2、2023年8月8日互动易回复：公司上市的募投项目"医药中间体项目"和"年产 190 吨高端医药产品项目 包含司美格鲁肽（Semaglutide）口服制剂小分子吸收增强剂 SNAC 的中间体。 3、2023年9月21日互动易回复：公司为欧美生物创新药公司提供阿尔茨海默相关中间体服务。 4、2025年7月9日互动易，公司现有氟化生产能力包括特殊氟化剂氟化（如四氟化硫、氟化氢吡啶、氟 化氢三乙胺）、氟化氢氟化、氟化钾氟化等。 5、根据2024年年报，公司海外营收占比为61.18%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 1月6日，金凯生科涨0.12%，成交额7210.05万元，换手率3.67%，总市值41.75亿元。 异动分析 CRO概念+减肥药+阿尔茨海默概念+氟化工概念+人民币贬值受益 1、公司的主营业务是为全球知名原研药厂的新药研发项目提供小分子药物中间体以及少量原料药的定 制研发生产服务。公司的主要产品是含氟类CDMO业务、非含氟类CDMO业务。 金凯生科所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板 ...

1、公司的主营业务是为全球知名原研药厂的新药研发项目提供小分子药物中间体以及少量原料药的定 制研发生产服务。公司的主要产品是含氟类CDMO业务、非含氟类CDMO业务。 2、2023年8月8日互动易回复：公司上市的募投项目"医药中间体项目"和"年产 190 吨高端医药产品项目 包含司美格鲁肽（Semaglutide）口服制剂小分子吸收增强剂 SNAC 的中间体。 3、2023年9月21日互动易回复：公司为欧美生物创新药公司提供阿尔茨海默相关中间体服务。 4、2025年7月9日互动易，公司现有氟化生产能力包括特殊氟化剂氟化（如四氟化硫、氟化氢吡啶、氟 化氢三乙胺）、氟化氢氟化、氟化钾氟化等。 5、根据2024年年报，公司海外营收占比为61.18%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 12月16日，金凯生科跌2.50%，成交额3988.78万元，换手率2.15%，总市值38.96亿元。 异动分析 CRO概念+减肥药+阿尔茨海默概念+氟化工概念+人民币贬值受益 资金分析 今日主力净流入-428.29万，占比0.11%，行业排 ...

来源：新浪证券-红岸工作室 12月15日，金凯生科跌0.54%，成交额3034.71万元，换手率1.61%，总市值39.96亿元。 异动分析 CRO概念+减肥药+阿尔茨海默概念+氟化工概念+人民币贬值受益 1、公司的主营业务是为全球知名原研药厂的新药研发项目提供小分子药物中间体以及少量原料药的定 制研发生产服务。公司的主要产品是含氟类CDMO业务、非含氟类CDMO业务。 2、2023年8月8日互动易回复：公司上市的募投项目"医药中间体项目"和"年产 190 吨高端医药产品项目 包含司美格鲁肽（Semaglutide）口服制剂小分子吸收增强剂 SNAC 的中间体。 3、2023年9月21日互动易回复：公司为欧美生物创新药公司提供阿尔茨海默相关中间体服务。 4、2025年7月9日互动易，公司现有氟化生产能力包括特殊氟化剂氟化（如四氟化硫、氟化氢吡啶、氟 化氢三乙胺）、氟化氢氟化、氟化钾氟化等。 5、根据2024年年报，公司海外营收占比为61.18%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入86.12万，占比0.03%，行业排名1 ...

来源：新浪证券-红岸工作室 12月10日，金凯生科跌1.01%，成交额3318.65万元，换手率1.75%，总市值40.19亿元。 异动分析 CRO概念+减肥药+阿尔茨海默概念+氟化工概念+人民币贬值受益 1、公司的主营业务是为全球知名原研药厂的新药研发项目提供小分子药物中间体以及少量原料药的定 制研发生产服务。公司的主要产品是含氟类CDMO业务、非含氟类CDMO业务。 2、2023年8月8日互动易回复：公司上市的募投项目"医药中间体项目"和"年产 190 吨高端医药产品项目 包含司美格鲁肽（Semaglutide）口服制剂小分子吸收增强剂 SNAC 的中间体。 3、2023年9月21日互动易回复：公司为欧美生物创新药公司提供阿尔茨海默相关中间体服务。 4、2025年7月9日互动易，公司现有氟化生产能力包括特殊氟化剂氟化（如四氟化硫、氟化氢吡啶、氟 化氢三乙胺）、氟化氢氟化、氟化钾氟化等。 5、根据2024年年报，公司海外营收占比为61.18%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 今日主力净流入-247.53万，占比0.07%，行业排名26/5 ...

来源：新浪证券-红岸工作室 12月4日，金凯生科跌0.75%，成交额3249.27万元，换手率1.72%，总市值39.90亿元。 异动分析 CRO概念+减肥药+阿尔茨海默概念+氟化工概念+人民币贬值受益 1、公司的主营业务是为全球知名原研药厂的新药研发项目提供小分子药物中间体以及少量原料药的定 制研发生产服务。公司的主要产品是含氟类CDMO业务、非含氟类CDMO业务。 2、2023年8月8日互动易回复：公司上市的募投项目"医药中间体项目"和"年产 190 吨高端医药产品项目 包含司美格鲁肽（Semaglutide）口服制剂小分子吸收增强剂 SNAC 的中间体。 3、2023年9月21日互动易回复：公司为欧美生物创新药公司提供阿尔茨海默相关中间体服务。 4、2025年7月9日互动易，公司现有氟化生产能力包括特殊氟化剂氟化（如四氟化硫、氟化氢吡啶、氟 化氢三乙胺）、氟化氢氟化、氟化钾氟化等。 5、根据2024年年报，公司海外营收占比为61.18%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-346.97万，占比0.11%，行业排名 ...

Core Viewpoint - The company JinKai Life Science has shown a positive performance in its stock price and financial results, benefiting from its focus on CDMO services for pharmaceutical companies and the depreciation of the RMB [1][4]. Business Overview - JinKai Life Science specializes in providing custom R&D and production services for small molecule drug intermediates and a small amount of raw materials for global pharmaceutical companies [2][8]. - The company's main products include fluorinated and non-fluorinated CDMO services, with a significant focus on the production of intermediates for drugs like Semaglutide [2][3]. - As of November 20, the company reported a revenue of 488 million yuan for the first nine months of 2025, representing a year-on-year growth of 25.96%, and a net profit of 103 million yuan, up 163.24% [8]. Market Position - The company has a significant international presence, with overseas revenue accounting for 61.18% of total revenue, benefiting from the depreciation of the RMB [4]. - JinKai Life Science operates in the CRO (Contract Research Organization) sector, focusing on Alzheimer's-related intermediates and other pharmaceutical services [3][8]. Financial Performance - The company has a total market capitalization of 4.14 billion yuan and a trading volume of 47.6 million yuan on December 1, with a stock price increase of 0.76% [1]. - Since its A-share listing, the company has distributed a total of 117 million yuan in dividends [9]. Technical Analysis - The average trading cost of the stock is 37.04 yuan, with current price levels between resistance at 34.80 yuan and support at 33.51 yuan, indicating potential for short-term trading strategies [7].

Core Viewpoint - The company, Jinkai (Liaoning) Life Science Technology Co., Ltd., is engaged in providing custom R&D and production services for small molecule drug intermediates and a small amount of raw materials for global innovative pharmaceutical companies, with a focus on fluorinated and non-fluorinated CDMO businesses [2][8]. Business Overview - The main products of the company include fluorinated CDMO services and non-fluorinated CDMO services [2]. - As of the 2024 annual report, overseas revenue accounts for 61.18% of total revenue, benefiting from the depreciation of the RMB [4]. - The company has a project for producing high-end pharmaceutical products, including intermediates for Semaglutide oral formulations [2][3]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 348 million yuan, representing a year-on-year growth of 32.98%, and a net profit attributable to shareholders of 71.76 million yuan, up 123.61% year-on-year [8]. - The company has distributed a total of 117 million yuan in dividends since its A-share listing [9]. Market Activity - On September 26, the company's stock price fell by 2.02%, with a trading volume of 64.12 million yuan and a turnover rate of 3.17%, bringing the total market capitalization to 4.272 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 8.2 million yuan on the day [5][6]. Technical Analysis - The average trading cost of the stock is 39.14 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [7]. - The stock price is approaching a resistance level of 36.40 yuan, indicating potential for a pullback unless this level is broken [7].

Core Viewpoint - The company, Jinkai (Liaoning) Life Science Technology Co., Ltd., is engaged in providing custom research and production services for small molecule drug intermediates and a small amount of raw materials for global pharmaceutical companies, with a focus on fluorinated and non-fluorinated CDMO businesses [2][8]. Business Overview - The main products of the company include fluorinated CDMO services and non-fluorinated CDMO services [2]. - As of the 2024 annual report, overseas revenue accounted for 61.18% of total revenue, benefiting from the depreciation of the RMB [4]. - The company has a project for the production of high-end pharmaceutical products, including intermediates for Semaglutide oral formulations [2][3]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 348 million yuan, a year-on-year increase of 32.98%, and a net profit attributable to the parent company of 71.76 million yuan, a year-on-year increase of 123.61% [8]. - The company has distributed a total of 117 million yuan in dividends since its A-share listing [9]. Market Activity - On September 25, the company's stock price increased by 0.08%, with a trading volume of 84.12 million yuan and a turnover rate of 4.07%, bringing the total market capitalization to 4.36 billion yuan [1]. - The main net inflow of funds today was 6.39 million yuan, with no significant trend in the main force's position [5][6]. Technical Analysis - The average trading cost of the stock is 39.25 yuan, with recent rapid outflows of chips, suggesting a potential recommendation for portfolio adjustment [7].

Core Viewpoint - The company JinKai Life Science has shown a positive market performance with a 1.46% increase in stock price, reaching a market capitalization of 4.357 billion yuan, while its main business focuses on providing custom R&D and production services for small molecule drug intermediates and a small amount of raw materials for global pharmaceutical companies [1][8]. Business Overview - The company's main business involves providing custom R&D and production services for small molecule drug intermediates and a limited amount of raw materials for global innovative pharmaceutical companies [2][8]. - JinKai's primary products include fluorinated CDMO services and non-fluorinated CDMO services [2]. - The company has a significant focus on Alzheimer's-related intermediates and has established capabilities in fluorination processes [3][4]. Financial Performance - For the first half of 2025, JinKai achieved a revenue of 348 million yuan, representing a year-on-year growth of 32.98%, and a net profit attributable to shareholders of 71.76 million yuan, which is a 123.61% increase compared to the previous year [8]. - The company's overseas revenue accounted for 61.18% of total revenue, benefiting from the depreciation of the Chinese yuan [4]. Market Activity - The stock has experienced a net outflow of 2.1341 million yuan from major investors today, indicating a trend of reduced holdings over the past three days [5][6]. - The average trading cost of the stock is 39.38 yuan, with the current price approaching a resistance level of 36.40 yuan, suggesting potential for upward movement if this level is surpassed [7]. Shareholder Information - As of September 19, the number of shareholders in JinKai decreased by 3.65% to 14,300, with an average of 3,968 circulating shares per person, reflecting a slight increase of 3.78% [8]. - The company has distributed a total of 117 million yuan in dividends since its A-share listing [9]. Institutional Holdings - As of June 30, 2025, two major funds exited the top ten circulating shareholders list, indicating potential shifts in institutional interest [10].

Core Viewpoint - The company, Jinkai (Liaoning) Life Science Technology Co., Ltd., specializes in providing custom research and production services for small molecule drug intermediates and a small amount of raw materials for global pharmaceutical companies, with a focus on fluorinated and non-fluorinated CDMO businesses [2][8]. Group 1: Business Overview - The main business involves providing small molecule drug intermediates and custom R&D production services for new drug development projects [2][8]. - The company has launched projects for pharmaceutical intermediates, including the oral formulation absorption enhancer SNAC for Semaglutide [2][3]. - As of the 2024 annual report, overseas revenue accounts for 61.18% of total revenue, benefiting from the depreciation of the RMB [4]. Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 348 million yuan, representing a year-on-year growth of 32.98%, and a net profit attributable to shareholders of 71.76 million yuan, up 123.61% year-on-year [8]. - Since its A-share listing, the company has distributed a total of 117 million yuan in dividends [9]. Group 3: Market Activity - On September 4, the company's stock price decreased by 0.28%, with a trading volume of 170 million yuan and a turnover rate of 7.65%, resulting in a total market capitalization of 4.66 billion yuan [1]. - The stock has seen a net inflow of 7.47 million yuan from major investors today, with no significant trend in major holdings [5][6].