智通财经APP讯，药明康德(02359)发布公告，于2025年8月20日斥资2999.5万元回购33.11万股A股。 ...

格隆汇8月20日丨药明康德(02359.HK)发布公告，2025年8月20日耗资2999.5万元人民币回购33.11万股A 股，回购价格每股89.41-91.9元。 ...

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（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | | | | 於下列日期開始時的結存(註1) | 2025年8月19日 | 2,485,141,055 | | ...

Summary of WuXi XDC (2268.HK) Earnings Call Company Overview - **Company**: WuXi XDC - **Ticker**: 2268.HK - **Market Cap**: HK$69.6 billion / $8.9 billion - **Industry**: Healthcare Services, specifically focused on antibody-drug conjugates (ADC) and bioconjugates Key Financial Highlights - **1H25 Revenue**: Rmb2.7 billion, up 62% year-over-year - **1H25 Net Profit**: Rmb746 million, up 53% year-over-year - **Net Margin**: Improved to 27.6% from 26.4% in FY24 - **Gross Margin**: Increased to 36.1% from 30.6% in FY24 - **Full-Year Revenue Guidance**: Raised to +45% year-over-year from +35% previously, implying +33% year-over-year or 18% half-over-half in 2H25 - **New Order Growth**: +48% in 1H25, indicating strong industry momentum in ADC [1][2][22] Client and Project Growth - **Total Clients**: Increased to 563 from 499 in 2024 - **Total Projects**: Reached 225, up from 194 at the end of 2024 - **Newly Signed iCMC Projects**: 37, compared to 27 in 2H24 - **Top 20 Global Pharma Clients**: 13 out of 20 are now clients, consistent with 2H24 [2][13] Operational Insights - **Backlog**: Increased to US$1,329 million from US$991 million at the end of 2024 - **Capacity Expansion**: - DP3 achieved GMP release in July 2025 - DP5 under construction, expected GMP release in 2027 - Singapore site mechanical completion achieved in June 2025, with GMP operations expected in 1H26 - **Capex Budget**: Raised to Rmb1.56 billion for FY25, with Rmb900 million allocated to Singapore and Rmb450 million to WuXi site [15][18] Market Position and Strategy - **Market Leadership**: Maintained No.1 position in IND approvals with ~22% market share by revenue - **Emerging Modalities**: Focus on ADC + I/O combinations and novel XDC modalities, with significant growth in non-ADC projects [13][15] - **Investment in Proprietary Platforms**: Continued investment in platforms like WuXi DARx and WuXiTecan to enhance client offerings [15] Risks and Considerations - **Legislative Risks**: Potential impacts from the proposed BIOSECURE bill - **Market Competition**: Increasing competition from global peers - **Geopolitical Uncertainties**: Risks associated with geopolitical factors affecting operations - **Manufacturing Capacity Expansion Delays**: Risks related to the timely expansion of manufacturing capabilities [21][22] Valuation and Rating - **Price Target**: HK$55.7, based on a 12-month forward P/E of 31x - **Current Price**: HK$58.10, indicating a downside of 4.1% - **Rating**: Neutral, reflecting a cautious outlook due to uncertainties in the market [20][21] Conclusion WuXi XDC demonstrates strong financial performance and growth in client base and project backlog, positioning itself as a leader in the ADC market. However, it faces potential risks from legislative changes and increasing competition, warranting a neutral investment rating.

Group 1 - A total of 43 stocks experienced a net inflow of over 2 billion yuan in large orders today [1] - Sichuan Changhong led the net inflow with 1.573 billion yuan, the highest among all stocks [1] - Industrial Fulian ranked second with a net inflow of 1.386 billion yuan [1] Group 2 - The stocks with the highest net outflow included Dongfang Caifu, which saw a net outflow of 2.603 billion yuan, the largest in this category [1] - Northern Rare Earth and WuXi AppTec followed with net outflows of 1.637 billion yuan and 1.231 billion yuan, respectively [1]

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8月19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 ...

金融界8月19日消息，上证指数高开震荡，上证市值百强指数 (市值百强，000155)下跌0.59%，报 3062.95点，成交额2597.91亿元。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过10%。定期调整设置缓冲区，排名在80名之前的新样本优先进 入；排名在120名之前的老样本优先保留。特殊情况下将对指数进行临时调整。当样本退市时，将其从 指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，上证市值百强指数十大权重分别为：贵州茅台（7.58%）、中国平安（5.39%）、招 商银行（4.55%）、兴业银行（3.17%）、紫金矿业（2.89%）、长江电力（2.86%）、中信证券 （2.61%）、恒瑞医药（2.38%）、工商银行（2.23%）、药明康德（2.05%）。 从上证市值百强指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证市值百强指数持仓样本的行业来看，金融占比36.54%、工业占比12.81%、信息技术占比 12.23%、主要消费占比10.37%、原 ...

Group 1 - The stock price of WuXi AppTec (603259.SH) closed at 90.26 yuan, reflecting a decline of 6.93% [1] - On July 30, WuXi AppTec's stock reached its highest point of the year at 102.49 yuan [2] - Between July 29 and July 31, a total of 17 brokerage firms issued positive research reports on WuXi AppTec [2]

中国经济网北京8月19日讯 药明康德（603259）(603259.SH)今日股价收报90.26元，跌幅6.93%。 7月30日，药明康德股价在盘中达到了年内最高点102.49元。 而7月29日至7月31日，共有17家券商发布研报唱多药明康德，分别为：中国国际金融股份有限公司、华 泰证券股份有限公司、信达证券（601059）股份有限公司、湘财证券股份有限公司、招商证券股份有限 公司、光大证券股份有限公司、西部证券（002673）股份有限公司、国泰海通证券股份有限公司、浦银 国际证券有限公司、华西证券（002926）股份有限公司、中信建投（601066）证券股份有限公司、国投 证券股份有限公司、国信证券股份有限公司、中国银河（601881）证券股份有限公司、西南证券股份有 限公司、开源证券股份有限公司、中泰证券（600918）股份有限公司。 ...

Market Overview - The Hong Kong stock market experienced a slight decline on August 19, with the Hang Seng Index falling by 0.21% to 25,122.90, the Hang Seng China Enterprises Index down by 0.30% to 9,006.23, and the Hang Seng Tech Index decreasing by 0.67% to 5,542.03, indicating a relatively stable overall sentiment [1][2]. Sector Performance - Major technology stocks mostly declined, with significant drops in the film and television sector, semiconductor stocks, Chinese brokerage firms, rare earth concept stocks, innovative pharmaceuticals, gold stocks, and brain-computer interface concept stocks. Notably, the live-streaming stock Dongfang Zhenxuan plummeted nearly 21% [2][3]. - The property management sector showed strength throughout the day, while consumer sectors such as restaurants and sports goods performed actively [2][3]. Individual Stock Movements - Major tech stocks like NetEase and Xiaomi fell by 1.2% and 1.23% respectively, while Meituan and JD.com also saw slight declines. Tencent and Kuaishou experienced minor increases [4][5]. - Semiconductor stocks faced significant declines, with SMIC and Hua Hong Semiconductor dropping over 3%. However, a report from Tianfeng Securities suggests a positive outlook for global semiconductor growth driven by AI by 2025 [5][6]. - The pharmaceutical outsourcing sector saw substantial losses, with Tigermed down over 8% and other companies like WuXi AppTec and Zai Lab also declining significantly [7][8]. - Chinese brokerage stocks fell, with Xingsheng International down over 6% and other major firms like China International Capital Corporation and Shenwan Hongyuan also experiencing declines. However, there are indications of improving liquidity in the securities market, which could benefit brokerage firms [8]. Gold and Precious Metals - Gold and precious metals stocks declined, with companies like Chifeng Jilong Gold and Lingbao Gold dropping over 3%. Market sentiment is influenced by expectations surrounding the Federal Reserve's policy direction and geopolitical developments [8][9]. Property Management and Consumer Sectors - The property management sector saw notable gains, with Wanwu Cloud rising over 7% and other firms like Zhengrong Service and Rongchuang Service also increasing by more than 5%. This is supported by government measures to stabilize the real estate market [9][10]. - The restaurant sector experienced significant gains, with Daoxiang Holdings up over 11% and other companies like Xiaocaiyuan and Haidilao also showing positive performance [11]. Capital Inflows - Southbound funds recorded a net inflow of 18.573 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 8.911 billion HKD and the Shenzhen-Hong Kong Stock Connect adding 9.662 billion HKD [14]. Market Sentiment - Huatai Securities noted that the Hong Kong stock index has been fluctuating but is on an upward trend, with increased volatility. The market is currently in a critical phase awaiting verification of significant domestic and international events, suggesting a window for position adjustments [16].