消息面上，泰德医药公布，预期集团截至2025年12月31日止年度的收入约人民币5.55亿元(单位下同)至 5.85亿元，同比增加约25.5%至32.3%；利润约2亿元至2.3亿元，同比增加约237.8%至288.5%。 泰德医药表示，收入增长主要是由于"跟随分子"战略的成功实施，以及集团一体化合约研究、开发及生 产机构(CRDMO)平台的优势、行业领先的项目交付及时性以及卓越项目执行的优良往绩，及关键客户 对公司服务的需求持续强劲增长，此由于其研发管线的推进以及全球肽类市场(特别是胰高血糖素样 肽-1 (GLP-1)领域)的快速扩张。 泰德医药(03880)涨超6%，截至发稿，涨6.72%，报26.98港元，成交额124.67万港元。 来源：智通财经网 ...

Core Viewpoint - The company, 泰德医药, anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, driven by strategic initiatives and strong market demand in the peptide sector [1] Group 1: Financial Projections - The expected revenue for 泰德医药 is approximately RMB 5.55 billion to 5.85 billion, representing a year-on-year increase of about 25.5% to 32.3% [1] - The projected profit is estimated to be between RMB 2 billion and 2.3 billion, indicating a substantial year-on-year increase of approximately 237.8% to 288.5% [1] Group 2: Growth Drivers - Revenue growth is attributed to the successful implementation of the "follow-on molecule" strategy and the advantages of the integrated Contract Research, Development, and Manufacturing Organization (CRDMO) platform [1] - The company has demonstrated industry-leading project delivery timeliness and excellent project execution track record, which has led to strong demand from key clients [1] - The expansion of the global peptide market, particularly in the glucagon-like peptide-1 (GLP-1) sector, is a significant factor contributing to the company's growth [1]

泰德医药（03880）发布公告，预期集团截至2025年12月31日止年度的收入约人民币5.55亿元（单位下 同）至5.85亿元，较截至2024年12月31日止年度的收入约4.42亿元增加约25.5%至32.3%；集团截至2025 年12月31日止年度的利润约2亿元至2.3亿元，较截至2024年12月31日止年度的利润约5920万元增加约 237.8%至288.5%。 此外，预期集团截至2025年12月31日止年度的经调整净利润（非国际财务报告准则计量）约2亿元至2.3 亿元，较截至2024年12月31日止年度的经调整净利润约1.72亿元增加约16.3%至33.7%。 来源：新浪港股 公告称，收入增长主要是由于"跟随分子"战略的成功实施，以及本集团一体化合约研究、开发及生产机 构（CRDMO）平台的优势、行业领先的项目交付及时性以及卓越项目执行的优良往绩，及关键客户对 我们服务的需求持续强劲增长，此乃由于其研发管线的推进以及全球肽类市场（特别是胰高血糖素样 肽-1 （GLP-1）领域）的快速扩张。 ...

Core Viewpoint - The company, 泰德医药 (Tide Pharmaceutical), anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, driven by successful strategic implementation and strong demand in the global peptide market, particularly in the GLP-1 sector [1][2] Group 1: Revenue Projections - The company expects revenue for the fiscal year ending December 31, 2025, to be approximately RMB 5.55 billion to 5.85 billion, representing an increase of about 25.5% to 32.3% compared to the estimated revenue of RMB 4.42 billion for the fiscal year ending December 31, 2024 [1] - The revenue growth is attributed to the successful implementation of the "follow-on molecule" strategy and the advantages of the integrated Contract Research, Development, and Manufacturing Organization (CRDMO) platform [1] Group 2: Profit Projections - The company projects profit for the fiscal year ending December 31, 2025, to be around RMB 2 billion to 2.3 billion, which marks an increase of approximately 237.8% to 288.5% compared to the estimated profit of RMB 59.2 million for the fiscal year ending December 31, 2024 [1] - The adjusted net profit (non-IFRS measure) is expected to be about RMB 2 billion to 2.3 billion, reflecting an increase of approximately 16.3% to 33.7% from the adjusted net profit of RMB 1.72 billion for the fiscal year ending December 31, 2024 [1] Group 3: Factors Influencing Profit Growth - Profit growth is primarily driven by the aforementioned revenue increase, operational management optimization leading to cost savings and efficiency improvements, and fair value gains on financial liabilities recognized for the fiscal year ending December 31, 2025 [2] - The adjusted net profit increase is also attributed to revenue growth and operational efficiency enhancements [2]

Core Viewpoint - The company, 泰德医药, anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, driven by successful strategic implementation and strong demand in the global peptide market, particularly in the GLP-1 sector [1][2]. Revenue Projections - The company expects revenue for the fiscal year ending December 31, 2025, to be approximately RMB 5.55 billion to 5.85 billion, representing an increase of about 25.5% to 32.3% compared to the estimated revenue of approximately RMB 4.42 billion for the fiscal year ending December 31, 2024 [1]. - The revenue growth is attributed to the successful implementation of the "follow-on" strategy and the advantages of the integrated contract research, development, and manufacturing organization (CRDMO) platform [1]. Profit Projections - The company projects profit for the fiscal year ending December 31, 2025, to be approximately RMB 2 billion to 2.3 billion, which marks an increase of about 237.8% to 288.5% compared to the estimated profit of approximately RMB 59.2 million for the fiscal year ending December 31, 2024 [1]. - The adjusted net profit (non-IFRS) is expected to be around RMB 2 billion to 2.3 billion, reflecting an increase of approximately 16.3% to 33.7% from the estimated adjusted net profit of about RMB 1.72 billion for the fiscal year ending December 31, 2024 [1]. Factors Influencing Profit Growth - Profit growth is primarily driven by the aforementioned revenue increase, operational management optimization leading to cost savings and efficiency improvements, and fair value gains on financial liabilities recognized for the fiscal year ending December 31, 2025 [2]. - The adjusted net profit increase is also attributed to revenue growth and operational efficiency enhancements [2].

格隆汇2月26日丨泰德医药(03880.HK)发布公告，预期(i)集团截至2025年12月31日止年度的收入将介乎 约人民币5.55亿元至人民币5.85亿元，较2024年度的收入约人民币4.422亿元增加约25.5%至32.3%；(ii) 集团2025年度的利润将介乎约人民币2亿元至人民币2.3亿元，较2024年度的利润约人民币5920万元增加 约237.8%至288.5%；及(iii)集团2025年度的经调整净利润(非国际财务报告准则计量)将介乎约人民币2亿 元至人民币2.3亿元，较2024年度的经调整净利润约人民币1.72亿元增加约16.3%至33.7%。 董事会认为：(a)收入增长主要是由于(i)"跟随分子"战略的成功实施，以及集团一体化合约研究、开发及 生产机构(CRDMO)平台的优势、行业领先的项目交付及时性以及卓越项目执行的优良往绩，及(ii)关键 客户对集团服务的需求持续强劲增长，此由于其研发管线的推进以及全球肽类市场(特别是胰高血糖素 样肽-1(GLP-1)领域)的快速扩张；(b)利润增长主要由于以下各项因素的综合影响：(i)上述收入增长；(ii) 通过优化本集团的运营管理体系实现成本节约及效 ...