5月7日，药明康德今日收盘58.25元，下跌3.46%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到15.05倍，总市值1682.26亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均38.69倍，行业中值38.36倍，药明康德排 名第17位。 截至2025年一季报，共有385家机构持仓药明康德，其中基金378家、其他5家、券商2家，合计持股数 110979.28万股，持股市值747.11亿元。 无锡药明康德新药开发股份有限公司的主营业务是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。公司的主要产品是化学业务、测试业务、生物学业务。 最新一期业绩显示，2025年一季报，公司实现营业收入96.55亿元，同比20.96%；净利润36.72亿元，同 比89.06%，销售毛利率42.26%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)17药明康德15.0517.802.701682.26亿行业平均 38.6944.673.39150.90亿行业中值38.3649.102.7051.49亿1润达医疗-310.89205.732.68113.73亿2何氏眼 科- ...

恒生指数收盘涨0.13%，恒生科技指数跌0.75%。医药股跌幅居前，百济神州跌近8%，药明生物跌近 7%，药明康德跌近3%。南向资金净卖出78.66亿元。 ...

根据药明康德数据库统计，截至2025年4月30日，2025年4月全球生物医药领域共计完成139起融资活 动，累计公开披露的融资总额超过了31亿美元。其中，有20家专注于开发创新药的公司完成的单笔融资 额突破了5000万美元大关。 ...

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 FF301 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4月30日 狀態: 新提交 呈交日期: 2025年5月6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 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 387,076,150 | RMB | | 1 RMB | | 387,076,150 | | 2. 股份分類 | 普通股 | 股份類別 ...

证券代码：603259 证券简称：药明康德 公告编号：临 2025-034 无锡药明康德新药开发股份有限公司 关于分别调整2024年度利润分配总额及2025年回报股东特别分红总 额的公告 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： 调整原因：无锡药明康德新药开发股份有限公司（以下简称"公司"或 "本公司"）自 2024 年度利润分配方案和 2025 年回报股东特别分红方案（以下 合称"本次利润分配"）披露之日起至本公告日期间，公司实施了 2025 年第二 次集中竞价交易方式回购公司 A 股股份方案，累计回购股份 2,855,916 股，前述 股份不参与本次利润分配，导致公司享有利润分配权的总股本发生变动。公司按 照维持每股分配金额不变的原则进行分配，相应调整分配总额。 调整情况：公司本次利润分配方案分红总额分别调整如下： （1）2024 年度利润分配方案现金分红总额：每 10 股派发现金红利人民币 9.8169 元（含税）不变，派发现金红利总额由 2,835,113,437.82 元（含税）调整 为 2,8 ...

无锡药明康德新药开发股份有限公司 证券代码：603259 证券简称：药明康德 公告编号：临 2025-035 关于 2025 年第二次以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/4/9 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 月 7 月 8 | 9 | 日~2025 | 年 | 日 | | 预计回购金额 | 10亿元~10亿元 | | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | √为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 2,855,916股 | | | | | | 累计已回购股数占总股本比例 | 0.0989% | | | | | | 累计已回购金额 | 160,058,458.32元 | | | | | | 实际回购价 ...

April 27, 2025 04:24 PM GMT Pharmaron | Asia Pacific 1Q25 Results First Take: Revenue In Line with MSe; New Order Growth Slightly Softer Than Expected Key Takeaways Geographical mix: 1Q25 revenue streams from North America, EU and China delivered YoY growth of 16.8%, 26.6% and 13.1%, accounted for c. 65%, 18% and 15% of total revenue, respectively with another 2% from rest of the world. Customer base: Revenue stream from top 20 pharma and other customers grew 29% and 14% YoY, respectively. Cash flow: Net op ...

证券代码：603259 证券简称：药明康德 公告编号：临2025-032 无锡药明康德新药开发股份有限公司 2024年年度股东大会、2025年第一次A股类别股东会议及2025年第一次H股类别股东会议决议公告 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东大会召开的时间：2025年4月29日 (二)股东大会召开的地点：上海外高桥喜来登酒店，上海市自由贸易试验区基隆路28号 (三)出席会议的普通股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由公司董事会召集，会议现场以现场投票和网络投票相结合的方式进行表决，由董事长Ge Li （李革）博士主持。会议的召集、召开和表决符合《公司法》和《公司章程》的规定。 (五)公司董事、监事和董事会秘书的出席情况 1、公司在任董事12人，出席12人； 2、公司在任监事3人，出席3人； 3、公司董事会秘书、联席公司秘书张远舟先生出席本次会议；公司首席财务官 ...

Core Viewpoint - In Q1 2025, the company's performance exceeded expectations with significant profit margin improvements, driven by the CRDMO service model and continuous capacity ramp-up, alongside ongoing optimization of production processes and efficiency [1][9]. Financial Performance - The company reported Q1 2025 revenue of 9.655 billion yuan, a year-on-year increase of 20.96% [2]. - Net profit attributable to shareholders reached 3.672 billion yuan, up 89.06% year-on-year [2]. - Non-IFRS adjusted net profit was 2.68 billion yuan, reflecting a 40.0% increase [2]. Order Growth and Business Segments - As of March 2025, the company had a strong order backlog of 52.33 billion yuan, a 47.1% year-on-year increase, indicating robust demand for high-quality services [3]. - Revenue from U.S. clients was 6.38 billion yuan, up 28.4% year-on-year, while European clients contributed 1.3 billion yuan, a 26.2% increase [3]. Chemical Business Performance - The chemical business generated revenue of 7.39 billion yuan in Q1 2025, a 32.9% increase, driven by growth in D&M and TIDES business segments [4]. - The adjusted non-IFRS gross margin for the chemical business was 47.5%, an increase of 4.2 percentage points [4]. New Molecule Development - The company successfully synthesized and delivered over 460,000 new compounds in the past 12 months, a 6% increase [5]. - The D&M business segment reported revenue of 3.85 billion yuan, a 13.8% year-on-year increase [5]. Testing and Biological Services - Testing business revenue was 1.29 billion yuan, a 4.0% decline, primarily due to price adjustments in the domestic market [6]. - The biological business generated revenue of 610 million yuan, an 8.2% increase, contributing to the overall CRDMO business model [7]. Profitability and Efficiency - The company's gross margin for Q1 2025 was 42.26%, an increase of 4.13 percentage points year-on-year, attributed to capacity release and efficiency improvements [8]. - Operating cash flow was 3.195 billion yuan, a 41.57% increase, driven by profit growth [8]. Future Outlook - The company expects continued growth in D&M and TIDES business segments, supported by the CRDMO service model and increasing global drug development demand [9]. - Revenue projections for 2025 to 2027 are 42.609 billion yuan, 48.518 billion yuan, and 55.038 billion yuan, with respective year-on-year growth rates of 8.6%, 13.9%, and 13.4% [10].

Summary of Key Points Core Viewpoint - WuXi AppTec experienced significant trading activity on April 30, with a total of 152,200 shares traded through block transactions, amounting to 9.2017 million yuan, at a price of 60.45 yuan per share, reflecting a premium of 2.16% over the closing price of the day [2]. Trading Activity - On April 30, there were 2 block trades for WuXi AppTec, totaling 152,200 shares and 9.2017 million yuan in transaction value [2]. - The stock's closing price on the same day was 59.17 yuan, which represented a decline of 2.12% [2]. - The daily turnover rate was 1.72%, with a total trading volume of 2.561 billion yuan and a net outflow of 246 million yuan in main funds [2]. - Over the past 5 days, the stock has increased by 5.25%, with a total net inflow of 72.5224 million yuan [2]. Financing and Ratings - The latest margin financing balance for WuXi AppTec is 3.906 billion yuan, which has decreased by 323 million yuan over the past 5 days, a decline of 7.63% [2]. - In terms of institutional ratings, 6 institutions provided ratings for the stock in the past 5 days, with Huatai Securities setting the highest target price at 93.30 yuan as of April 29 [2].