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盘前必读丨退休人员基本养老金上调2%;良品铺子筹划控制权变更事项
Di Yi Cai Jing· 2025-07-10 23:31
Market Overview - The Dow Jones Industrial Average increased by 0.43%, the Nasdaq by 0.09%, and the S&P 500 by 0.27%, with both the S&P 500 and Nasdaq reaching new closing highs [3] - Major technology stocks showed mixed results, with Tesla rising by 4.7% and Nvidia's market cap surpassing $4 trillion [3] - Bitcoin-related stocks saw gains, with Coinbase increasing by over 4% [3] - The initial jobless claims in the U.S. were reported at 227,000, lower than the expected 235,000 [3] Pension Adjustment - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a pension adjustment for retirees starting January 1, 2025, with an overall increase of 2% based on the average monthly pension of retirees by the end of 2024 [4] U.S.-China Economic Relations - The Ministry of Commerce stated that since May, U.S. and Chinese economic teams have maintained close communication to stabilize trade relations, following agreements reached in Geneva and London [5] Industry Developments - The China Securities Regulatory Commission announced adjustments to the trading limits and margin requirements for polysilicon futures contracts starting July 14, 2025 [6] - The retail sales of new energy vehicles in China reached 135,000 units in early July, a year-on-year increase of 21%, with a cumulative retail of 6.583 million units for the year, up 37% [6] Corporate Announcements - Li Ping, Vice Chairman of CATL, donated 4.05 million shares to a foundation, completing the transfer process [9] - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, projecting a profit of 2.7 billion to 3.2 billion yuan [10] - WuXi AppTec anticipates a 44.43% year-on-year increase in adjusted net profit for the first half of 2025, estimating around 6.315 billion yuan [10] - iFlytek expects a net loss of 200 million to 280 million yuan for the first half of 2025, an improvement from a loss of 400 million yuan in the same period last year [11] - China Shipbuilding Industry Corporation forecasts a net profit increase of 98.25% to 119.49% for the first half of 2025, estimating a profit of 2.8 billion to 3.1 billion yuan [12] - Limin Co., Ltd. announced plans for a share reduction by its controlling shareholder, not exceeding 3% of the company's total shares [13] Industry Outlook - The photovoltaic industry is experiencing discussions on self-discipline and supply-side reforms, with expectations for capacity reduction and potential recovery in the industry, although actual improvements depend on the effectiveness of supply-side measures [13] - The upcoming changes to the CIPS rules are expected to accelerate the internationalization of the renminbi, benefiting banks' cross-border business expansion [13]
今年医保目录调整工作方案公布;亚盛医药拿下全球第二个Bcl-2抑制剂 | 医药早参
Mei Ri Jing Ji Xin Wen· 2025-07-10 23:21
Group 1 - The National Healthcare Security Administration has released the adjustment plan for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, which includes a new commercial health insurance innovative drug catalog, potentially accelerating the commercialization of innovative drugs and enhancing investor confidence in the pharmaceutical sector [1] Group 2 - WuXi AppTec expects a net profit of approximately 8.561 billion yuan for the first half of 2025, representing a year-on-year increase of about 101.92%, driven by both core business and non-recurring gains, indicating strengthened competitiveness in the global pharmaceutical market [2] Group 3 - As the second Bcl-2 inhibitor approved globally, Ascentage Pharma's "Lisenglitazone" is expected to capture market share quickly, enhancing investor confidence and boosting the company's valuation in the innovative drug sector [3] Group 4 - Federated Pharmaceutical's innovative drug "UBT37034 injection" has received FDA approval for clinical trials targeting overweight or obesity, indicating significant market potential and enhancing the company's competitiveness in the innovative drug field [4] Group 5 - North China Pharmaceutical expects a net profit of approximately 124 million yuan for the first half of 2025, a year-on-year increase of around 72%, attributed to improved management and operational efficiency, which strengthens investor confidence in the company's future growth [5]
财报解读|药明康德半年报业绩预喜,增速高于一季度
Di Yi Cai Jing· 2025-07-10 11:35
Group 1 - The company expects to achieve a net profit attributable to shareholders of approximately 8.561 billion yuan, representing a year-on-year increase of about 101.92% [1] - For the first half of 2025, the company anticipates total revenue of approximately 20.799 billion yuan, a year-on-year growth of about 20.64%, with revenue from continuing operations increasing by approximately 24.24% [1] - The significant growth in net profit is partly attributed to investment gains from the sale of shares in an associate company, with expected gains of about 3.21 billion yuan from the sale of WuXi AppTec shares [1] Group 2 - Excluding certain impacts, the company expects an adjusted net profit of approximately 6.315 billion yuan, reflecting a year-on-year increase of about 44.43% [3] - The company projects a net profit attributable to shareholders, excluding non-recurring gains and losses, of approximately 5.582 billion yuan, which is a year-on-year growth of about 26.47% [3] - The biopharmaceutical sector has shown signs of recovery in 2025, driven by a surge in external authorization transactions, which may benefit the contract research organization (CRO) and contract development and manufacturing organization (CDMO) segments [3] Group 3 - The company previously projected that revenue from continuing operations would return to double-digit growth in 2025, with a year-on-year increase of 10% to 15% [4] - Overall revenue for 2025 is expected to reach between 41.5 billion and 43 billion yuan, representing a year-on-year growth of 5.76% to 9.6% compared to 2024 [4] - Achieving these targets would mean that the company's total revenue would surpass the peak revenue achieved in 2023, driven by the commercialization of COVID-19 [4]
药明康德: 2025年半年度业绩预增公告
Zheng Quan Zhi Xing· 2025-07-10 11:07
Core Viewpoint - WuXi AppTec focuses on a unique "integrated, end-to-end" CRDMO (Contract Research, Development, and Manufacturing) business model, aiming to meet customer empowerment needs and continuously expand capabilities and production capacity, leading to steady business growth and improved operational efficiency [1][2]. Financial Performance Summary - The adjusted net profit attributable to the parent company is approximately RMB 631.48 million, representing a year-on-year increase of about 44.43% [1][2]. - Revenue from continuing operations is expected to grow by approximately 24.24% [2]. - The total profit for the period is estimated at approximately RMB 990.74 million, reflecting a year-on-year increase of about 101.92%, which includes investment income from the sale of part of the equity in an associated company [2][3]. - Basic earnings per share are expected to be approximately RMB 3.01, a year-on-year increase of about 106.16% [1]. Previous Year Performance Comparison - In the same period last year, the company reported revenue of RMB 1,724.09 million and an adjusted net profit of RMB 437.22 million [2]. - The basic earnings per share for the previous year were RMB 1.46 [2]. Reasons for Performance Increase - The main driver for the performance increase is the company's focus on its unique CRDMO business model, which has led to continuous optimization of production processes and enhanced operational efficiency [2]. - The non-operating income primarily stems from the sale of shares in WuXi XDC Cayman Inc., with expected gains of approximately RMB 320.99 million [3].
药明康德(603259) - 2025 Q2 - 季度业绩预告
2025-07-10 10:35
[Performance Overview and Key Highlights](index=1&type=section&id=Key%20Content%20Alert) The company forecasts strong semi-annual growth in revenue, net profit, and adjusted net profit, driven by core CRDMO business and one-time investment gains 2025 Semi-Annual Performance Forecast Key Metrics (vs. Prior Year) | Metric | 2025 Semi-Annual (Forecast) | 2024 Semi-Annual (Actual) | YoY Growth | | :--- | :--- | :--- | :--- | | Operating Revenue | approx. 20.799 billion yuan | 17.241 billion yuan | approx. 20.64% | | Net Profit Attributable to Shareholders | approx. 8.561 billion yuan | 4.240 billion yuan | approx. 101.92% | | Adjusted Net Profit Attributable to Shareholders | approx. 6.315 billion yuan | 4.372 billion yuan | approx. 44.43% | | Non-IFRS Net Profit Attributable to Shareholders | approx. 5.582 billion yuan | 4.414 billion yuan | approx. 26.47% | | Basic Earnings Per Share | approx. 3.01 yuan/share | 1.46 yuan/share | approx. 106.16% | - The core of the company's growth lies in its unique “integrated, end-to-end” **CRDMO business model**, continuously expanding new capabilities and capacities, optimizing efficiency, and meeting client demands[3](index=3&type=chunk)[12](index=12&type=chunk) [2025 Semi-Annual Performance Forecast Details](index=2&type=section&id=I.%20Current%20Period%20Performance%20Forecast) Detailed forecasts for H1 2025 show continuing operations revenue outperforming overall growth, with adjusted net profit growth significantly higher than non-IFRS due to exchange rate impacts 2025 Semi-Annual Performance Forecast Detailed Data | Financial Metric | Forecast Amount (RMB) | YoY Growth Rate | | :--- | :--- | :--- | | Operating Revenue | approx. 20.799 billion yuan | approx. 20.64% | | Revenue from Continuing Operations | Not applicable | approx. 24.24% | | Adjusted Net Profit Attributable to Shareholders | approx. 6.315 billion yuan | approx. 44.43% | | Non-IFRS Net Profit Attributable to Shareholders | approx. 5.582 billion yuan | approx. 26.47% | | Net Profit Attributable to Shareholders | approx. 8.561 billion yuan | approx. 101.92% | | Total Profit | approx. 9.907 billion yuan | approx. 96.20% | | Basic Earnings Per Share | approx. 3.01 yuan/share | approx. 106.16% | [2024 Semi-Annual Performance Review (Comparison Baseline)](index=2&type=section&id=II.%20Prior%20Year%20Period%20Performance) The report provides 2024 prior period financial data as a comparison baseline for assessing 2025 H1 performance growth 2024 Semi-Annual Performance Data | Financial Metric | Amount (RMB) | | :--- | :--- | | Operating Revenue | 17.241 billion yuan | | Adjusted Net Profit Attributable to Shareholders | 4.372 billion yuan | | Non-IFRS Net Profit Attributable to Shareholders | 4.414 billion yuan | | Net Profit Attributable to Shareholders | 4.240 billion yuan | | Total Profit | 5.050 billion yuan | | Basic Earnings Per Share | 1.46 yuan/share | [Analysis of Performance Growth Drivers](index=3&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Increase) Significant performance growth is driven by robust core business expansion and non-operating gains from associate equity sales [Principal Business Growth](index=3&type=section&id=%EF%BC%88I%EF%BC%89%20Impact%20of%20Principal%20Business) The company's principal business growth is driven by its integrated CRDMO model, new investments, and optimized operational efficiency - The fundamental driver of performance growth stems from the company's focus on and deepening of its **CRDMO business model**, meeting strong client demand for R&D and manufacturing outsourcing[12](index=12&type=chunk) [Impact of Non-Operating Gains and Losses](index=3&type=section&id=%EF%BC%88II%EF%BC%89%20Impact%20of%20Non-Operating%20Gains%20and%20Losses) Non-operating gains significantly boosted profit, mainly from selling WuXi XDC Cayman Inc. equity, yielding approximately 3.21 billion RMB - The primary contribution to non-recurring gains and losses in this period comes from the sale of partial equity in WuXi XDC Cayman Inc., with an estimated gain of approximately **3.21 billion yuan**[13](index=13&type=chunk) [Risk Warning and Other Matters](index=3&type=section&id=IV.%20Risk%20Warning) The company states no major uncertainties affect the forecast, reminding investors that disclosed data are preliminary and unaudited, pending the official semi-annual report - The performance forecast data are preliminary and have not been audited or reviewed by a certified public accountant[8](index=8&type=chunk)[14](index=14&type=chunk) - The company advises investors to be aware of investment risks, as final financial data will be based on the officially disclosed semi-annual report[15](index=15&type=chunk)
药明康德(02359) - 正面盈利预告
2025-07-10 10:31
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。 WUXI APPTEC CO., LTD. * 無錫藥明康德新藥開發股份有限公司 公司持續聚焦獨特的「一體化、端到端」CRDMO(合同研究、開發與生產)業務 模式,緊抓客戶對賦能需求的確定性,不斷拓展新能力、建設新產能,持續優 化生產工藝和提高經營效率,推動業務持續穩健增長,高效極致賦能客戶並致 力於將更多新藥、好藥帶給全球病患。 一、本期業績預告情況 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2359) 正面盈利預告 本公告乃由本公司根據上海證券交易所股票上市規則的規定及香港聯合交易 所有限公司證券上市規則第13.09(2)(a)條及香港法例第571章《證券及期貨條例》 第XIVA部有關披露義務的規定,在上海證券交易所及香港聯合交易所有限 公司同步刊登。董事會謹此公告,預期本公司於截至2025年6月30日止六個月 營業收入及歸屬於本公司股東的淨利潤相比2024年年度同期將錄得上升。 股東及 ...
药明康德(603259) - H股公告
2025-07-10 10:15
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10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 ...
药明康德(02359) - 翌日披露报表
2025-07-10 08:30
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10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 ...
药明康德(603259) - H股公告
2025-07-09 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9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 。 FF305 第 3 頁 共 8 頁 v 1.3.0 | 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 | | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 ...
药明康德(02359) - 翌日披露报表
2025-07-09 08:41
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9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 | | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | 已 ...