格隆汇8月4日｜药明康德公告称，截至2025年7月31日，公司累计通过集中竞价交易方式回购A股股份 6514425股，占公司本公告日总股本的0.2268%，回购最高价格人民币90.70元/股，回购最低价格人民币 65.53元/股，使用资金总额人民币4.97亿元。 ...

智通财经APP讯，药明康德(02359)发布公告，于2025年8月4日该公司斥资人民币2799.43万元回购30.74 万股A股，回购价格为每股人民币89.95-92.56元。 ...

格隆汇8月4日丨药明康德(02359.HK)发布公告，2025年8月4日耗资2799.43万元人民币回购30.74万股A 股，回购价格每股89.95-92.56元。 ...

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) 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4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 行股份（不包括庫存股 份）數目百分比 ...

呈交日期: 2025年8月4日 I. 法定/註冊股本變動 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: 無錫藥明康德新藥開發股份有限公司 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 備註： 第 1 頁 共 12 頁 v 1.1.1 FF301 FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02359 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 387,076,150 | RMB | | 1 RMB | | 387,076,150 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 387,076,150 | RMB | | 1 RMB | | 387,0 ...

金十数据8月4日讯，港股早盘低开后震荡走高，恒指收涨0.49%，报24627.25点；科指收涨0.93%，报 5447.62点。盘面上，黄金股、半导体股、影视股上涨；加密货币概念股回调，医药股、能源股下跌， 汽车股分化。个股方面，英诺赛科(02577.HK)涨超12%，华虹半导体(01347.HK)涨6.5%，新东方 (09901.HK)涨4.6%，快手(01024.HK)、联想集团(00992.HK)涨3.5%；药明康德(02359.HK)跌近3%，比亚 迪股份(01211.HK)跌超2%，中国海洋石油(00883.HK)、阿里巴巴(09988.HK)跌超1%。 港股午评： 科指收涨0.93% 英诺赛科续涨12% ...

Group 1 - The core viewpoint of the article highlights the strong performance of WuXi AppTec (603259)(02359) in the first half of the year, with robust growth in revenue and net profit, as well as an expansion in profit margins [1] - The TIDES business segment has shown outstanding performance, while the chemical business has demonstrated resilient growth, helping to offset the weakness in clinical CRO and testing services [1] - The management has raised the revenue guidance for 2025 to between 42.5 billion and 43.5 billion RMB, indicating a projected growth of 13% to 17% in ongoing operations, with capital expenditures remaining unchanged at 7 billion to 8 billion RMB [1] Group 2 - According to the report, the profit forecasts for WuXi AppTec for the next two years have been increased by 15% and 22% respectively [1] - The target price for the company has been raised from 81 HKD to 122 HKD, while maintaining a "Buy" rating [1]

Core Viewpoint - WuXi AppTec (02359) demonstrated strong performance in the first half of the year, with robust growth in revenue and net profit, alongside margin expansion and notable performance in TIDES business [1] Financial Performance - Revenue and net profit showed steady growth, with TIDES business performing exceptionally well [1] - The chemical business exhibited resilient growth, helping to offset the weakness in clinical CRO and testing services [1] Management Guidance - Management raised the 2025 revenue guidance to RMB 42.5 billion to RMB 43.5 billion, indicating a projected growth of 13% to 17% in ongoing operations [1] - Capital expenditure remains unchanged at RMB 7 billion to RMB 8 billion [1] Analyst Forecasts - Zhongyin International upgraded WuXi AppTec's earnings forecasts for the next two years by 15% and 22% respectively [1] - The target price was increased from HKD 81 to HKD 122, maintaining a "Buy" rating [1]

Core Viewpoint - WuXi AppTec demonstrated strong performance in the first half of the year, with robust growth in revenue and net profit, alongside margin expansion [1] Group 1: Financial Performance - Revenue and net profit showed steady growth, indicating a solid financial foundation [1] - The management raised the 2025 revenue guidance to between 42.5 billion to 43.5 billion, reflecting an expected growth of 13% to 17% in ongoing operations [1] Group 2: Business Segments - The TIDES (Therapeutics, Inhalation, Drug Delivery, and Specialty) business performed exceptionally well, contributing significantly to overall growth [1] - The chemical business exhibited resilient growth, showcasing the company's diversified capabilities [1] Group 3: Future Outlook - Capital expenditure is expected to remain stable at 7 billion to 8 billion [1] - Earnings forecasts for the next two years have been raised by 15% and 22%, respectively, indicating positive market sentiment [1] - The target price has been adjusted from 81 HKD to 122 HKD, maintaining a "Buy" rating [1]

聚焦资本市场创新"赛道" 编者按 在资本市场中，行业板块的动态一直是投资者关注的焦点。近期，创新药、CPO概念（算力）与半导体、人工智能等板块热度居高不下，创新"赛道"备受 市场关注。创新药关乎人类健康与医疗进步，在政策扶持、技术突破下蓬勃发展，具备全球竞争力的企业将通过差异化创新和国际化布局打开成长天花 板；受益于全球AI算力需求爆发及技术迭代加速，CPO概念板块下半年将维持高景气度；人工智能行业进入快速发展期，技术的深度应用推动相关企业商 业化发展，盈利整体增加。本期《资本市场》聚焦创新行业，以期为市场提供有价值的参考。 | 数读市场 | | --- | | 8月1日,A股震荡走低,英伟达产业链调整,创新药、 | | 中药题材继续强势,AI硬件、应用概念股此消彼长。截 | | 至收盘,上证指数报3559.95点,深证成指报10991.32 | | 点。 | | 7月28日至8月1日,A股市场整体呈现回调态势,多数宽 | | 基指数下跌。Wind百大概念指数上涨比例43%。在板块 | | 方面,仅19%板块获得正收益,医药生物、通信、传媒 | | 相对表现良好,分别上涨2.95%、2.54%、1.13%。 ...