每经AI快讯，10月30日，凯莱英（002821）(002821.SZ)公告称，公司发布2025年第三季度报告，第三 季度实现营业收入14.42亿元，同比下降0.09%；归属于上市公司股东的净利润为1.83亿元，同比下降 13.46%。前三季度实现营业收入46.30亿元，同比增长11.82%；归属于上市公司股东的净利润为8.00亿 元，同比增长12.66%。 ...

格隆汇10月30日｜凯莱英(002821.SZ)发布2025年第三季度报告，第三季度实现营业收入14.42亿元，同 比下降0.09%；归属于上市公司股东的净利润为1.83亿元，同比下降13.46%。前三季度实现营业收入 46.30亿元，同比增长11.82%；归属于上市公司股东的净利润为8.00亿元，同比增长12.66%。 ...

凯莱英医药集团（天津）股份有限公司 2025 年第三季度报告 证券代码：002821 证券简称：凯莱英 公告编号：2025-064 凯莱英医药集团（天津）股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担个 别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 2 凯莱英医药集团（天津）股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 1,441,570,606.55 | -0.09% | 4,629,877,130. ...

凯莱英公告，第三季度营收为14.42亿元，同比下降0.09%；净利润为1.83亿元，同比下降13.46%。前三 季度营收为46.3亿元，同比增长11.82%；净利润为8亿元，同比增长12.66%。 ...

Key Points Summary of Kailaiying Conference Call Company Overview - Kailaiying was founded by Dr. Hong in 1998, with a development path similar to WuXi AppTec, listed on Shenzhen Stock Exchange in 2016 and Hong Kong Stock Exchange in 2021 [7][10] Industry and Business Segments - The company operates in the CDMO (Contract Development and Manufacturing Organization) sector, focusing on small molecules and emerging businesses such as large molecule CDMO, formulation CDMO, clinical CRO, and synthetic biology [2][4] - Emerging businesses currently account for approximately 20% of total revenue and are expected to grow rapidly, significantly contributing to overall performance [2][4] Financial Performance - Revenue growth is projected to be in the double digits from 2025 to 2027, with profit growth potentially slightly faster [6][16] - The small molecule CDMO segment is robust, contributing about 70% to 80% of total revenue, with a high gross margin of 90% [3][8] - The company reported a recovery in revenue and profit growth in Q4 2024, with expectations for strong growth in 2025 [5][16] Market Position and Strategy - Kailaiying's overseas revenue dominates, with only 26% from China, approximately 60% from the US, and around 13% from Europe, making it less affected by domestic price wars [9] - The company employs a leasing model for overseas expansion to mitigate financial risks associated with direct acquisitions, reflecting a cautious and stable growth strategy [5][17] Emerging Business Insights - The emerging business segment includes significant growth in the chemical large molecule area, with production capacity expected to reach 30,000 liters by the end of the year, indicating rapid expansion [12] - Key factors for growth in emerging businesses include large clients and orders in the peptide sector, which are crucial for future product sales [15] Management and Governance - Dr. Hong holds 32% of the company's shares and has extensive industry experience, supported by a management team with a strong background [10] - The company has implemented an equity incentive plan for over 600 employees, granting nearly 5 million restricted shares, demonstrating confidence in future growth [10] Clinical and Technological Advancements - Kailaiying has made significant breakthroughs in various clinical fields, including oncology, immunology, and rare diseases, with a strong order growth in large molecules [13][14] - The company is also innovating through CFCT technology and applying synthetic biology across multiple sectors, including food and cosmetics [14] Financial Health - As of the end of 2024, Kailaiying's cash reserves are close to 60 billion RMB, with a high proportion of financial assets [16] - The company is expected to see a revenue growth rate of over 40% in emerging businesses, with profit growth anticipated to outpace revenue growth [16]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 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） 於本公告日期，本公司董事會由董事長兼執行董事Hao Hong博士，執行董事楊蕊 女士、張達先生及洪亮先生，非執行董事Ye Song博士及張婷女士，以及獨立非 執行董事孫雪嬌博士、侯欣一博士及謝維愷先生組成。 董事會會議日期 凱萊英醫藥集團（天津）股份有限公司（「本公司」）董事會（「董事會」）謹此公佈， 董事會會議將於2025年10月30日（星期四）舉行，藉以（其中包括）考慮及批准本 公司及其附屬公司截至2025年9月30日止九個月的第三季度業績及其發佈，以及 處理其他事項（如有）。 承董事會命 凱萊英醫藥集團（天津）股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 中國天津，2025年10月15日 （股份代號：6821） ...

Core Viewpoint - The company, Kelaiying (06821.HK), has announced that its board meeting will take place on October 30, 2025, to consider and approve the third-quarter performance for the nine months ending September 30, 2025, along with addressing other matters if necessary [1] Group 1 - The board meeting is scheduled for October 30, 2025 [1] - The meeting will focus on the approval of the company's third-quarter results for the nine months ending September 30, 2025 [1] - Other matters may also be addressed during the meeting [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 凱萊英醫藥集團（天津）股份有限公司（「本公司」）董事會（「董事會」）謹此公佈， 董事會會議將於2025年10月30日（星期四）舉行，藉以（其中包括）考慮及批准本 公司及其附屬公司截至2025年9月30日止九個月的第三季度業績及其發佈，以及 處理其他事項（如有）。 承董事會命 凱萊英醫藥集團（天津）股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 中國天津，2025年10月15日 於本公告日期，本公司董事會由董事長兼執行董事Hao Hong博士，執行董事楊蕊 女士、張達先生及洪亮先生，非執行董事Ye Song博士及張婷女士，以及獨立非 執行董事孫雪嬌博士、侯欣一博士及謝維愷先生組成。 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） （股份代號：6821） 董事會會議日期 ...

Group 1 - The stock price of Kailaiying has dropped 3.24% to 102.00 CNY per share, with a total market capitalization of 36.781 billion CNY, marking a cumulative decline of 10.29% over the last four days [1] - Kailaiying Pharmaceutical Group, established on October 7, 1998, specializes in providing CMO pharmaceutical outsourcing services, with revenue composition of 76.19% from small molecule CDMO solutions and 23.71% from emerging services [1] Group 2 - Huisheng Fund holds a significant position in Kailaiying, with its Huisheng Medical Health 6-Month Holding Period Mixed Fund reducing its holdings by 88,700 shares, now holding 345,300 shares, which constitutes 5.08% of the fund's net value [2] - The fund has experienced a floating loss of approximately 1.1809 million CNY today and a total floating loss of 4.0398 million CNY during the four-day decline [2] - The Huisheng Medical Health 6-Month Holding Period Mixed Fund was established on December 22, 2020, with a current size of 600 million CNY, achieving a year-to-date return of 23.82% and a one-year return of 19.48% [2]

Core Viewpoint - 凯莱英's stock price has shown significant growth this year, with a year-to-date increase of 48.57%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, 凯莱英 reported revenue of 3.188 billion yuan, representing a year-on-year growth of 18.20%, and a net profit attributable to shareholders of 617 million yuan, up 23.71% [2]. - CMO services account for 76.19% of 凯莱英's main business revenue, while emerging services contribute 23.71% [1]. Stock Market Activity - As of October 9, 凯莱英's stock price was 111.42 yuan per share, with a market capitalization of 40.177 billion yuan [1]. - The stock has experienced a net outflow of 21.6685 million yuan in principal funds, with significant trading activity reflected in the buying and selling volumes [1]. Shareholder Information - As of June 30, 2025, 凯莱英 had 41,300 shareholders, a decrease of 5.16% from the previous period [2]. - The top ten circulating shareholders include notable funds, with 中欧医疗健康混合A holding 16.2843 million shares, a decrease of 27,500 shares from the previous period [3].