根据香港交易所1月11日的文件显示，药明生物技术有限公司将在年度医疗健康大会上进行简报，该公 司稳步实现2025财年目标——收入和利润双双增长。该公司2026财年业务增长势头继续，受研究服务、 药物开发和生产业务所支撑。研究服务业务延续2024年强劲势头至2025年, CD3 TCE分子合作加速，平 台迎来战略节点。2025年合作项目的潜在里程碑付款总额高达40亿美元以上。 本文源自：金融界AI电报 ...

Core Viewpoint - WuXi Biologics (02269.HK) is set to participate in the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2024, where it will present updates on its business operations and financial performance [1] Group 1: Business Performance - The company reported a strong business and financial performance, with 209 new projects expected in 2025, bringing the total to 945 projects, including 74 in Phase III clinical trials and 25 CMO (Contract Manufacturing Organization) projects [1] - The research platform continues to show robust momentum, with record upfront and total payments in 2025, and new research contracts with potential milestone payments exceeding $4 billion [1] Group 2: Market Opportunities - Two-thirds of the new projects are focused on bispecific antibodies, multispecific antibodies, and ADCs (Antibody-Drug Conjugates), which are expected to drive innovation and open exciting market opportunities for the company [1] - The company completed 28 PPQ (Process Performance Qualification) projects in 2025, with 34 PPQ projects confirmed as of the announcement date in 2024, indicating a continuous increase in project activity [1] Group 3: Future Outlook - The company expresses confidence in maintaining growth momentum into 2026 and remains optimistic about its future prospects [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分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 內幕消息 二零二六年度醫療健康大會簡報 本公告由WuXi Biologics (Cayman) Inc.藥明生物技術有限公司*（「本公司」）根據 香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09條及香港法例第 571章《證券及期貨條例》第XIVA部項下內幕消息條文（定義見上市規則）而作出。 本公司將於二零二六年一月十四日（美國太平洋時間）出席第44屆年度摩根大 通醫療健康大會（「年度醫療健康大會」），會上將進行包含本公司業務營運的 若干資訊的簡報（「簡報」）。為確保本公司所有股東及潛在投資者能夠公平及 時地取得該等信息，本公司於本公告納入簡報全文。本公司股東及潛在投資者 務請注意，簡報可能包含前瞻性陳述，該等陳述就其性質而言存在風險及不確 定性，簡報中陳述的任何估計及未來建議均基於若干假設及估計以及管理層 僅根據當前可得資料作出的判斷。 – 1 – 誠如簡報中所披露，本集團業務及財務表現依 ...

本文源自：金融界AI电报 据香港交易所披露，贝莱德对药明生物技术有限公司的多头持仓比例于2026年1月2日从5.32%增至 6.14%。 ...

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12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: WuXi Biologics (Cayman) Inc. 藥明生物技術有限公司*（於開曼群島註冊成立的有限公司）*僅供識別 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02269 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | USD | 0.000008333333 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 6,000,000,000 | ...

Core Insights - WuXi Biologics has been recognized for its excellence in ESG disclosure by being included in the "Outstanding ESG Disclosure List" of the 2025 Hong Kong ESG Reporting Awards (HERA), marking a significant milestone in its commitment to transparency and responsible governance [1] - The company has received multiple accolades for its ESG efforts, including the "ESG Reporting Exemplary Award" in 2024, demonstrating its ongoing progress in sustainable development [1] - WuXi Biologics emphasizes the importance of transparent ESG disclosure as a competitive advantage in the current business environment, aiming to build trust with global clients, investors, and regulatory bodies [1] ESG Achievements - The CEO and Chairman of the ESG Committee, Dr. Chen Zhisheng, stated that transparency is the foundation of trust, and the company is committed to sharing its ESG journey to create long-term social and environmental value [2] - WuXi Biologics is a member of the UN Global Compact and the Pharmaceutical Supply Chain Initiative, actively promoting sustainable development strategies and receiving widespread industry recognition [2] - The company has achieved the highest AAA ESG rating from MSCI, a "Platinum" rating from EcoVadis, and inclusion in the Dow Jones Sustainability Index (DJSI), among other accolades, showcasing its outstanding performance in sustainability [2] Company Overview - WuXi Biologics (stock code: 2269.HK) is a leading global Contract Research, Development, and Manufacturing Organization (CRDMO) that provides comprehensive end-to-end services to help partners discover, develop, and manufacture biologics [3] - The company employs over 12,000 staff across China, the US, Ireland, Germany, and Singapore, offering efficient and cost-effective biologics solutions through its professional service teams and advanced technologies [3] - As of June 30, 2025, WuXi Biologics has supported clients in developing and producing a total of 864 projects, including 24 commercial production projects, highlighting its significant role in accelerating global biologics R&D [3]

Core Insights - WuXi Biologics has been recognized for its commitment to sustainability and transparency by receiving the Outstanding ESG Disclosure award at the Hong Kong ESG Reporting Awards (HERA) 2025, marking a significant achievement in its ESG journey [1][2] - The company emphasizes that transparent ESG reporting serves as a strategic advantage, enhancing trust and confidence among stakeholders, including clients, investors, and regulators [2][3] ESG Commitment - WuXi Biologics has a history of receiving accolades for its ESG efforts, including the ESG Report Benchmark Award from HERA in the previous year, which underscores the consistency of its progressive ESG initiatives [2] - The company actively participates in global sustainability initiatives, such as the United Nations Global Compact (UNGC) and the Pharmaceutical Supply Chain Initiative (PSCI), and has received numerous recognitions, including an MSCI AAA Rating and a Platinum Medal from EcoVadis [4] Business Operations - As of June 30, 2025, WuXi Biologics supports 864 integrated client projects, with 24 of these in commercial manufacturing, showcasing its extensive operational capabilities [6] - The company employs over 12,000 skilled professionals across multiple countries, including China, the United States, Ireland, Germany, and Singapore, leveraging its expertise to provide efficient and cost-effective biologics solutions [6] Sustainability Focus - WuXi Biologics views sustainability as essential for long-term business growth and is committed to driving green technology innovations to offer advanced Green CRDMO solutions [7] - The company aims to create shared value by collaborating with stakeholders to foster positive social and environmental impacts, promoting responsible practices throughout the value chain [7]

Group 1 - The core viewpoint of the article highlights a general increase in the pharmaceutical outsourcing sector, with notable stock price rises for companies such as WuXi Biologics (6.11%), Kelun Pharmaceutical (5.52%), and others [1] - According to a report from Century Securities, the recent NDAA legislation has led to a reduction in geopolitical risks, positively impacting the industry [1] - In the first three quarters, the total amount of license-out agreements for innovative drugs in China reached a historical high, indicating a continuous improvement in the innovation drug sector [1] Group 2 - The CXO sector is experiencing a recovery in performance and new orders, with market attention shifting towards preclinical safety evaluation assets [1] - The CXO industry, as an upstream segment of the innovative drug supply chain, is expected to benefit from the enhanced competitiveness of domestic innovative drugs, leading to a rebound in industry prosperity [1] - The outlook for CXO is positive, with expectations for both performance and valuation recovery following a complete industry cycle [1]

Group 1 - The pharmaceutical outsourcing sector is experiencing a general increase, with notable stock price rises for companies such as WuXi Biologics (6.11%), Kelun Pharmaceutical (5.52%), and others [1] - A recent report from Century Securities indicates that the NDAA bill has been implemented, leading to a reduction in geopolitical risks [1] - In the first three quarters, the total amount of license-out agreements for innovative drugs in China reached a historical high, indicating a continuous improvement in the innovative drug industry [1] Group 2 - The performance and new orders for CXO companies are showing signs of improvement, with the market beginning to focus on preclinical safety evaluation assets [1] - CXO companies, as part of the upstream of the innovative drug industry chain, are expected to benefit from the enhanced competitiveness of domestic innovative drugs, leading to a recovery in industry prosperity [1] - The industry is anticipated to see a dual recovery in both performance and valuation for CXO companies [1]

Group 1 - The core viewpoint of the article highlights a rebound in two major sectors of Hong Kong stocks: internet and innovative pharmaceuticals, with the Hong Kong Stock Connect Technology ETF (159101.SZ) rising by 1.5% [1] - Key stocks such as WuXi Biologics increased by over 6%, and WuXi AppTec rose by over 4%, while Tencent, Meituan, and Alibaba experienced slight increases [1] - After three months of adjustment, the crowdedness in these two core sectors has returned to low levels, with recent catalysts for growth including Tencent's release of the mixed reality model and Baidu's Kunlun chip accelerating towards an IPO, projected to exceed 2 billion yuan in revenue by 2025 [1] Group 2 - The passing of the U.S. National Defense Authorization Act for fiscal year 2026 on December 18 is seen as beneficial for CXO companies like WuXi Biologics and WuXi AppTec, as the new version of the biosafety law does not specifically name any companies [1] - Improved relations between the two countries have also boosted market risk appetite [1] - The Hong Kong Stock Connect Technology ETF (159101.SZ) tracks the National Index for Hong Kong Stock Connect Technology, which has reduced exposure to consumer retail while increasing allocation to biopharmaceuticals and hardware equipment, allowing for greater index elasticity [1]