Ministry of Finance has issued a notice to optimize performance assessments for state-owned insurance companies, allowing for a more flexible investment strategy that could lead to increased A-share investments [4] - Major insurance companies like Sunshine Insurance and China Pacific Insurance have seen stock price increases following this announcement [4] CXO Sector Growth - WuXi AppTec reported a revenue of approximately RMB 20.8 billion for the first half of the year, a year-on-year increase of about 20.64%, with a projected annual revenue of RMB 41.5 billion to RMB 43 billion [5] - Other companies in the CXO sector, such as Kanglong Huacheng and WuXi Biologics, also reported significant stock price increases [6] Semiconductor Industry Insights - The domestic photolithography machine sector is witnessing positive changes, with advancements in immersion DUV and i-line technology, indicating a strong demand for domestic production [8] - Companies like SMIC and Hua Hong Semiconductor are positioned to benefit from the growing domestic semiconductor market [9] Shipping Industry Developments - Derxiang Shipping reported a 38.5% increase in revenue for the first quarter, driven by a rise in average freight rates [10] - The company is expanding its service network and has plans for new vessel orders, enhancing its competitive position in the market [12]
香港金管局总裁,重磅发声!
Zhong Guo Ji Jin Bao· 2025-07-11 11:21
【导读】香港金管局总裁余伟文:港元拆息存在上调可能性 中国基金报记者 格林 7月11日,港股三大指数冲高回落。截至收盘,恒生指数涨0.46%,报24139.57点;恒生国企指数涨0.22%,报8687.56点;恒生科技指数涨0.61%,报 5248.48点。全日大市成交额为3239.50亿港元,南向资金净买入额为17.44亿港元。 蓝筹股方面,药明康德涨10.46%,药明生物涨3.70%;华润万象生活跌2.33%,安踏体育跌2.32%。 中州证券大涨 7月11日,中资券商股继续高歌猛进。其中,国联民生涨15.40%,恒投证券涨10.94%,国泰海通涨10.50%,中州证券更是大涨47.47%。 开源证券指出,6月,上交所新开户人数同比大幅增加,交易量同比亦显著增加。同期,债市和股市向好,券商海外业务则受益于港股市场高景气。该机 构预计上市券商中报业绩将延续一季度以来的增长势头,关注后续业绩预告、稳定币等主题对券商业绩的催化作用,继续看好券商板块。 老铺黄金降温 日前,药明康德发布截至2025年6月30日止六个月的盈利预告。预计药明康德今年上半年实现营业收入约人民币207.99亿元,同比增幅约20.64%,其中 ...
智通港股空仓持单统计|7月11日
智通财经网· 2025-07-11 10:32
未平仓空单比(绝对值)较上一次减少最多为远东宏信(03360)、众安在线(06060)、荣昌生物 (09995),分别减少-1.62%、-1.55%、-1.32%。 前10大未平仓空仓比 | 股票名称 | 前次空仓数 | 本次空仓数 | 最新空仓比↓ | | --- | --- | --- | --- | | 药明康德(02359) | 8717.47 万股 | 8734.54 万股 | 22.57% | | 宁德时代(03750) | 2631.99 万股 | 2768.85 万股 | 17.76% | | 中远海控(01919) | 4.06 亿股 | 4.11 亿股 | 14.27% | | 赣锋锂业(01772) | 5001.51 万股 | 5166.20 万股 | 12.80% | | 山东黄金(01787) | 1.09 亿股 | 1.10 亿股 | 12.77% | | 绿叶制药(02186) | 4.62 亿股 | 4.75 亿股 | 12.64% | | 协鑫科技(03800) | 33.24 亿股 | 35.43 亿股 | 12.44% | | 万科企业(02202) | 2.80 亿股 ...
药明康德(603259) - H股公告


2025-07-11 09:15
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 無錫藥明康德新藥開發股份有限公司 呈交日期: 2025年7月11日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於上海證券交易所上市 | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 ...
港股收盘(07.11) | 恒指收涨0.46% 券商股爆发 药明康德(02359)中报预喜点燃CRO板块
智通财经网· 2025-07-11 08:51
智通财经APP获悉,港股早盘震荡走高,恒指及国指盘中均涨超1%,恒科指一度涨超2%,午后三大指 数涨幅则逐步收窄。截止收盘,恒生指数涨0.46%或111.2点,报24139.57点,全日成交额为3239.5亿港 元;恒生国企指数涨0.22%,报8687.56点;恒生科技指数涨0.61%,报5248.48点。全周来看,恒指累涨 0.93%,国指累涨0.91%,恒科指累涨0.62%。 华鑫证券近日指出,当前美元指数空头头寸较为拥挤,叠加降息预期交易降温,美元指数短期反弹,港 币汇率进一步承压,成为香港市场主要风险点。此外,当前港股基本面、情绪面趋势指标均转弱,外卖 大战升温拖累叠加AI叙事弱化,恒生科技调整。该行称,南向资金持续买入下,关注高韧性优质港股 资产配置机会。 蓝筹股表现 药明康德(02359)领涨蓝筹。截至收盘,涨10.46%,报88.15港元,成交额26.43亿港元,贡献恒指4.53 点。药明康德发盈喜,预计2025年上半年实现营业收入约人民币207.99亿元,同比增长约20.64%;净利 润85.61亿元,同比增长约101.92%。大和表示,基于其收入前景清晰,利润率改善,以及强劲的订单积 压,予 ...
港股收盘,恒生指数收涨0.46%,恒生科技指数收涨0.61%。中资券商股走强,中州证券(01375.HK)收涨47%;生物医药概念大幅回升,药明康德(02359.HK)收涨10%;芯片、保险、加密货币等概念涨幅居前。
news flash· 2025-07-11 08:14
港股收盘,恒生指数收涨0.46%,恒生科技指数收涨0.61%。中资券商股走强,中州证券(01375.HK)收 涨47%;生物医药概念大幅回升,药明康德(02359.HK)收涨10%;芯片、保险、加密货币等概念涨幅居 前。 ...
药明康德涨停,预计上半年净利润同比翻倍!医疗健康ETF泰康(159760)实现3连涨,最新规模创近3月新高
Xin Lang Cai Jing· 2025-07-11 07:56
Core Viewpoint - The healthcare ETF, Taikang (159760), has shown a strong performance with a 1.51% increase, marking three consecutive days of gains, driven by significant rises in key stocks such as WuXi AppTec and Kelun Pharmaceutical [1][2]. Group 1: ETF Performance - As of July 11, 2025, the Taikang healthcare ETF reached a new high of 82.42 million yuan, the highest in three months [2]. - The index it tracks, the National Public Health and Healthcare Index (980016), rose by 1.45% [1]. Group 2: Company Performance - WuXi AppTec (603259) reported an expected adjusted net profit of approximately 6.315 billion yuan for the first half of the year, a year-on-year increase of about 44.43% [2]. - The company anticipates a net profit attributable to shareholders of approximately 8.561 billion yuan, reflecting a year-on-year growth of about 101.92% [2]. - Basic earnings per share are projected to be around 3.01 yuan, up approximately 106.16% year-on-year [2]. Group 3: Policy and Market Trends - The National Healthcare Security Administration has initiated a new round of adjustments to the national medical insurance drug catalog, indicating a favorable policy environment for innovative drugs [3]. - China ranks first globally in the number of original drugs developed by its enterprises, with increasing foreign capital investment in Chinese innovative drugs [3]. - The healthcare sector is expected to benefit from a comprehensive policy support system, enhancing the global market position of domestic innovative drugs [3]. Group 4: Index Composition - As of May 30, 2025, the top ten weighted stocks in the National Public Health and Healthcare Index accounted for 52.46% of the index, including major players like Hengrui Medicine and Mindray Medical [4].