和元生物发布2025年半年报：布局AI提升研发效率 赋能行业快速发展

Core Viewpoint - He Yuan Bio reported a steady growth in revenue and advancements in AI technology to enhance research and development efficiency, positioning itself for rapid industry development [1][2][3] Financial Performance - In the first half of 2025, He Yuan Bio achieved operating revenue of 119.85 million yuan, a year-on-year increase of 6.01% [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -10.45 million yuan, a reduction in losses by 14.89 million yuan compared to the same period last year [1] Business Segments - The company’s CRO business in cell and gene therapy generated sales revenue of 40.70 million yuan, up 3.79% year-on-year [1] - The CDMO business maintained its leading position with sales revenue of 65.62 million yuan, remaining stable compared to the previous year [1] - He Yuan Bio assisted clients in obtaining 52 domestic and international IND approvals and undertook over 540 CDMO projects, including 5 Phase III clinical projects, with new CDMO business orders exceeding 90 million yuan in the year [1] R&D and Innovation - R&D investment for the first half of 2025 was 23.21 million yuan, accounting for 19.37% of operating revenue, with 2 new invention patent applications and 8 utility model patent applications [2] - The company overcame key technical challenges, such as the formation of packaging cell syncytia [2] AI Integration - He Yuan Bio is actively integrating AI technology to build an intelligent research and development system, enhancing efficiency in research and production [2] - The company developed a virus yield prediction model based on BERT, optimizing virus packaging scale and improving overall production efficiency [3] - An AI model for AAV virus vector optimization was created using generative AI, balancing high survival rates with functional mutations [3] Future Outlook - He Yuan Bio anticipates a stable and positive development trend, supported by sufficient order reserves, steady capacity release at the Lingang base, and deep integration of AI technology [3]