Core Viewpoint - JingTai Holdings (02228) has seen a significant stock price increase of over 8%, currently trading at HKD 8.06, with a transaction volume of HKD 819 million. The company anticipates a substantial improvement in its financial performance for the mid-2025 period, projecting a consolidated revenue of no less than RMB 500 million, representing an increase of at least approximately 387% year-on-year. This marks the company's first half-year profit [1]. Financial Performance Expectations - The company expects to turn from a loss to a profit, with a projected net profit of no less than RMB 50 million for the mid-2025 period. Adjusted net profit (non-IFRS measure) is expected to be no less than RMB 120 million [1]. - The anticipated improvement in financial performance is primarily attributed to the collaboration with DoveTree Medicines LLC and its affiliates, leveraging an end-to-end AI drug discovery platform and comprehensive "AI + Robotics" technology [1]. Revenue Contributions - The collaboration with DoveTree has led to significant revenue growth, with the company receiving an initial payment of USD 51 million, which has been recognized as revenue for the mid-2025 period and has made a substantial contribution to the company's earnings during the reporting period [1]. - According to the terms of the agreement with DoveTree, the company is entitled to receive further payments, which will be recognized as revenue in batches in the future [1].
港股异动 | 晶泰控股(02228)涨超8% 预计上半年营收同增至少约387% 公司首次实现半年盈利