Core Viewpoint - Jingtai Holdings (02228.HK) achieved its first half-year profit since its listing, marking a significant milestone and indicating a new growth phase for the company, laying a solid foundation for its future strategic plans [3]. Financial Performance - For the first half of 2025, the company reported revenue of 5,307.7 million yuan, representing a year-on-year increase of 403.8% [4]. - The adjusted net profit for the same period was 141.6 million yuan [4]. Business Review - The drug discovery solutions segment saw a remarkable revenue increase of 615.2%, driven by significant collaborations and milestone achievements [6]. - A major collaboration with biopharmaceutical legend Gregory Verdine resulted in an initial payment of $51 million and potential milestone payments totaling $5.89 billion [7]. - The antibody business experienced substantial growth, achieving nearly double the revenue of the entire previous year in the first half of 2025 [12]. Technological Advancements - The company has developed the AI-driven drug discovery platform XtalFold®, which has been upgraded to enhance its performance in complex biomolecular modeling [15]. - The AI capabilities have been continuously upgraded, with over 200 AI models developed for various applications in drug discovery [14]. Strategic Collaborations - The company signed multi-million dollar agreements with JW Pharmaceutical and other leading firms to provide comprehensive automation and AI-driven solutions for drug candidate screening and synthesis [22][23]. - A significant partnership with Roche was established to automate molecular sorting and storage processes [24]. Innovations in Robotics - The company introduced a new generation of modular robots equipped with patented flexible gripping devices, enhancing operational flexibility and efficiency in chemical research [21]. - The Multi-Agent system is being deployed to streamline the entire chemical synthesis process, significantly improving throughput and data accumulation efficiency [39].
一图看懂晶泰控股(02228.HK)2025H1业绩摘要