WuXi AppTec(02359)
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药明康德(603259) - 关于2025年第一次以集中竞价交易方式回购公司股份的进展公告


2025-07-02 09:47
无锡药明康德新药开发股份有限公司(以下简称"公司")于 2025 年 3 月 17 日召开第三届董事会第十七次会议暨 2024 年年度董事会,并于 2025 年 4 月 29 日 召开 2024 年年度股东大会,审议通过《关于 2025 年以集中竞价交易方式回购公 司 A 股股份的议案》,同意使用自有资金和自筹资金以集中竞价交易方式回购公司 A 股股份的方案(以下简称"本次回购股份方案"),回购资金总额为人民币 10 亿元,回购价格原为不超过人民币 92.05 元/股(含),因实施 2024 年度及 2025 年 回报股东特别分红 A 股权益分派,前述回购价格上限调整为不超过人民币 90.72 元/股(含)。回购期限自股东大会批准方案之日起不超过 12 个月(但受限于公司 A 股回购一般性授权的授权期限),回购的股份将全部予以注销并减少注册资本。 具体内容详见公司于 2025 年 5 月 15 日及 2025 年 6 月 25 日在上海证券交易所网 站(www.sse.com.cn)及指定媒体披露的相关公告。 证券代码:603259 证券简称:药明康德 公告编号:临 2025-045 无锡药明康德新药开发股份 ...
药明康德(02359) - 翌日披露报表


2025-07-02 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2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) | 已發行股份總數 | | | | 已發行股份(不包括庫存 ...
药明康德(603259) - H股公告


2025-07-01 10:45
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1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 ...
药明康德(02359) - 翌日披露报表


2025-07-01 10:10
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1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 ...
没有巨头的江南“小城”,靠什么人均GDP四超上海?
3 6 Ke· 2025-07-01 04:33
Core Viewpoint - Wuxi has successfully transformed its industrial landscape by shutting down thousands of polluting enterprises and focusing on high-value industries, particularly integrated circuits, positioning itself as a key player in the Yangtze River Delta region and surpassing Shanghai in per capita GDP for four consecutive years [1][5][7]. Group 1: Industrial Transformation - Wuxi's per capita GDP reached 216,900 RMB in 2024, ranking second nationally and surpassing Shanghai for the fourth consecutive year [7]. - The city has become a core node for high-value industries, particularly integrated circuits, with an output value of 240 billion RMB in 2023, ranking second among Chinese cities [5][19]. - Wuxi's industrial land output efficiency is approximately 300 billion RMB per square kilometer, significantly higher than that of Suzhou and Hangzhou [20]. Group 2: Strategic Positioning - Wuxi's industrial strategy aligns with national priorities, focusing on integrated circuits and supercomputing, which has allowed it to embed itself into the national industrial framework [19][40]. - The city has successfully transitioned from a traditional industrial base to a new type of industrial powerhouse, leveraging its historical strengths and adapting to ecological constraints [7][47]. Group 3: Key Industries and Companies - Wuxi hosts leading companies in various sectors, including: - Huahong Semiconductor, the largest power device foundry globally [6]. - SK Hynix, the largest DRAM production base worldwide [6]. - WuXi Biologics, among the top three global CDMO capacities in biopharmaceuticals [6]. - The integrated circuit industry in Wuxi is characterized by a balanced structure with local enterprises dominating, enhancing resilience against external risks [22]. Group 4: Historical Context and Development Model - Wuxi's industrial evolution is rooted in the "Su Nan Model," which emphasizes local government support and collective economic initiatives [23][27]. - The city has a historical foundation in manufacturing, with early developments in township enterprises that laid the groundwork for its current industrial landscape [27][30]. Group 5: Challenges and Future Outlook - Despite its successes, Wuxi faces potential risks related to over-diversification and the need for stronger focus in key industries to maintain competitive advantages [41][45]. - The city must balance its diverse industrial base while fostering leading enterprises that can penetrate technological barriers and attract top talent [46].
创新药产业链观点更新+25Q2业绩前瞻
2025-07-01 00:40
Summary of Conference Call Records Industry Overview - The innovative drug industry chain is gradually stabilizing and recovering, with CXO orders rebounding since last year, leading to strong mid-year performance in key segments [1][2][3] - The overall trend for the pharmaceutical sector in Q2 2025 is positive, particularly in innovative drugs and their supply chains, despite recent market fluctuations [2][3] Key Companies and Performance - **Hengrui, Huadong, and China Biopharmaceutical** are expected to achieve double-digit growth in Q2 and for the entire year [1][6] - **WuXi AppTec** aims for a revenue target of 43 billion, with an expected growth of over 15% and faster net profit growth; **WuXi AppTec's** revenue growth is projected at over 35% for the year [1][11] - **Kelaiying** anticipates a revenue growth of over 15% for the year, while **Kanglong Huacheng** expects around 10% growth in revenue and profit for Q2 [1][11][13] - **BaiPuSi and Haoyuan Pharmaceutical** are performing well, with most companies expecting revenue growth of over 20% [1][15] Market Catalysts - Recent adjustments in medical insurance policies and industry conferences (WCLC, ESMO, Ash) are seen as potential catalysts for growth in the innovative drug sector [1][7][9] - The upcoming medical insurance negotiations and directory adjustments are expected to be significant driving forces in the second half of the year [9][10] Investment Opportunities - Despite a recent decline in market sentiment, large-cap companies like **BaiJi, Hengrui, XinDa, Kangfang, and Shiyao** are recommended for investment, along with smaller companies like **Dizhe and Yifangzejin** [10] - The CXO and upstream sectors are highlighted as key investment areas, with strong performance expected due to improved orders and geopolitical factors [19][20] Sector Performance - The medical device sector is still in a clearing inventory phase, with some companies showing good growth, particularly in overseas markets [17][18] - The OTC and traditional Chinese medicine sectors have not shown significant improvement but may see recovery in the second half of the year [5][18] Future Outlook - The overall outlook for the second half of 2025 remains optimistic, with expectations of continued growth in the innovative drug sector and supportive external factors [9][24] - The domestic financing environment is expected to improve, with a notable increase in activity anticipated in the latter half of the year [26][38] Conclusion - The innovative drug industry chain, particularly the CXO segment, is positioned for strong growth, supported by favorable market conditions and strategic company performances. Investors are encouraged to focus on key players within this sector for potential opportunities.
药明康德(603259) - 关于受托人完成《2025年H股奖励信托计划》附加授予条件项下10亿港元H股股票购买的公告


2025-06-30 10:30
证券代码:603259 证券简称:药明康德 公告编号:临 2025-044 无锡药明康德新药开发股份有限公司 关于受托人完成《2025 年 H 股奖励信托计划》附加授予条件项下 10 亿港元 H 股股票购买的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 无锡药明康德新药开发股份有限公司(以下简称"公司")于 2025 年 4 月 29 日召开 2024 年年度股东大会,审议通过《无锡药明康德新药开发股份有限公 司 2025 年 H 股奖励信托计划(草案)》(以下简称"《2025 年 H 股奖励信托 计划》")。根据《2025 年 H 股奖励信托计划》,受托人使用公司提供的不超 过 25 亿港元的资金通过市场内交易方式以现行市场价格购买 H 股股票作为基本 授予条件及附加授予条件项下授予奖励股票的来源(不会稀释现有股东权益), 该等股票将用以激励公司的核心员工。具体内容详见公司于 2025 年 3 月 26 日及 2025 年 4 月 30 日在上海证券交易所网站(www.sse.com.cn)及指定媒体披露的 相关股东 ...
药明康德(603259) - H股公告


2025-06-30 10:30
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6月30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 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | ...
药明康德:计划受托人完成2025年H股奖励信托计划附加授予条件项下10亿港元的H股股份购买
news flash· 2025-06-30 10:28
Core Viewpoint - WuXi AppTec (603259) announced a plan for a trust scheme to purchase H-shares worth HKD 1 billion, which will be used for the 2025 H-share incentive trust plan [1] Group 1 - The company plans to purchase a total of 12.9879 million H-shares, representing approximately 0.45% of the total issued share capital as of the announcement date [1] - The purchased H-shares will be allocated to selected participants upon achieving the additional grant condition, which requires the group to reach a revenue of RMB 43 billion or more by 2025 [1] - As of the announcement date, the trustee has completed a total purchase of H-shares worth HKD 2.5 billion under the 2025 H-share incentive trust plan, which will serve as the source of shares for both basic and additional grant conditions [1]
药明康德(02359) - 自愿公告 - 计划受托人完成2025年H股奖励信托计划附加授予条件项下1...


2025-06-30 10:22
WUXI APPTEC CO., LTD. * 無錫藥明康德新藥開發股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2359) 自願公告 計劃受託人完成2025年H股獎勵信託計劃 附加授予條件項下10億港元的H股股份購買 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。 截至本公告日期,董事會包括執行董事李革博士、陳民章博士、胡正國先生、楊青博士及 張朝暉先生;非執行董事童小幪先生及吳亦兵博士;以及獨立非執行董事盧韶華女士、 俞衛博士、張新博士、詹智玲女士及冷雪松先生。 2025年6月13日至2025年6月27日,計劃受託人根據本公司指示通過市場內交易 方式實施2025年H股獎勵信託計劃附加授予條件項下的H股股份購買,累計使 用資金10億港元,購買H股股份數為12,987,886股H股,佔本公司截至本公告日 期已發行股本總額的約0.45%,前述購買H股股份將作為2025年H股獎勵信託計 劃項下附加授予條件(即本集團於2025年實現的 ...