CRDMO(合同研究

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翰宇药业2025上半年扭亏为盈 国际业务收入占比超七成
Zheng Quan Ri Bao Wang· 2025-08-21 13:49
本报讯 (记者刘晓一)8月21日晚间,深圳翰宇药业股份有限公司(以下简称"翰宇药业")披露2025年半年度报告,上半 年公司实现营业收入5.49亿元,同比增长114.86%;归属于上市公司股东的净利润1.45亿元,同比扭亏为盈,经营性现金流1.57 亿元,同比增长376.42%。 依托国际业务持续放量,翰宇药业今年以来业绩持续冲高。2025上半年,公司国际业务实现收入4.25亿元,占营收比重从 2024年同期的55.10%大幅攀升至77.40%。目前,公司国际业务签约覆盖范围已延伸至北美、南美、欧洲、亚洲、中东等90余个 国家和地区。 此外,公司运营效率逐步提升,在费用管控方面,上半年翰宇药业销售费用同比下降10.08%,管理费用同比下降5.15%, 财务费用同比下降10.06%,三项费用的有效管控,为公司净利润的快速增长作出贡献。 值得一提的是,在创新药管线布局,尤其是三靶点减肥创新药方面,公司已利用AI药物筛选,瞄准超长效月制剂/周制剂/ 口服,弥补了市场空缺。CRDMO(合同研究、开发和生产)业务方面,依托在多肽领域积累的深厚技术储备,翰宇药业已与 博瑞生物医药(苏州)股份有限公司、深圳碳云智肽药物科技 ...
药明康德预计上半年净利润85.61亿元 同比增长101.92%
Zheng Quan Shi Bao· 2025-08-13 05:51
证券时报记者 陈澄 数据显示,截至2024年末,药明康德整体活跃客户约6000家。其中,持续经营业务截至年末活跃客户约 5500家,持续经营业务全年新增客户约1000家,全球各地客户对公司服务的需求持续增长。截至2024年 末,公司持续经营业务在手订单493.1亿元,同比增长47.0%。 7月10日晚间,药明康德(603259)发布2025年半年度业绩预告,预计上半年实现营收约207.99亿元, 同比增长约20.64%;预计实现归属于股东净利润约85.61亿元,同比增长约101.92%。 分析人士认为,药明康德业绩与全球制药行业发展以及新药研发投入密切相关,在全球制药行业蓬勃发 展的推动下,公司的主营业务有着广阔的发展空间,伴随着全球各国经济的发展、全球人口总量的增 长、人口老龄化程度的提高、科技进步、医疗开支上升以及大众对于健康生活的需求不断增强,预计全 球制药市场规模以及对于医药研发服务的需求仍然将持续增长。 药明康德在半年度业绩预告中表示,公司持续聚焦独特的"一体化、端到端"CRDMO(合同研究、开发 与生产)业务模式,紧抓客户对赋能需求的确定性,不断拓展新能力、建设新产能,持续优化生产工艺 和提高经营 ...
药明康德: 2025年半年度业绩预增公告
Zheng Quan Zhi Xing· 2025-07-10 11:07
Core Viewpoint - WuXi AppTec focuses on a unique "integrated, end-to-end" CRDMO (Contract Research, Development, and Manufacturing) business model, aiming to meet customer empowerment needs and continuously expand capabilities and production capacity, leading to steady business growth and improved operational efficiency [1][2]. Financial Performance Summary - The adjusted net profit attributable to the parent company is approximately RMB 631.48 million, representing a year-on-year increase of about 44.43% [1][2]. - Revenue from continuing operations is expected to grow by approximately 24.24% [2]. - The total profit for the period is estimated at approximately RMB 990.74 million, reflecting a year-on-year increase of about 101.92%, which includes investment income from the sale of part of the equity in an associated company [2][3]. - Basic earnings per share are expected to be approximately RMB 3.01, a year-on-year increase of about 106.16% [1]. Previous Year Performance Comparison - In the same period last year, the company reported revenue of RMB 1,724.09 million and an adjusted net profit of RMB 437.22 million [2]. - The basic earnings per share for the previous year were RMB 1.46 [2]. Reasons for Performance Increase - The main driver for the performance increase is the company's focus on its unique CRDMO business model, which has led to continuous optimization of production processes and enhanced operational efficiency [2]. - The non-operating income primarily stems from the sale of shares in WuXi XDC Cayman Inc., with expected gains of approximately RMB 320.99 million [3].