Group 1 - CRO concept stocks have shown significant gains, with WuXi AppTec (02359) up 6.3% to HKD 114.7, WuXi Biologics (02269) up 6.02% to HKD 35.2, and others also experiencing notable increases [1] - Dongwu Securities reports that 22 CXO listed companies are expected to see revenue, net profit attributable to parent, and net profit excluding non-recurring gains and losses grow by 14.16%, 64.03%, and 24.82% year-on-year for the first half of 2025, respectively [1] - The second quarter of 2025 is projected to show further improvement in revenue and profit growth rates, with expected increases of 15.15% in revenue and 53.58% in net profit attributable to parent [1] Group 2 - Xiangcai Securities highlights the active performance of the innovative drug industry chain under the backdrop of national encouragement for innovation, despite ongoing pressures from medical insurance cost control [2] - The establishment of a multi-tiered payment system and the rigid demand for medical services are expected to stabilize and rebound the industry [2] - Companies such as WuXi AppTec, Haoyuan Pharmaceutical, and WuXi Biologics are recommended for attention in the ADC CDMO and peptide CDMO sectors [2]

消息面上，药明康德此前发布业绩并上调全年销售预期，公司上半年TIDES业务收入达到人民币50.3亿 元，同比增长141.6%，TIDES订单增长或与GLP-1领域需求高涨相关。中金公司认为，如今创新药板块 估值中枢上修，预期BD资金和二级热度上涨将反哺国内新药研发需求起量以及一级创新药项目融资活 跃度提升，内需CRO有望受益。另一方面，中国企业成本与效率优势对海外客户具较强吸引力，外需 CDMO订单趋势同样向好。 此外，美国劳工统计局周二晚发布的数据显示，7月通胀表现相对平稳，分析人士称9月降息的障碍大大 降低，美联储或在下月重启降息。国信证券表示，投融资整体呈现回暖趋势。国内方面，临床前 CRO、临床CRO、CDMO业务价格止跌回稳，随着新签订单的稳步复苏，行业或将迎来反转；国际 CDMO业务方面，定价体系持续维持合理水平，疫情高基数影响已消化。 智通财经APP获悉，CRO概念股涨幅居前，截至发稿，维亚生物(01873)涨12.83%，报2.11港元；昭衍新 药(06127)涨9.23%，报24.62港元；康龙化成(03759)涨7.27%，报22.12港元；药明康德(02359)涨5.49%， 报105. ...

Group 1 - The CRO concept stocks experienced a partial surge, with Lingkang Pharmaceutical (603669) hitting the daily limit up [1] - Baicheng Pharmaceutical (301096), Kangpeng Technology, Zhaoyan New Drug (603127), and Kailaiying (002821) also saw increases [1]

Group 1 - The A-share market opened with the Shanghai Composite Index down by 0.04% [1] - The Shenzhen Component Index opened down by 0.09% [1] - The ChiNext Index opened down by 0.16% [1] - CRO concept stocks led the decline in the market [1]