Group 1: Company Performance - In the first half of 2025, the company achieved a revenue of 5.34 billion yuan, representing a year-on-year growth of 14.75% [3] - The net profit attributable to shareholders reached 25.38 million yuan, with a significant year-on-year increase of 140.35% [3] - The company's gross margin has improved significantly, indicating a fundamental enhancement in its financial health [3] Group 2: Strategic Planning - The company is focusing on a "one-stop service platform" for drug development, promoting a full-package service model to reduce communication costs and enhance efficiency [3] - The integration of AI technology into drug research and development is a key strategy, with successful applications in multiple core business areas [3] - The company aims to leverage its technological service capabilities to fill critical gaps in the industry chain and foster collaborative ecosystems [3] Group 3: Market Expansion - Over 80% of the company's revenue comes from overseas clients, with approximately 20% from the Asia-Pacific region [4] - The company is actively expanding its presence in the Asia-Pacific market and enhancing its service capabilities in Europe and the US [4] - New modality drug business has seen a significant increase, with orders from XDC and peptides rising from 8% to 17% year-on-year [5] Group 4: Customer Strategy - The company aims to secure long-term contracts with multinational corporations (MNCs) while also empowering more biotech firms as long-tail customers [5] - The customer structure is primarily composed of small to medium biotech firms, with a trend of MNC clients returning [5] - The company is focusing on enhancing collaboration with MNCs to stabilize its customer base and performance [5] Group 5: Financial Goals and Milestones - The long-term strategic goal is to capture 1% of the global CXO market, which is valued at 1 trillion USD [7] - The company targets a revenue increase to 2.5 billion yuan and a net profit of no less than 200 million yuan by 2027 [7] - Key milestones for the upcoming year include enhancing full-package services, establishing laboratories in Boston and the UK, and improving overall service capabilities [8]