ChemPartner(SZ:300149)2025-10-31 08:12Group 1: Financial Performance - The company achieved a revenue of 13.68 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 8.17% [2] - In Q3 2025, the revenue reached 2.83 billion yuan, marking an increase of 11.72% [2] - The net profit attributable to shareholders for the first three quarters was 4,273 million yuan, with a net profit of 1,735 million yuan in Q3 [2] Group 2: Strategic Planning - The Boston R&D base in the U.S. commenced operations in September 2025, enhancing local service capabilities [3] - The company aims for a revenue growth rate exceeding 15% and to achieve profitability by 2025, with strategic effects expected to manifest in 2026 [3] - By 2027, the company plans to enter a phase of significant growth [3] Group 3: Business Development - The company is expanding its integrated service capabilities and focusing on new modalities, including XDC, small nucleic acids, AOC, and POC [3] - Domestic business growth is driven by the rebuilding of the BD team and strong research capabilities, leading to increased order recognition [4] - The company is actively pursuing investment in industry funds to identify promising biopharmaceutical projects [5] Group 4: Market Trends and Orders - The order scale has shown steady growth, with significant recovery in domestic business and a rebound in overseas markets [5] - The company has completed team restructuring to enhance client maintenance and new customer acquisition [5] - The market order prices have started to rebound, and the company is enhancing its R&D capabilities to strengthen its competitive edge [5]