每经记者｜陈晴 每经编辑｜魏官红 并购重组 中化装备：拟发行股份收购益阳橡机100%股权、北化机100%股权 中化装备公告，公司拟发行股份购买中国化工装备有限公司持有的益阳橡胶塑料机械集团有限公司 100%股权、北京蓝星节能投资管理有限公司持有的蓝星（北京）化工机械有限公司100%股权，并向不 超过35名符合条件的特定投资者发行股份募集配套资金。 中化国际：拟发行股份购买南通星辰100%股权 药明康德公告，2025年上半年营业收入207.99亿元，同比增长20.64%。归母净利润85.61亿元，同比增 长101.92%。 增减持 开勒股份：实控人及其一致行动人拟减持3% 开勒股份公告，公司控股股东、实际控制人卢小波及其一致行动人、董事于清梵计划于2025年8月19日 至2025年11月18日，通过集中竞价和大宗交易方式合计减持股份不超过269.58万股，占剔除回购股份后 总股本的3%。 中化国际公告，公司拟以发行股份的方式向中国蓝星（集团）股份有限公司购买其所持有的南通星辰合 成材料有限公司100%股权。本次交易的相关审计、评估工作尚未完成，标的资产的评估值及交易作价 均尚未确定。 雪峰科技：拟1.54亿元收 ...

Company News - China Railway Construction (01186.HK) reported a new contract amount of approximately 1,056.17 billion yuan for the first half of the year, a year-on-year decrease of 4.04% [2] - China Metallurgical Group (01618.HK) announced a new contract amount of 548.2 billion yuan for the first half of the year, down 19.1% year-on-year [2] - Sichuan Chengyu Expressway (00107.HK) won the bid for the G5 Jingkun Expressway Chengdu to Ya'an section expansion project, with a total investment of approximately 28.548 billion yuan [2] - Road King Infrastructure (01098.HK) reported total property sales of 5.232 billion yuan for the first half of the year, a decrease of 28.37% year-on-year [2] - Amax Holdings (00880.HK) plans to acquire a property in Hengqin for 724.2 million yuan to diversify its business portfolio [2] - Chaoyue Eye Hospital (02219.HK) signed a construction contract for the first phase of its comprehensive medical facility project, with a contract value of 223 million yuan [2] - Bay Area Development (00737.HK) reported total toll revenue of 243 million yuan for June, a year-on-year decrease of 4% [2] - Decent Pharmaceuticals-B (06996.HK) received approval for its drug, Hivio®, for the second-line treatment of multiple myeloma in China [2] - Tianchen Holdings (01201.HK) plans to invest 30 million yuan to establish a joint venture in Shenzhen for new energy heavy truck charging stations [2] Performance Summary - WuXi AppTec (02359.HK) reported mid-year revenue of 20.799 billion yuan, a year-on-year increase of 20.64%, and a net profit of 8.561 billion yuan, up 101.92% year-on-year [3] Earnings Announcements - China Nonferrous Mining (01258.HK) issued a profit warning, expecting mid-term net profit of approximately 258 million USD, a year-on-year increase of about 18% [4] - Hualing Pharmaceutical-B (02552.HK) issued a profit warning, expecting mid-term net profit of approximately 1.184 billion yuan, turning from loss to profit [4] - Little Yellow Duck (02250.HK) issued a profit warning, expecting mid-term revenue to increase by over 30% year-on-year [4] - Qingci Games (06633.HK) issued a profit warning, expecting mid-term net profit to increase by approximately 78%-130% year-on-year [4] - Goodbaby International (01086.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 40%-50% year-on-year [4] - Qianhai Health (00911.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 60%-70% year-on-year [4] - Tianan Health (00383.HK) issued a profit warning, expecting mid-term net profit to decrease to approximately 7 million to 17 million HKD [4] - Pacific Network (00543.HK) issued a profit warning, expecting mid-term net loss of approximately 5 million to 15 million yuan [4] Buyback and Increase Dynamics - HSBC Holdings (00005.HK) repurchased 348,700 shares for approximately 35.487 million HKD at a price of 101.4-102 HKD [3] - China Eastern Airlines (00670.HK) repurchased 2.5 million shares for approximately 7.4983 million HKD at a price of 2.97-3.03 HKD [3] - Founder Holdings (00418.HK) canceled a total of 17.9962 million shares that had been repurchased [3]

金十数据7月28日讯，药明康德公告，截至2025年6月末，公司持续经营业务在手订单人民币566.9亿 元，同比增长37.2%。报告期内，公司持续经营收入人民币204.1亿元，其中来自美国客户收入人民币 140.3亿元，同比增长38.4%；来自欧洲客户收入人民币23.3亿元，同比增长9.2%；来自中国客户收入人 民币31.5亿元，同比下降5.2%；来自其他地区客户收入人民币9.0亿元，同比增长7.6%。 药明康德：来自美国客户收入人民币140.3亿元，同比增长38.4% ...

Core Insights - WuXi AppTec's stock closed at 91.62 yuan, up 3.08%, with a rolling PE ratio of 23.54, marking a 601-day low, and a total market capitalization of 263.15 billion yuan [1] - The average PE ratio for the healthcare services industry is 48.04, with a median of 58.89, placing WuXi AppTec at 17th in the industry ranking [1] - As of the 2025 semi-annual report, 395 institutions hold WuXi AppTec shares, including 390 funds, with a total shareholding of 1,159.40 million shares valued at 80.64 billion yuan [1] Company Overview - WuXi AppTec provides integrated, end-to-end drug research and development and manufacturing services for the global pharmaceutical and life sciences industries [1] - The company's main business segments include chemical services, testing services, and biological services [1] - For the 2025 semi-annual report, WuXi AppTec reported revenue of 20.80 billion yuan, a year-on-year increase of 20.64%, and a net profit of 8.56 billion yuan, a year-on-year increase of 101.92%, with a gross profit margin of 44.45% [1] Industry Comparison - WuXi AppTec's PE ratio of 23.54 is significantly lower than the industry average of 48.04 and the median of 58.89 [2] - Other companies in the healthcare services sector have higher PE ratios, with the highest being 47.98 for Sunshine Nuohe and 46.61 for Wanbang Medicine [2] - The total market capitalization of WuXi AppTec is 263.15 billion yuan, which is substantial compared to other companies in the industry [2]

Core Insights - Wuxi AppTec reported a strong performance in the first half of 2025, with revenue reaching 20.799 billion yuan, a year-on-year increase of 20.64% [1] - The net profit attributable to shareholders was 8.56 billion yuan, reflecting a significant year-on-year growth of 101.92% [1] - The company plans to increase its full-year revenue forecast to between 42.5 billion and 43.5 billion yuan, up from the previous estimate of 41.5 billion to 43 billion yuan [4] Financial Performance - Revenue from continuing operations grew by 24.24% year-on-year [1] - Adjusted net profit (non-IFRS) for the first half of 2025 increased by 44.4% [5] - The company achieved a record high of 56.7 billion yuan in backlog orders for continuing operations [5] Shareholder Returns - Wuxi AppTec announced a special dividend of approximately 1 billion yuan, which has already been completed [5] - The board approved a mid-year profit distribution plan, proposing a total cash dividend of around 1 billion yuan [5] - The company has executed multiple share repurchase plans totaling 4 billion yuan since 2024, with the latest repurchase amounting to 1 billion yuan [6][8] Future Outlook - The company expects its continuing operations revenue growth to return to double digits, with an adjusted growth rate of 13-17% [4] - Capital expenditures for 2025 are projected to reach 7-8 billion yuan, with free cash flow expectations adjusted to 5-6 billion yuan [5]

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 | | | | 已發行股份（不包括庫存股份）數 | 行股份（不包括庫存股 | | 庫存股份數目 | | | | | | 目 | 份）數目百分比 (註3) | | | | | | 於下列日期開始時的結存( ...

無錫藥明康德新藥開發股份有限公司（「本公司」）董事會（「董事會」）宣佈，張 遠舟先生（「張先生」）已辭任(i)本公司其中一名公司秘書（「公司秘書」）；(ii)根據 香港聯合交易所有限公司（「聯交所」）證券上市規則（「上市規則」）第3.05條項下 的本公司授權代表（「授權代表」）； 及(iii)根據上市規則第19A.13(2)條項下及香 港法例第622章公司條例第16部在香港代表本公司接受送達法律程序文件及通 知書的代理人（「法律程序文件代理人」），自2025年7月28日起生效。張先生已 確認，彼與董事會概無意見分歧，亦無有關其辭任之事宜須提請本公司股東或 聯交所垂注。 於胡正國先生退休（將於2025年7月31日起生效）後，彼將不再擔任另一名授權 代表，而盧韶華女士將獲委任為另一名授權代表以接替胡正國先生，自2025年 7月31日起生效。 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，並表明概不就因本公告全部或任何部份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 ...

Core Insights - WuXi AppTec's performance in the first half of 2025 was impressive, with revenue reaching 20.8 billion yuan, a year-on-year increase of 20.64%, and net profit attributable to shareholders soaring by 101.92% [1][6][7] - The company expects its revenue growth rate for ongoing operations to be adjusted from 10-15% to 13-17%, with total revenue for the year projected to be between 42.5 billion and 43.5 billion yuan [1][6] Financial Performance - Revenue for the first half of 2025 was 20.8 billion yuan, up 20.64% from the previous year [1][5] - Net profit attributable to shareholders was 8.56 billion yuan, reflecting a significant increase of 101.92% [1][5][7] - The company's non-GAAP net profit was 5.58 billion yuan, growing by 26.47% year-on-year [1][5][7] - Basic earnings per share reached 3.01 yuan, a 106.16% increase compared to the previous year [1][5][7] - Operating cash flow net amount was 7.43 billion yuan, up 49.63% year-on-year [1][5][8] Asset and Equity Position - Total assets at the end of the reporting period were 83.82 billion yuan, an increase of 4.35% from the previous year [5][8] - Net assets attributable to shareholders were 59.91 billion yuan, reflecting a 2.18% increase [5][8] - The weighted average return on equity improved to 13.93%, up 6.31 percentage points from the previous year [7] Cash Flow and Dividend Policy - The company reported strong operating cash flow, exceeding expectations with a net amount of 74.3 billion yuan [8] - WuXi AppTec has implemented a generous dividend policy, distributing a special dividend of 3.5 yuan per 10 shares, with an additional mid-term dividend of 3.5 yuan, totaling 7 yuan per 10 shares [8] - The total cash dividends distributed are expected to exceed 2 billion yuan [8]

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之內容概不負責，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 因依賴該等內容而引致之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 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2359） 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第 13.10B條作出。 茲載列本公司在上海證券交易所網站刊登的以下資料中文全文，僅供參閱。 承董事會命 無錫藥明康德新藥開發股份有限公司 董事長 李革博士 香港，2025年7月28日 截至本公告日期，本公司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。 * 僅供識別 证券代码：603259 证券简称：药明康德 公告编号：临 2025-051 公司为全球医药及生命科学行业提供一体化、端到端的新药研发和生产服务， 在亚洲、欧洲、北美等地均设有运营 ...

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之內容概不負責，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 因依賴該等內容而引致之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 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2359） 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第 13.10B條作出。 茲載列本公司在上海證券交易所網站刊登的以下資料中文全文，僅供參閱。 承董事會命 無錫藥明康德新藥開發股份有限公司 董事長 李革博士 香港，2025年7月28日 截至本公告日期，本公司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。 * 僅供識別 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。 重要内容提示： 每 10 股派发现金红利人民币 ...