格隆汇9月22日丨根据联交所最新权益披露资料显示，2025年9月17日，凯莱英(06821.HK)遭Norges Bank在场内以每股均价105.8778港元减持22.62万股，涉 资约2395万港元。 减持后，Norges Bank最新持股数目为350.92万股，持股比例由13.56%下降至12.74%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 農大 | 股份數目 | | | ( 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) 材 | | | | | | | | | 份自分比 | | CS20250918E00502 | Norges Bank | 1201(L) | | 226,200(L) | HKD 105.8778 | 3.509,200(L) | 12.74(L)17/09/2025 | ...

Group 1 - Norges Bank reduced its stake in Kelaiying (06821) by 226,200 shares at a price of HKD 105.8778 per share, totaling approximately HKD 23.9496 million [1] - After the reduction, Norges Bank's latest holding is 3.5092 million shares, representing a holding percentage of 12.74% [1]

www.asymchem.com 目錄 | 公司資料 | 2 | | --- | --- | | 財務摘要 | 4 | | 管理層討論與分析 | 5 | | 企業管治及其他資料 | 28 | | 獨立審閱報告 | 62 | | 中期簡明綜合損益表 | 63 | | 中期簡明綜合全面收益表 | 64 | | 中期簡明綜合財務狀況表 | 65 | | 中期簡明綜合權益變動表 | 67 | | 中期簡明綜合現金流量表 | 68 | | 中期簡明綜合財務資料附註 | 70 | | 釋義及詞彙 | 86 | 公司資料 Asymchem Laboratories (Tianjin) Co., Ltd. 凱 萊 英 醫 藥 集 團（ 天 津 ）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 ) www.asymchem.com 股份代號 : 6821 中期報告 2025 一、董事會 1. 執行董事 Hao Hong博士 楊蕊女士 張達先生 洪亮先生 2. 非執行董事 Ye Song博士 張婷女士 3. 獨立非執行董事 孫雪嬌博士 侯欣一博士 謝維愷先生 （於2025年8月6日獲委任） 李家聰先生 （於2 ...

凯莱英(6821.HK)盘中一度跌4.75%报97.35港元，市值351.4亿港元。联交所最新权益披露资料显示，凯莱英于9月16日遭Norges Bank在场内以每股均价 104.5283港元减持26.28万股，涉资约2747万港元。减持后，其持股比例由14.51%下降至13.56%。(格隆汇) | 表格序號 | 大股東/董事/最高行政人員名 | 作出披露的 買入 / 費出或涉及的 | | 每股的平均價 | 持有權益的股份數目 | | 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 股份數目 原因 | | | (請參閱上述*註 | | 有投票權股 (日 / 月 / 年) | | | | | | | 1 | | 份百分比 1 % ) | | CS20250917E00436 | Norges Bank | 1201(L) | 262,800(L) | HKD 104.5283 | | 3,735,400(L) | 13.56(L)16/09/2025 | | | | ■ 肌菜英 分时 多日 日K 周K 月K 季K 年 ...

Group 1 - The Hong Kong innovative drug sector experienced a decline in the afternoon session on September 13, with notable drops in stock prices [1] - Innovent Biologics saw a decrease of over 7%, while Rongchang Biopharmaceutical and Green Leaf Pharmaceutical fell by more than 4% [1] - Other companies such as WuXi Biologics, Junshi Biosciences, and Kelun Pharmaceutical also experienced declines [1]

格隆汇9月19日丨根据联交所最新权益披露资料显示，2025年9月16日，凯莱英(06821.HK)遭Norges Bank在场内以每股均价104.5283港元减持26.28万股，涉 资约2747万港元。 减持后，Norges Bank最新持股数目为373.54万股，持股比例由14.51%下降至13.56%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | | (請參閱上述*註 | 有投票權股 (日 / 月 / 年) 材 | | | | | | | 解) | | 份百分比 | | Company of Canadian Carder Station Company of Children | | | | | and and other for a local of can and research and any and the commens ...

香港联交所最新数据显示，9月16日，Norges Bank减持凯莱英（002821）(06821)26.28万股，每股作价 104.5283港元，总金额约为2747万港元。减持后最新持股数目为373.54万股，最新持股比例为13.56%。 ...

智通财经APP获悉，香港联交所最新数据显示，9月16日，Norges Bank减持凯莱英(06821)26.28万股，每 股作价104.5283港元，总金额约为2747万港元。减持后最新持股数目为373.54万股，最新持股比例为 13.56%。 ...

Investment Rating - The report gives a "Buy" rating for the company, with a target price of 136.15 CNY based on a valuation of 35 times the expected earnings per share in 2026 [3][10]. Core Views - The company has established a strong foundation in small molecule CDMO (Contract Development and Manufacturing Organization) services and is gradually entering a harvest phase with its emerging businesses. The dual growth drivers are expected to position the company as a leading technology-driven one-stop CDMO service provider [2][8]. Summary by Sections Small Molecule CDMO - The small molecule CDMO business is the cornerstone of the company's operations, leveraging advanced technologies such as continuous reaction and biocatalysis to create competitive advantages in cost and efficiency. The company is expected to maintain steady growth in this segment due to increasing demand for high-value orders and expansion into international markets [9][26]. - In 2024, the small molecule business is projected to generate revenue of 45.71 billion CNY, with a gross margin of 47.95%. The company anticipates 12 projects in the validation phase for 2025, ensuring a robust order backlog for sustained growth [26][49]. Emerging Businesses - The company has diversified into several emerging business segments, including chemical macromolecule CDMO, clinical CRO (Contract Research Organization), and biopharmaceutical services. These segments are expected to contribute significantly to revenue growth, with the emerging business generating 12.26 billion CNY in 2024, reflecting a year-on-year growth of 2.25% [57][60]. - The chemical macromolecule CDMO segment, which includes peptides and oligonucleotides, is experiencing rapid commercialization, with a revenue increase of 13.3% in 2024 [59]. Financial Projections - The company is projected to achieve net profits of 11.70 billion CNY, 14.04 billion CNY, and 17.00 billion CNY for the years 2025, 2026, and 2027, respectively, with corresponding growth rates of 23.3%, 20.0%, and 21.1% [10][16]. - Earnings per share (EPS) are expected to rise from 3.24 CNY in 2025 to 4.71 CNY by 2027, indicating a strong upward trajectory in profitability [10][16]. Market Position and Strategy - The company aims to enhance its global footprint by expanding its production capabilities in Europe and Japan, particularly through the acquisition of the Sandwich Site in the UK, which is expected to bolster its service offerings and client penetration in these regions [54][56]. - The report highlights the company's commitment to maintaining a high level of research and development investment, which is crucial for sustaining its competitive edge in the rapidly evolving pharmaceutical landscape [21][22].

Group 1 - The company held its fifth board meeting on September 15, 2025, where all nine directors attended and approved the proposal to use temporarily idle raised funds for cash management [2][3] - The board approved the use of up to 600 million RMB of temporarily idle A-share raised funds to purchase low-risk, high-liquidity principal-protected financial products, with a usage period of 12 months from the date of approval [7][15] - The company has previously used idle raised funds for cash management, with a total of 1,655.61 million RMB utilized as of July 31, 2025, and has received 66.34 million RMB in returns from these investments [8][10] Group 2 - The company aims to improve the efficiency of idle raised funds and increase financial returns through investments in short-term, low-risk financial products [11][14] - The investment will be managed by the company's management team, with the finance department responsible for specific operations [11][15] - The company will ensure that the investment does not affect the normal construction of fundraising projects and daily operational needs [14]