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药明康德股价小幅回落 公司斥资2799万元回购股份
Jin Rong Jie· 2025-08-15 16:52
截至2025年8月15日收盘,药明康德股价报97.80元,较前一交易日下跌0.89%。当日成交额达53.62亿 元,振幅为2.68%。 药明康德属于医疗服务行业,是一家全球领先的医药研发服务企业,业务涵盖药物发现、开发及生产服 务。2025年中期,公司实现收入207.99亿元,归母净利润85.61亿元。 消息面上,药明康德于8月15日回购29万股A股股份,合计支付金额2799万元。 资金流向方面,8月15日主力资金净流出2.36亿元,近五个交易日主力资金累计净流入11.19亿元。 风险提示:市场有风险,投资需谨慎。 ...
中华交易服务香港生物科技指数上涨1.74%,前十大权重包含药明康德等
Jin Rong Jie· 2025-08-15 14:13
Group 1 - The core index, the CESHKB, increased by 1.74% to 9852.81 points with a trading volume of 14.774 billion [1] - The CESHKB index has risen by 20.92% in the past month, 69.27% in the past three months, and 116.13% year-to-date [1] - The index is compiled by China Securities Index Co., Ltd. under the commission of China Securities Trading Service Co., Ltd. and aims to reflect the overall performance of biotechnology companies listed in Hong Kong [1] Group 2 - The top ten weighted stocks in the CESHKB index include: - CanSino Biologics (13.72%) - Innovent Biologics (9.48%) - 3SBio (8.99%) - WuXi Biologics (8.61%) - BeiGene (8.53%) - WuXi AppTec (6.93%) - Kintor Pharmaceutical (4.94%) - Zai Lab (4.28%) - Nuo Therapeutics (4.1%) - Genscript Biotech (3.78%) [1] - The CESHKB index is entirely composed of stocks listed on the Hong Kong Stock Exchange, with 100% allocation [2] - The index's holdings are exclusively in the healthcare sector, with 100% allocation to the pharmaceutical and healthcare industry [2]
药明康德8月15日斥资2799.09万元回购28.55万股A股
Zhi Tong Cai Jing· 2025-08-15 12:38
药明康德(603259)(02359)发布公告,该公司于2025年8月15日斥资2799.09万元人民币回购28.55万股A 股,每股回购价格为96.71-99.28元人民币。 ...
药明康德(02359.HK)8月15日耗资2799.1万元回购28.55万股A股
Ge Long Hui· 2025-08-15 09:21
格隆汇8月15日丨药明康德(02359.HK)发布公告,2025年8月15日耗资2799.1万元人民币回购28.55万股A 股,回购价格每股96.71-99.28元。 ...
药明康德(603259) - H股公告
2025-08-15 09:15
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15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 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) ...
药明康德(02359)8月15日斥资2799.09万元回购28.55万股A股
智通财经网· 2025-08-15 09:08
智通财经APP讯,药明康德(02359)发布公告,该公司于2025年8月15日斥资2799.09万元人民币回购28.55 万股A股,每股回购价格为96.71-99.28元人民币。 ...
药明康德(02359) - 翌日披露报表
2025-08-15 08:42
表格類別: 股票 狀態: 新提交 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15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) | 已發行股份總數 | | | | 已發行股份(不包括庫 ...
药明康德20250814
2025-08-14 14:48
Summary of WuXi AppTec Conference Call Company Overview - WuXi AppTec is a leading global provider in the small molecule Contract Research, Development, and Manufacturing Organization (CRDMO) sector, with a revenue scale exceeding 40 billion yuan and a market share of approximately 8%-9% globally, which is expected to double in the future [2][29]. Financial Performance - The company is projected to achieve revenues of 42.5 to 43.5 billion yuan in 2025, reflecting a mid-double-digit growth rate, with an adjusted net profit margin expected to improve [2][9]. - The adjusted net profit margin reached 30% in the first half of 2025, driven by revenue structure optimization and cost reduction efforts [2][11]. - Capital expenditures are anticipated to be between 7 to 8 billion yuan in 2025, focusing on overseas markets and new molecular businesses, particularly peptides [2][10]. Business Segments - The chemical segment continues to be the core revenue and profit source, with its revenue share increasing to nearly 80% by 2024 and expected to rise further in 2025 [2][15]. - The small molecule CLDMO integrated business model covers the entire chain from drug discovery to commercial production, with early R&D contributing 20% of revenue, small molecule CDMO accounting for 62%, and rapidly growing peptide business reaching 20% [2][16]. Market Dynamics - The company has maintained a growth trajectory despite geopolitical risks, such as US-China tariffs, which have had limited actual impact on operations [2][7][13]. - The peptide business is a key growth driver, with expected revenue growth exceeding 80% in 2025, supported by demand for GLP-1 class products [2][19]. Operational Challenges - The testing business has faced challenges due to intense domestic competition, leading to a decline in revenue and gross margins [2][20][21]. - The clinical CRO and SMO sectors are experiencing significant competitive pressure, particularly in the CRO space, which has seen a 15% decline in revenue [2][23]. Future Outlook - WuXi AppTec is expected to continue its upward trajectory, with a strong order backlog and anticipated revenue growth of over 30% in 2025 [2][27]. - The company is well-positioned to capitalize on the global small molecule CMO market, with significant capital investments planned to enhance production capacity [2][31][32]. Key Risks - Geopolitical risks, particularly related to tariffs and regulations affecting Chinese suppliers, remain a concern but are being managed effectively [2][6][7]. - The company’s personnel size is expected to shrink in 2025 due to business divestitures, yet it will maintain the largest technical team globally [2][14]. Conclusion - WuXi AppTec is poised for robust growth driven by its strategic focus on high-demand sectors, effective management of geopolitical risks, and a strong operational foundation, making it a key player in the CRDMO industry [2][32].
药明康德(603259) - H股公告
2025-08-14 09:30
公司名稱: 無錫藥明康德新藥開發股份有限公司 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 呈交日期: 2025年8月14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) | 已發行股份總數 | | | | 已發行股份(不包括庫 ...
药明康德(02359.HK)8月14日耗资2799.11万元回购28.23万股A股
Ge Long Hui· 2025-08-14 08:29
Group 1 - WuXi AppTec (02359.HK) announced a share buyback plan on August 14, 2025, with a total expenditure of 27.9911 million RMB to repurchase 282,300 A-shares [1] - The buyback price per share ranges from 97.55 to 102.23 RMB [1]