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夯实核心业务能力 博腾股份阶段性目标顺利达成
Core Viewpoint - The company reported a significant turnaround in its financial performance for the first half of 2025, achieving a revenue of 1.621 billion yuan, a year-on-year increase of 19.88%, and a net profit of 27.0595 million yuan, compared to a loss of 170 million yuan in the same period last year [1] Group 1: Financial Performance - The company achieved a basic earnings per share of 0.05 yuan [1] - Revenue growth was primarily driven by strong performances in small molecule APIs, gene cell therapy, and new molecular businesses, with respective year-on-year growth rates of approximately 20%, 71%, and 128% [1] - The European market saw a revenue increase of about 35%, while the North American market grew by approximately 33% [1] Group 2: Client and Project Engagement - The company provided small molecule API services to over 320 global clients, acquiring 40 new clients during the reporting period [2] - The gene cell therapy business achieved a reduction in losses, serving 51 clients and signing new orders worth 52.55 million yuan [2] - The new molecular business signed orders worth 41.86 million yuan, providing services for 38 clients across 67 projects [2] Group 3: Market and Operational Insights - The company has a cumulative service record of over 1,300 clients and more than 4,600 successful project deliveries, covering major disease treatment areas such as antiviral, oncology, and rare diseases [3] - The company has optimized its internal operations to effectively respond to challenges in the domestic generic drug CDMO market [2]