两家医药服务企业,合计卖出28亿

Core Viewpoint - WuXi AppTec is accelerating the divestiture of non-core assets, focusing on its CRDMO (Contract Research, Development, and Manufacturing Organization) business model to enhance drug discovery, laboratory testing, and production services [5][10]. Summary by Sections Asset Sale - WuXi AppTec completed the sale of two subsidiaries for a total of 2.8 billion RMB, with a tax-adjusted net profit increase of approximately 960 million RMB expected [1][3]. - The subsidiaries, which contributed limited revenue, generated about 1.16 billion RMB in revenue, accounting for 3.5% of WuXi AppTec's total revenue for the same period [4][13]. Strategic Focus - The company aims to concentrate resources on its core CRDMO business, enhancing global capabilities and production capacity [4][10]. - Recent asset sales include the divestiture of various non-core businesses, such as clinical research and drug testing, to focus on high-value segments [6][14]. Financial Performance - WuXi AppTec reported a significant increase in profits, with total profit up 96.20% and net profit attributable to shareholders up 101.92% in the first half of 2025 [7][14]. - The revenue breakdown shows that chemical business revenue reached 16.30 billion RMB, a 33.51% increase, while other segments experienced declines [15][16]. Market Outlook - The global pharmaceutical R&D market is projected to grow from 260.6 billion USD in 2023 to 359.2 billion USD by 2028, with a compound annual growth rate (CAGR) of approximately 6.6% [9][17]. - The demand for integrated outsourcing services is expected to rise, particularly among small to medium-sized pharmaceutical companies lacking in-house capabilities [9][17].