Core Insights - The company reported strong interim results for the first half of 2025, with revenue reaching RMB831.9 million and a gross profit margin of 40.8%, reflecting a significant improvement in operational efficiency and business structure optimization [1] - The CRO business experienced a positive growth trajectory, with revenue increasing by approximately 9.6% year-over-year, driven by a recovery in global biopharmaceutical investments and a surge in domestic innovative drug transactions [2] - The company has successfully expanded its client base, serving 1,669 CRO clients, including all top 10 global pharmaceutical companies, with overseas revenue contributing approximately 85% [3] Financial Performance - Revenue for the first half of 2025 was RMB831.9 million, with a gross profit of RMB339.4 million, leading to a gross profit margin increase of 6.3 percentage points [1] - Net profit amounted to RMB148.6 million, a 3.1% increase year-over-year, while adjusted non-IFRS net profit rose by 9.1% to RMB183.5 million [1] - Langhua Pharmaceutical's revenue reached RMB409.0 million, with an adjusted gross profit margin of 37.9%, reflecting a year-on-year increase of 7.9 percentage points [8] CRO Business Development - The CRO business saw a revenue increase to RMB422.8 million, with adjusted gross profit rising to RMB194.6 million, attributed to improved operational efficiency and a robust order backlog [2] - New modalities accounted for approximately 15% of CRO revenue, growing nearly 19% year-on-year, indicating a shift towards innovative drug development [4] - The company has integrated AI technology into its drug discovery platform, contributing to nearly 10% of total CRO revenue [5][6] CDMO and CMC Business - The company is enhancing its CDMO capabilities through the acquisition of Langhua Pharmaceutical, which has initiated new commercialization projects [7] - Langhua Pharmaceutical's adjusted gross profit margin improved significantly due to structural optimization in its CDMO business [8] - The CMC business has shown significant profitability improvements, with a focus on synthesis and analysis operations [10] Investment and Portfolio Management - The company successfully exited investments from various portfolio companies, generating total proceeds of nearly RMB76.5 million [12] - As of June 30, 2025, the company had invested in 93 portfolio companies, with a significant portion located in North America [12][13] - The company is actively participating in establishing an RMB-denominated fund to support biopharmaceutical ventures [15] Infrastructure and Workforce - As of June 30, 2025, the company employed 2,085 staff, with a significant number dedicated to CRO R&D [16] - The company has expanded its facilities, including a new headquarters in Shanghai and multiple parks for R&D and production [17][18] - The Shanghai Supercomputing Center has been operational, supporting advanced drug discovery computations [19] Strategic Vision - The company aims to strengthen the synergy between its CRO and CDMO businesses, enhancing its one-stop innovative drug R&D platform [20] - Future plans include boosting revenue growth and profitability through strategic partnerships and improved operational efficiencies [11][22]

英矽智能在人工智能平台开发和药物研发管线建设方面取得了显著进展。 本文为IPO早知道原创 据IPO早知道消息，英矽智能日前已完成由惠理集团（HKG: 0806）旗下私募股权基金、浦东创投 和浦发集团、锡创投和宜兴国控联合领投的1.1亿美元E轮融资。本轮融资还吸引了专注于行业和科 技领域的新晋投资者的参与，并得到了现有投资者的支持。 本轮融资所募得的资金将用于推动英矽智能在人工智能平台升级和药物研发管线创新方面的突破。一 方面，资金将用于完善英矽智能专有的人工智能模型和算法，同时升级和扩展其领先的自动化机器人 实验室，以进一步实现和优化研发流程的自动化。另一方面，英矽智能将专注于推进其用于治疗特发 性肺纤维化（IPF）的核心候选药物的临床验证，并加速对其他自主研发和合作开发的药物管线的探 索，加速在生物医药研发领域的突破性创新。 过去一段时间，英矽智能在人工智能平台开发和药物研发管线建设方面取得了显著进展，以真实世界 案例验证了其自主研发的AI驱动平台在药物研发早期阶段显著降低成本和提高效率的能力。如已对外 公布的其自主研发临床前候选药物（PCC）的关键基准所示， 通过集成先进的人工智能和自动化技 术，英矽智能 ...