Core Viewpoint - SenSong International (02155) experienced a significant stock price increase of over 14% following the release of its interim results, indicating market confidence despite a decline in revenue and profit [1] Financial Performance - The company reported revenue of 2.687 billion RMB, a year-on-year decrease of 22.71% [1] - Shareholder profit was 338 million RMB, down 10.15% year-on-year [1] - The performance was in line with market expectations, attributed to a 9-14 month order confirmation cycle and a 23% decline in new orders last year, along with a 10% decrease in backlog orders [1] Order and Market Dynamics - New orders in the pharmaceutical sector reached 4.372 billion RMB, showing a remarkable year-on-year growth of 642%, exceeding expectations [1] - The backlog of orders stood at 10.566 billion RMB, reflecting a year-on-year increase of 20.4%, marking a historical high [1] Industry Trends - The company is advancing in high-tech industries such as AI, semiconductors, and pharmaceuticals [1] - In the pharmaceutical sector, there is a rapid increase in global capacity demand from MNCs and CXOs [1] - The AI sector is expected to see a new growth cycle in modular data centers [1] - The demand for high-end products in the wet electronic chemicals sector is driven by advancements in processes and growth in new energy requirements [1]
森松国际绩后涨超14% 医药带动新签订单超预期 高科技产业布局不断完善