金凯生科(301509) - 2025年5月15日投资者关系活动记录表

Group 1: Company Performance - The significant growth in Q1 2025 performance is attributed to enhanced service capabilities, increased R&D investment, and concentrated order deliveries [2] - Future performance may experience volatility due to macroeconomic factors, industry developments, and trade policy uncertainties [2] Group 2: Impact of U.S. Tariff Policies - U.S. tariff policies may affect the company's overseas business, particularly as the company primarily exports products [3] - The company has developed specialized CDMO services and has a mature R&D, production, and sales system, which provides some resilience against tariff risks [3] Group 3: U.S. Production Base - The U.S. production base in Wisconsin has passed FDA cGMP inspections and focuses on GMP intermediates and API products [3] - Plans for 2025 include upgrading the Wisconsin facility to expand capacity and enhance service capabilities, leveraging its strategic location for business growth [3]