Group 1 - The company Kailaiying announced the resignation of senior executive Xinhui Hu due to personal reasons, effective immediately upon submission of the resignation report to the board [1] - For the first half of 2025, the company's revenue composition shows that the pharmaceutical industry accounts for 99.9% of total revenue, while other businesses contribute only 0.1% [1] - The current market capitalization of Kailaiying is 39.9 billion yuan [2]

截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 凱萊英醫藥集團（天津）股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 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 | 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) | 06821 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 27,553,260 | RMB | | | 1 RMB | | 27,553,260 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 27,553,260 | RMB | | | 1 RMB | | 27,553,260 | | 2. 股份分類 ...

凯莱英医药集团（天津）股份有限公司 关于高级管理人员离任的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 凯莱英医药集团（天津）股份有限公司（以下简称"公司"）董事会近日收 到公司高级管理人员XINHUI HU先生递交的书面离任报告。XINHUI HU先生因个人 原因，申请辞去公司高管职务。根据《公司法》和《公司章程》等有关规定，XINHUI HU先生的书面离任报告自送达董事会之日生效。 截至本公告披露日，XINHUI HU先生未直接持有公司股份，其离任不会影响 公司生产经营活动的正常开展。XINHUI HU先生任职期间，勤勉尽责，恪尽职守， 积极推动公司业务发展。公司及公司董事会对XINHUI HU先生在任期间对公司发 展所作出的贡献表示衷心的感谢！ 特此公告。 凯莱英医药集团（天津）股份有限公司董事会 证券代码：002821 证券简称：凯莱英 公告编号：2025-058 二〇二五年九月二日 ...

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: 新提交 致：香港交易及結算所有限公司 公司名稱: 凱萊英醫藥集團（天津）股份有限公司 呈交日期: 2025年9月1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) | 06821 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 27,553,260 | RMB | | | 1 RMB | | 27,553,260 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 27,553,260 | RMB | | | 1 RMB | | 27,553,260 | 第 2 頁 共 11 ...

Group 1 - CRO concept stocks have shown significant gains, with WuXi AppTec (603259) up 6.3% at HKD 114.7, WuXi Biologics (02269) up 6.02% at HKD 35.2, and others like Kanglong Chemical (300759) and Kelaiying (002821) also experiencing notable increases [1] - Dongwu Securities reports that 22 CXO listed companies are expected to see revenue, net profit attributable to shareholders, and net profit excluding non-recurring gains and losses grow by 14.16%, 64.03%, and 24.82% year-on-year for the first half of 2025, respectively [1] - The second quarter of 2025 is projected to show further improvement in revenue and profit growth rates, with expected increases of 15.15% in revenue and 53.58% in net profit attributable to shareholders [1] Group 2 - Xiangcai Securities highlights the active performance of the innovative drug industry chain under the backdrop of national encouragement for innovation, despite ongoing pressures from medical insurance cost control [2] - The establishment of a multi-tiered payment system and the rigid demand for medical services are expected to stabilize and rebound the industry [2] - Companies in the pharmaceutical outsourcing services sector, particularly in ADC CDMO and peptide CDMO for weight loss drugs, are recommended for attention, including WuXi AppTec, Haoyuan Pharmaceutical, and WuXi Biologics [2]

Investment Rating - The report provides a positive outlook on the MASH non-invasive diagnosis technology, suggesting it could accelerate new drug development in the pharmaceutical and biotechnology sector [2]. Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 0.65% from August 25 to August 29, underperforming compared to the Wind All A index (1.9%) and the CSI 300 index (2.71%). Only the medical research outsourcing (4.9%) and other biological products (0.14%) sectors saw gains, while in vitro diagnostics (-4.12%), raw materials (-3.34%), and vaccines (-0.59%) faced significant declines [2][7]. - The FDA has accepted the proposal for using VCTE-LSM as a reasonable alternative endpoint for clinical trials in adults with MASH and moderate to advanced fibrosis. This non-invasive method is expected to enhance patient compliance and could lead to a surge in drug development in the MASH area within the next two to three years [2][13]. - The report emphasizes the potential for domestic companies in China to leverage their cost advantages and forward-looking strategies in the field of non-invasive companion diagnostics, particularly in the MASH drug development competition [2]. Market Weekly Review - The pharmaceutical and biotechnology sector's performance was notably weaker than the broader market indices, with specific sub-sectors like medical research outsourcing and other biological products showing resilience [7][8]. - Individual stocks such as Tianchen Medical (30.1%), Ailis (25.6%), and Maiwei Biotech-U (22.4%) performed well, while stocks like Lifang Pharmaceutical (-13.9%), Yuekang Pharmaceutical (-11.9%), and Kanghua Biotech (-11.1%) faced significant losses [10][12]. Industry News and Key Company Announcements - On August 28, Kangfang Biotech announced that its drug AK112 received approval for treating advanced non-squamous non-small cell lung cancer, with promising clinical trial results expected to be presented at an international conference [12]. - The report highlights various companies' financial performances, with notable revenue changes and profit margins, indicating a mixed outlook across the sector [16][17].

| 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 有關事件的日期相關 | | --- | --- | --- | --- | --- | --- | | | 博 | 原因 | 股份數目 | | (請參閱上述 * 註 有投票權股 (日 / 月 / 年) 權 | | | | | | | 解) 份百分比 | | | | | | | ( 96 ) | | CS20250827E00351 | Norges Bank 1101(L) HKD 92.0514 | | | 235,600(L) | 4,053,000(L) 14.71(L)26/08/2025 | 追加内容 本文作者可以追加内容哦 ! 增持后，Norges Bank最新持股数目为405.3万股，持股比例由13.85%上升至14.71%。 | 股份代號: | 06821 | | --- | --- | | 上市法國名稱: | 凱萊英醫藥集團(天津)股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 01/08/2025 - 01/09/2025 | ...

格隆汇9月1日丨根据联交所最新权益披露资料显示，2025年8月26日，凯莱英(06821.HK)获Norges Bank在场内以每股均价92.0514港元增持23.56万股，涉资 约2168.73万港元。 增持后，Norges Bank最新持股数目为405.3万股，持股比例由13.85%上升至14.71%。 | 股份代號: | 06821 | | --- | --- | | 上市法國名稱: | 凱萊英醫藥集團(天津)股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 01/08/2025 - 01/09/2025 | | 豪格序號 | 大股東/童事/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 有關事件的日期相關 | | --- | --- | --- | --- | --- | --- | --- | | | 전 | 原因 | 股份數目 | | | (請參閱上述*註 有投票權股(日/月/年) 權 | | | | | | | | 125 2 份自分比 | | | | | | | | ( % ) | | CS20250827 ...

Core Insights - The company achieved revenue of 3.188 billion yuan in H1 2025, representing an 18.2% increase, and a net profit attributable to shareholders of 617 million yuan, up 23.7% [1] - The company’s overseas revenue showed robust growth, particularly in Europe, where revenue reached 548 million yuan, growing over 200% year-on-year, accounting for 17% of total revenue [2] - The company’s emerging business segment is entering a high-growth phase, with revenue from chemical macromolecules expected to double for the full year [4] Financial Performance - In H1 2025, the company reported a gross margin of 43.5%, an increase of 1.3 percentage points, and an adjusted net profit margin of 21.4%, up 5.4 percentage points [2] - The company’s revenue for Q2 alone was 1.647 billion yuan, reflecting a 26.94% increase, with a net profit of 291 million yuan, up 33.94% [1] - The company has a strong order backlog of 1.088 billion USD, indicating high revenue certainty for the full year, with expected revenue growth of 13-15% [2] Business Segments - The small molecule CDMO business generated revenue of 2.429 billion yuan in H1 2025, showing a steady growth of 10.6% [3] - The emerging business segment reported revenue of 756 million yuan, a significant increase of 51.2%, with a backlog growth of over 40% [4] - The chemical macromolecule business saw revenue of 379 million yuan, growing over 130%, with expectations for continued strong growth in the second half of the year [4] Future Outlook - The company anticipates revenue for 2025-2027 to be 6.755 billion, 8.066 billion, and 9.488 billion yuan, with year-on-year growth rates of 16.37%, 19.40%, and 17.63% respectively [4] - Net profit projections for the same period are 1.155 billion, 1.377 billion, and 1.668 billion yuan, with growth rates of 21.70%, 19.24%, and 21.11% respectively [4]

Group 1 - The weight loss drug concept sector increased by 1.80%, ranking 6th among concept sectors, with 33 stocks rising, including Puris with a 20% limit up, and Haoyuan Pharmaceutical, Medisi, and Xinnowei with increases of 13.70%, 8.96%, and 7.30% respectively [1][2] - The leading stocks in terms of net inflow of main funds in the weight loss drug sector included Heng Rui Pharmaceutical with a net inflow of 5.35 billion yuan, followed by Hanyu Pharmaceutical, Fosun Pharmaceutical, and Kailai Ying with net inflows of 819.35 million yuan, 618.34 million yuan, and 589.18 million yuan respectively [2][3] Group 2 - The main fund inflow ratios for stocks in the weight loss drug sector were led by Puris at 21.03%, followed by Nawei Technology at 11.85% and Sunshine Nuohe at 8.90% [3][4] - The stocks with significant daily trading volume and net inflow ratios included Heng Rui Pharmaceutical with a daily increase of 5.08% and a turnover rate of 1.60%, and Hanyu Pharmaceutical with a daily increase of 3.34% and a turnover rate of 13.37% [3][4] Group 3 - The weight loss drug sector saw a total net inflow of 5.52 billion yuan, with 27 stocks experiencing net inflows, and 6 stocks receiving over 500 million yuan in net inflows [2][3] - The stocks that experienced the largest declines included Dezhan Health, *ST Sansheng, and Borui Pharmaceutical, with decreases of 1.81%, 1.74%, and 1.60% respectively [1][6]