格隆汇8月4日｜药明康德公告称，截至2025年7月31日，公司累计通过集中竞价交易方式回购A股股份 6514425股，占公司本公告日总股本的0.2268%，回购最高价格人民币90.70元/股，回购最低价格人民币 65.53元/股，使用资金总额人民币4.97亿元。 ...

智通财经APP讯，药明康德(02359)发布公告，于2025年8月4日该公司斥资人民币2799.43万元回购30.74 万股A股，回购价格为每股人民币89.95-92.56元。 ...

格隆汇8月4日丨药明康德(02359.HK)发布公告，2025年8月4日耗资2799.43万元人民币回购30.74万股A 股，回购价格每股89.95-92.56元。 ...

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4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 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 ...

呈交日期: 2025年8月4日 I. 法定/註冊股本變動 截至月份: 2025年7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: 無錫藥明康德新藥開發股份有限公司 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 備註： 第 1 頁 共 12 頁 v 1.1.1 FF301 FF301 | 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 | | 387,0 ...

Group 1 - The core viewpoint of the article highlights the strong performance of WuXi AppTec (603259)(02359) in the first half of the year, with robust growth in revenue and net profit, as well as an expansion in profit margins [1] - The TIDES business segment has shown outstanding performance, while the chemical business has demonstrated resilient growth, helping to offset the weakness in clinical CRO and testing services [1] - The management has raised the revenue guidance for 2025 to between 42.5 billion and 43.5 billion RMB, indicating a projected growth of 13% to 17% in ongoing operations, with capital expenditures remaining unchanged at 7 billion to 8 billion RMB [1] Group 2 - According to the report, the profit forecasts for WuXi AppTec for the next two years have been increased by 15% and 22% respectively [1] - The target price for the company has been raised from 81 HKD to 122 HKD, while maintaining a "Buy" rating [1]

Core Viewpoint - WuXi AppTec (02359) demonstrated strong performance in the first half of the year, with robust growth in revenue and net profit, alongside margin expansion and notable performance in TIDES business [1] Financial Performance - Revenue and net profit showed steady growth, with TIDES business performing exceptionally well [1] - The chemical business exhibited resilient growth, helping to offset the weakness in clinical CRO and testing services [1] Management Guidance - Management raised the 2025 revenue guidance to RMB 42.5 billion to RMB 43.5 billion, indicating a projected growth of 13% to 17% in ongoing operations [1] - Capital expenditure remains unchanged at RMB 7 billion to RMB 8 billion [1] Analyst Forecasts - Zhongyin International upgraded WuXi AppTec's earnings forecasts for the next two years by 15% and 22% respectively [1] - The target price was increased from HKD 81 to HKD 122, maintaining a "Buy" rating [1]

Core Viewpoint - WuXi AppTec demonstrated strong performance in the first half of the year, with robust growth in revenue and net profit, alongside margin expansion [1] Group 1: Financial Performance - Revenue and net profit showed steady growth, indicating a solid financial foundation [1] - The management raised the 2025 revenue guidance to between 42.5 billion to 43.5 billion, reflecting an expected growth of 13% to 17% in ongoing operations [1] Group 2: Business Segments - The TIDES (Therapeutics, Inhalation, Drug Delivery, and Specialty) business performed exceptionally well, contributing significantly to overall growth [1] - The chemical business exhibited resilient growth, showcasing the company's diversified capabilities [1] Group 3: Future Outlook - Capital expenditure is expected to remain stable at 7 billion to 8 billion [1] - Earnings forecasts for the next two years have been raised by 15% and 22%, respectively, indicating positive market sentiment [1] - The target price has been adjusted from 81 HKD to 122 HKD, maintaining a "Buy" rating [1]

中银国际发表研究报告指，药明康德(02359.HK)上半年业绩表现强劲，收入及净利润增长稳健，利润率 扩张，TIDES业务表现突出，同时化学业务韧性增长，有助抵销临床CRO及测试业务的疲软。管理层上 调2025年收入指引至介乎425亿至435亿元人民币，即持续经营业务料增长13%至17%，资本开支维持70 亿至80亿元人民币不变。中银国际将药明康德今明两年盈利预测上调15%及22%，目标价从81港元升至 122港元，维持"买入"评级。 中银国际维持药明康德"买入"评级 目标价升至122港元 ...

截至2025年8月1日收盘，药明康德（603259）报收于93.0元，较上周的88.88元上涨4.64%。本周，药明 康德7月30日盘中最高价报102.49元，股价触及近一年最高点。7月28日盘中最低价报88.81元。药明康德 当前最新总市值2671.16亿元，在医疗服务板块市值排名1/50，在两市A股市值排名40/5149。 本周关注点 交易信息汇总 7月30日药明康德现790.8万元大宗交易。 股本股东变化 业绩披露要点 药明康德2025年中报显示，公司主营收入207.99亿元，同比上升20.64%；归母净利润85.61亿元，同比 上升101.92%；扣非净利润55.82亿元，同比上升26.47%；其中2025年第二季度，公司单季度主营收入 111.45亿元，同比上升20.37%；单季度归母净利润48.89亿元，同比上升112.78%；单季度扣非净利润 32.53亿元，同比上升36.7%；负债率27.93%，投资收益36.69亿元，财务费用2.06亿元，毛利率44.45%。 公司公告汇总 交易信息汇总：7月30日药明康德大宗交易成交790.8万元。 股本股东变化：截至2025年6月30日，药明康德股东户数 ...