Workflow
制剂CDMO业务
icon
Search documents
凯莱英:上半年净利润同比增23.71% 业务多点开花
Core Insights - The company reported a revenue of 3.188 billion yuan for the first half of 2025, representing an 18.20% year-on-year growth, and a net profit attributable to shareholders of 617 million yuan, up 23.71% year-on-year [1] - The company is focusing on expanding its market presence, particularly in peptide, oligonucleotide, and ADC segments, which are expected to support sustained growth in the future [1] Small Molecule CDMO Business - The small molecule CDMO service, the core business segment, achieved a revenue of 2.429 billion yuan, a 10.64% increase year-on-year, with a gross margin of 47.79%, up 0.6 percentage points [2] - The company delivered 44 commercial projects and 285 clinical projects, including 52 in Phase III [2] - There are 11 small molecule validation batch projects expected in the second half of 2025, indicating a solid order reserve for long-term growth [2] Emerging Business Growth - The emerging business segment saw rapid growth, generating 756 million yuan in revenue, a 51.22% increase year-on-year, with a gross margin of 29.79%, up 9.5 percentage points [3] - The chemical macromolecule CDMO segment achieved over 130% revenue growth, delivering 88 projects and acquiring 38 new clients [3] - The company has over 10 clinical mid-to-late stage projects in peptide and small nucleic acid areas, indicating strong commercial order reserves [3] Formulation CDMO and Clinical CRO - The formulation CDMO segment reported a revenue of 118 million yuan, a 7.81% increase, delivering 171 projects and completing 31 clinical mid-to-late stage projects [4] - The clinical CRO segment generated 139 million yuan, up 44.84%, assisting 13 projects in obtaining domestic clinical trial approvals [4] Biologics CDMO Performance - The biologics CDMO segment achieved a revenue of 90 million yuan, a 70.74% increase, delivering 53 batches and completing 3 IND submissions [5] - The order amount in hand increased by over 60%, with expectations of doubling revenue in 2025 [5] Technology Output and Synthetic Biology - The technology output segment is advancing in fine chemical projects, with 20 ongoing orders and plans to expand dedicated facilities in 2025 [6] - The synthetic biology segment maintained stable revenue, delivering 41 projects and acquiring 19 new clients [6] R&D and Talent Development - The company invested 286 million yuan in R&D, accounting for 8.96% of revenue, with significant achievements in continuous reaction and biosynthesis [7] - The workforce exceeds 9,000, with 78% holding a bachelor's degree or higher, and 37% of R&D personnel being advanced degree holders [7]
凯莱英(06821) - 2025年半年度报告摘要
2025-08-25 13:58
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Asymchem Laboratories (Tianjin) Co., Ltd. 凱萊英醫藥集團(天津)股份有限公司 茲載列本公司在深圳證券交易所網站刊登的以下資料中文全文,僅供參閱。 承董事會命 凱萊英醫藥集團(天津)股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 中國天津,二零二五年八月二十五日 (於中華人民共和國註冊成立的股份有限公司) 於本公告日期,本公司董事會由董事長兼執行董事 Hao Hong 博士,執行董事楊蕊女 士、張達先生及洪亮先生,非執行董事 Ye Song 博士及張婷女士,以及獨立非執行董 事孫雪嬌博士、侯欣一博士及謝維愷先生組成。 (股份代號:6821) 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第 13.10B 條作 出。 凯莱英医药集团(天津)股份有限公司 2025 年半年度报告摘要 2025 年半年度报告摘要 1 凯莱英 ...
凯莱英(06821) - 2025年半年度报告
2025-08-25 13:53
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Asymchem Laboratories (Tianjin) Co., Ltd. 凱萊英醫藥集團(天津)股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:6821) 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第 13.10B 條作 出。 茲載列本公司在深圳證券交易所網站刊登的以下資料中文全文,僅供參閱。 承董事會命 凱萊英醫藥集團(天津)股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 中國天津,二零二五年八月二十五日 於本公告日期,本公司董事會由董事長兼執行董事 Hao Hong 博士,執行董事楊蕊女 士、張達先生及洪亮先生,非執行董事 Ye Song 博士及張婷女士,以及獨立非執行董 事孫雪嬌博士、侯欣一博士及謝維愷先生組成。 【2025 年 8 月 26 日】 凯莱英医药集团(天津)股份有限公司 2025 年半年度报告全文 1 ...