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 截至月份: 2025年8月31日 狀態: 重新提交 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 呈交日期: 2025年9月5日 I. 法定/註冊股本變動 | 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 (-) | | | 91,150,340 | | | RMB | | 91,150,340 | | 本月底結存 | | | 478,226,490 | RMB | | 1 RMB | | 478,226,490 | | 2. 股份分類 ...

Company Overview - WuXi AppTec Co., Ltd. is a leading global pharmaceutical and biotechnology company, providing comprehensive services in drug discovery, development, and manufacturing [1] - The company was established on December 1, 2000, and went public on May 8, 2018 [1] - The main business segments include small molecule chemistry (78.37%), testing services (12.93%), biological services (6.02%), and other services (1.90%) [1] Stock Performance - On September 5, the stock price of WuXi AppTec increased by 5.09%, reaching 107.13 CNY per share, with a trading volume of 7.877 billion CNY and a turnover rate of 3.05% [1] - The total market capitalization of the company is approximately 316.195 billion CNY [1] Fund Holdings - The Shangyin Fengyi Mixed A Fund (011504) holds a position in WuXi AppTec, having reduced its holdings by 2,000 shares in the second quarter, now holding 10,000 shares, which represents 1.26% of the fund's net value [2] - The fund has achieved a floating profit of approximately 51,900 CNY from its investment in WuXi AppTec [2] Fund Manager Information - The fund manager of Shangyin Fengyi Mixed A is Gao Yong, who has been in the position for 8 years and 255 days [3] - The total asset size of the fund is 55.1468 million CNY, with a best return of 23.78% during Gao Yong's tenure [3]

9月5日，药明康德涨5.09%，截至发稿，报107.13元/股，成交78.76亿元，换手率3.05%，总市值3161.95 亿元。 长安沪深300非周期指数A（740101）基金经理为肖洁。 截至发稿，肖洁累计任职时间3年211天，现任基金资产总规模5.16亿元，任职期间最佳基金回报 27.32%， 任职期间最差基金回报-26.3%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，无锡药明康德新药开发股份有限公司位于上海浦东新区外高桥保税区富特中路288号,香港铜 锣湾希慎道33号利园1期19楼1910室，成立日期2000年12月1日，上市日期2018年5月8日，公司主营业务 涉及小分子化学药的发现、研发及生产全方位、一体化平台服务,以全产业链平台的形式面向全球制药 企业提供各类新药的研发、生产及配套服务。主营业务收入构成为：化学业务78.37%，测试业务 12.93%，生物学业务6.02%，其他(补充)1.90%，其他业务0.79%。 从 ...

Core Insights - The Hong Kong biopharmaceutical sector has shown significant growth in the first half of the year, with many companies entering a phase of revenue generation from prior R&D efforts, leading to a rise in related indices [1][5] - Approximately 110 Hong Kong biopharmaceutical companies reported mid-year earnings, with nearly 70 companies experiencing year-on-year revenue growth, and around 10 companies achieving revenue growth exceeding 100% [1] - The Hang Seng Innovative Drug Index has increased by 117.55% year-to-date, indicating a rapid recovery in investor confidence in the Hong Kong biopharmaceutical market [1] Performance Drivers - Multiple factors contributed to the performance improvement, including increased sales of core products, accelerated licensing agreements, and the application of AI technology [1][3] - Leading companies like Hengrui Medicine and WuXi AppTec reported double-digit growth, with Hengrui's net profit increasing by 29.67% and WuXi's net profit rising by 95.5% [1][3] International Expansion - Several Hong Kong biopharmaceutical companies are accelerating their internationalization efforts, with notable examples including Akeso, which received approval for Glecirasib, resulting in a milestone payment of 50 million RMB [2] - Innovent Biologics reported a 74.3% increase in total revenue, with a significant reduction in losses, as it explores collaboration and licensing opportunities abroad [2] AI Technology Impact - The application of AI technology has emerged as a crucial growth driver, with companies like Crystal Holding reporting a 615.2% increase in revenue from drug discovery solutions [3] - Hengrui's collaboration with Insilico Medicine aims to leverage AI for accelerating the discovery and development of innovative therapeutic antibodies [3] R&D Investment - A common characteristic among high-performing companies is the sustained investment in R&D, with Hansoh Pharmaceutical increasing its R&D expenditure by approximately 20.4% to 1.441 billion RMB, representing 19.4% of its revenue [3][4] - Innovent Biologics has commercialized five new drugs and is advancing its next-generation innovation pipeline globally [4] Market Trends - The Hong Kong biopharmaceutical sector is experiencing a listing boom, with nearly 10 companies going public this year, including major players like Hengrui and Silver诺 [6] - The successful IPOs and significant stock price increases of newly listed companies have enhanced market confidence and attracted more firms to consider listing in Hong Kong [6]

Company Overview - WuXi AppTec, established on December 1, 2000, is located in Shanghai and Hong Kong, and was listed on May 8, 2018. The company provides a comprehensive platform for the discovery, development, and manufacturing of small molecule drugs, serving global pharmaceutical companies [1] - The company's revenue composition is as follows: Chemical business 78.37%, Testing business 12.93%, Biological business 6.02%, Other (supplementary) 1.90%, Other business 0.79% [1] Stock Performance - On September 4, WuXi AppTec's stock fell by 5.04%, trading at 105.29 CNY per share, with a total transaction volume of 4.619 billion CNY and a turnover rate of 1.74%. The total market capitalization is 310.764 billion CNY [1] Fund Holdings - TaiKang Fund has a significant position in WuXi AppTec, with its Medical Health fund (159760) reducing its holdings by 10,200 shares in the second quarter, now holding 121,100 shares, which constitutes 10.52% of the fund's net value, making it the largest holding [2] - The Medical Health fund was established on December 6, 2021, with a latest scale of 80.0606 million CNY. Year-to-date returns are 22.55%, ranking 1802 out of 4222 in its category, while the one-year return is 37.42%, ranking 2442 out of 3789 [2]

Group 1 - The actual controller and chairman of Yong'an Pharmaceutical, Chen Yong, has had his detention lifted, allowing him to resume his duties, which enhances investor confidence in the company's future development [1] - FTSE Russell announced the inclusion of BeiGene and WuXi AppTec in the FTSE China A50 Index, reflecting the increasing importance of A-share companies in the global capital market and foreign investment interest in China's innovative drug sector [2] - Otsuka Pharmaceutical's application for the targeted drug, Belimumab injection, for IgA nephropathy has been accepted, potentially filling a market gap in a field with limited treatment options and providing a new growth point for the company [3] Group 2 - Ruizhi Pharmaceutical announced a partnership to establish a fund focused on investing in innovative drugs and medical devices, which will enhance the company's resource reserves and align with current industry trends [4] - Menova's subsidiary has received approval for Mosapride Citrate Tablets in China, which is expected to generate new revenue growth for the company and strengthen its position in the pharmaceutical industry [5]

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The report highlights that several innovative pharmaceutical companies have shown impressive mid-year performance in 2025, driven by supportive policies, overseas licensing, and product commercialization [5] - The report emphasizes the increasing importance of innovation in the Chinese pharmaceutical industry, with significant opportunities expected as policies are gradually implemented [4] Summary by Sections Industry Overview - The pharmaceutical and biotechnology industry is experiencing growth, with a notable comparison of the industry index against the CSI 300 index, showing a positive trend [2] Company Performance - Heng Rui Pharmaceutical achieved revenue of 15.761 billion yuan in H1 2025, a year-on-year increase of 15.88%, with a net profit of 4.450 billion yuan, up 29.67% [3] - China Biopharmaceutical reported revenue of 17.575 billion yuan in H1 2025, a growth of approximately 11%, with a net profit of 3.389 billion yuan, a significant increase of about 140% [3] - BeiGene recorded revenue of 17.518 billion yuan in H1 2025, a year-on-year growth of 46.03%, turning a profit of 450 million yuan compared to a loss of 2.877 billion yuan in the same period last year [3] - WuXi AppTec demonstrated strong performance with a revenue increase of 20.64% year-on-year, reaching 20.4 billion yuan, and a net profit growth of 101.92% [3] Policy Support - The report notes that recent government policies are encouraging the development of innovative drugs, with measures to enhance R&D support and streamline clinical trial approval processes [4]

Core Viewpoint - The company, WuXi AppTec, is a leading global provider of integrated new drug research and production services, benefiting from the depreciation of the Renminbi and its strong position in the CRO and CMO sectors [2][3]. Company Overview - WuXi AppTec is an integrated platform for the discovery, development, and production of small molecule chemical drugs, serving global pharmaceutical companies [2][7]. - The company was established on December 1, 2000, and went public on May 8, 2018 [7]. - The revenue composition includes: Chemical business 78.37%, Testing business 12.93%, Biological business 6.02%, Other (supplement) 1.90%, Other business 0.79% [7]. Financial Performance - For the first half of 2025, WuXi AppTec achieved revenue of 20.799 billion yuan, a year-on-year increase of 20.64%, and a net profit attributable to shareholders of 8.561 billion yuan, up 101.92% year-on-year [7]. - The company has distributed a total of 13.027 billion yuan in dividends since its A-share listing, with 9.373 billion yuan distributed over the past three years [8]. Market Position - WuXi AppTec holds a dominant position in the domestic pharmaceutical outsourcing industry and is one of the earliest companies engaged in CRO and CMO services in China [2]. - As of the 2024 annual report, overseas revenue accounted for 78.67% of total revenue, benefiting from the depreciation of the Renminbi [3]. Shareholder Information - As of July 15, 2025, the number of shareholders is 235,500, with no change in the average circulating shares per person [7]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings by some institutional investors [8][9].

Group 1 - The proposal regarding the cancellation of the supervisory board, changes to the company's registered capital, and amendments to the articles of association needs to be submitted to the company's second extraordinary general meeting of shareholders in 2025 for review [1] - The shareholders' meeting will authorize the board of directors to handle the changes to the registered capital and amendments to the articles of association, with further authorization to the chairman or other designated individuals for related business registration and filing matters [1] Group 2 - The announcement is made by the board of directors of Wuxi AppTec Co., Ltd. on September 3, 2025 [2]

Core Viewpoint - WuXi AppTec is restructuring its organization to clarify the roles and responsibilities of its domestic operating entities and holding platforms, which includes transferring 98.9% of the shares of Hualan Pharmaceutical held by its subsidiary Shanghai WuXi to a newly established wholly-owned subsidiary, WuXi Research [1][2] Group 1: Company Actions - The share transfer involves WuXi AppTec transferring its entire 98.9% stake in Hualan Pharmaceutical to WuXi Research, which will directly hold these shares post-transfer [1] - This share transfer is within the board's authority and does not require shareholder approval, nor does it constitute a related party transaction or a major asset restructuring as per regulations [1] Group 2: Industry Context - The global CDMO industry is shifting from "capacity competition" to "technology + efficiency competition," with Hualan Pharmaceutical needing to adapt to technological advancements and evolving customer demands [2] - The restructuring aims to integrate resources between WuXi Research and Hualan Pharmaceutical, facilitating seamless transitions from research demands to production, which is crucial for maintaining Hualan's competitive edge in the small molecule sector [2] Group 3: Financial Implications - The share transfer is an internal asset reconfiguration that does not involve cash transactions, thus it will not significantly impact WuXi AppTec's financial statements [2] - The restructuring is expected to enhance overall operational efficiency in the long term, potentially leading to positive financial performance [2][3] Group 4: Future Considerations - The specific plan and implementation timeline for the share transfer remain uncertain, pending the signing of relevant agreements and approvals from tax authorities and business registration [3]