Core Viewpoint - WuXi AppTec (02268.HK) announced a share placement at HKD 58.85 per share, aiming to raise approximately HKD 13.11 billion, with 90% of the proceeds intended for expanding service capacity and production [1][2] Group 1: Share Placement Details - The share placement involves a maximum of 22.28 million shares, with a discount of about 4.00% compared to the last trading day's closing price of HKD 61.3 per share, but a premium of approximately 2.87% over the average closing price of the previous five trading days [1][2] - The controlling shareholder, WuXi Biologics (02269.HK), subscribed to 24.134 million shares, amounting to approximately HKD 14.20 billion [1] Group 2: Company Performance and Market Position - WuXi AppTec's stock price has doubled since the first trading day of the year, reaching a historical high of HKD 61.3 per share [2][3] - The company reported revenue and net profit of CNY 2.701 billion and CNY 746 million for the first half of the year, representing year-on-year growth of 62.2% and 52.7%, respectively, driven by the active bioconjugate drug market [3] - The company has a backlog of unfulfilled orders amounting to USD 1.329 billion, a year-on-year increase of 57.9% [3] Group 3: Industry Outlook - The global ADC (Antibody-Drug Conjugate) market is projected to grow at a compound annual growth rate (CAGR) of 34% from 2020 to 2024 and 31% from 2024 to 2030, potentially reaching USD 66.2 billion by 2032 [5] - The outsourcing rate for ADC production is expected to be around 60%, significantly higher than the 34% for biopharmaceuticals, indicating a strong demand for WuXi AppTec's services [5]
药明合联增发最多2228万股 公司股价今年已翻倍，投资者此刻认购不怕高吗？