凯莱英(002821) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects net profit attributable to shareholders to be between 480 million and 550 million yuan, representing a year-on-year decline of 67.39% to 71.54%[3]. - Revenue for the first half of 2024 is projected to be between 2.66 billion and 2.74 billion yuan, a year-on-year decrease of 40.72% to 42.45%[4]. - The basic earnings per share are estimated to be between 1.36 yuan and 1.56 yuan, compared to 4.65 yuan per share in the same period last year[3]. - The decline in revenue is primarily due to the absence of large orders delivered in the same period last year[4]. - Emerging business revenue has declined due to lower-than-expected recovery in domestic biopharmaceutical financing[4]. Business Growth and Strategy - Despite challenges, the company has seen a more than 20% year-on-year increase in new orders, with significant growth in the second quarter compared to the first[5]. - The company continues to invest in new technology research and development, maintaining a similar scale of R&D expenses compared to last year[5]. - The company is accelerating its overseas expansion and peptide production capacity construction[5]. - The company emphasizes that the trend of specialization in the international pharmaceutical industry remains unchanged, presenting new opportunities in drug categories like peptides and ADCs[5]. Future Reporting - Detailed financial data will be disclosed in the company's 2024 semi-annual report[6].