| 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): | 26/08/2025 - 26/09/2025 | 格隆汇9月26日丨根据联交所最新权益披露资料显示，2025年9月23日，凯莱英(06821.HK)获Schroders PLC在场内以每股均价94.4487港元增持11.14万股，涉 资约1052.2万港元。 增持后，Schroders PLC最新持股数目为580.43万股，持股比例由20.66%上升至21.07%。 | 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 相關法 | | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | | (請參閱上述*註 有投票權股期(日/月/ 份權益 | | | | | | | | 10 份百分比 年) | | | | | | | | ( % ) | | CS2025 ...

香港联交所最新资料显示，9月23日，Schroders PLC增持凯莱英（002821）(06821)11.14万股，每股均价 94.4487港元，总金额约为1052.16万港元。增持后最新持股数目为580.43万股，最新持股比例为 21.07%。 ...

Group 1 - The CRO index experienced an intraday increase of 2.01%, indicating strong market performance in the sector [1] - Jiuzhou Pharmaceutical reached its daily limit up, showcasing significant investor interest [1] - Zhaoyan New Drug and Aopu Mai saw respective increases of 3.49% and 3.40%, reflecting positive momentum among key players [1] - WuXi AppTec and Kelai Ying both recorded gains exceeding 2.5%, further highlighting the active performance of the CRO sector [1]

智通财经APP获悉，香港联交所最新数据显示，9月22日，Norges Bank减持凯莱英(06821)5.62万股，每 股作价99.4441港元，总金额约为558.88万港元。减持后最新持股数目为327.08万股，最新持股比例为 11.87%。 ...

股票简称 股票代码 限售股类型 解禁股数 智通财经APP获悉，9月24日共有2家上市公司的限售股解禁，解禁总市值约8432.57万元。 今日具体限售解禁股情况如下： 凯莱英 002821 股权激励限售流通 63.29万 光库科技 300620 股权激励限售流通 60.53万 ...

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 - Institutional investors have shown interest in 123 stocks this week, with 22 stocks receiving target prices [1] - XJ Electric (603416) received a "Buy Over Market" rating from Guosen Securities, with a target price range of 75.43 to 82.98 CNY, while the latest closing price was 63.49 CNY [1] - Kailaiying (002821) was rated "Recommended" by Huachuang Securities, with a target price of 136.15 CNY, and the latest closing price was 110.70 CNY [1] Group 2 - Youyou Green Energy (301590) received a "Buy" rating from Tianfeng Securities, with a target price of 285.70 CNY, and the latest closing price was 200.00 CNY [1] - Shede Liquor (600702), Fudan Microelectronics, and China Satellite (600118) also received initial attention from institutions this week [1]

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]

Core Viewpoint - The Chinese innovative drug industry is gradually catching up with Europe and the United States in terms of technology, with some targets and technical pathways already leading globally. The number and value of new drugs authorized for overseas markets continue to increase, leading to world-class pricing and non-linear investment elasticity. The domestic market is experiencing strong growth in demand, with domestic new drug sales continuing to rise, and several innovative pharmaceutical companies have turned losses into profits, entering a stable growth phase [2]. Group 1: Innovative Drugs - The innovative drug sector is witnessing a significant increase in sales driven by strong domestic demand, with a number of innovative companies achieving profitability [2]. - The trend of domestic innovative drugs going overseas is accelerating, with increasing numbers and values of new drug authorizations [2]. - The pricing power of innovative drugs is improving, reflecting the global competitiveness of Chinese pharmaceutical companies [2]. Group 2: High-Value Medical Consumables - The orthopedic sector is expected to see mild price reductions due to continued domestic substitution and accelerated overseas business progress [2]. - The neurosurgery and neurointervention fields are experiencing stable growth post-collection, with new products being launched [2]. - The high-value consumables market is expected to benefit from ongoing domestic replacement and the introduction of new products [2]. Group 3: Medical Devices - The medical device sector is seeing a recovery in bidding prices, with ongoing high-speed growth in bidding data this year [2]. - Companies are entering a phase of inventory reduction, with performance expected to improve in the second half of the year [2]. - The low-value consumables sector is experiencing product upgrades and accelerated expansion into overseas markets [2]. Group 4: Blood Products - The supply side of the blood products industry is concentrating on central state-owned enterprises, gradually clearing the competitive landscape [2]. - The demand side is expected to see continuous upgrades to new products, with industry sentiment gradually improving [2]. Group 5: API (Active Pharmaceutical Ingredients) - The API sector is benefiting from the end of a capital expenditure peak, with three growth logic points driving upward trends: new high-end market products, integrated consolidation and overseas expansion, and cost-leading CDMO [2]. - Leading companies in the API sector are expected to see explosive growth in revenue and profits [2]. Group 6: CXO (Contract Research Organization) - The CXO sector is witnessing a recovery in A+H financing activity, with multiple significant business developments enhancing market confidence [2]. - The focus is on optimizing the supply-side landscape and increasing market share for leading CRO companies [2]. Group 7: Traditional Chinese Medicine and Retail Pharmacy - The traditional Chinese medicine sector is showing signs of recovery, with friendly pricing for new drugs and ongoing observation of collection progress [2]. - The retail pharmacy sector is influenced by the pace of supply-side clearing and business model upgrades, with expectations of increased store closures in the second half of 2025 [2]. Group 8: Research and Development Services - The domestic innovative drug business development is heating up, likely driving downstream demand recovery [2]. - The overseas market presents significant growth opportunities for domestic companies, leveraging cost-effectiveness and service differentiation [2].

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 ...