又一家企业新增订单数超预期，医药CXO行业再次释放积极信号

中国制药网08-23 15:42

有分析人士指出，随着全球医药市场需求的持续增长、国内医药创新政策的不断优化以及 CXO 企业自身能力的提升，中国CXO行业有望迎来更加稳健的发展。据悉，随着药企半年报的集中披露，不少CXO企业业绩增长出现放缓。如作为CXO行业企业之一的药明生物近期半年报数据展现了诸多亮点，也在释放行业积极信号。数据显示，今年上半年，药明生物实现收益同比增长1%至85.7亿元。剔除新冠项目收益，非新冠项目收益...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2461646556?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-08-23 15:42","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2461646556","market":"hk","top_or_hot":-1,"title":"又一家企业新增订单数超预期，医药CXO行业再次释放积极信号","media":"中国制药网","content":"<div>\n<p>有分析人士指出，随着全球医药市场需求的持续增长、国内医药创新政策的不断优化以及 CXO 企业自身能力的提升，中国CXO行业有望迎来更加稳健的发展。据悉，随着药企半年报的集中披露，不少CXO企业业绩增长出现放缓。如作为CXO行业企业之一的 药明生物 近期半年报数据展现了诸多亮点，也在释放行业积极信号。数据显示，今年上半年，药明生物实现收益同比增长1%至85.7亿元。剔除新冠项目收益，非新冠项目收益...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082315510695b733ad&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>又一家企业新增订单数超预期，医药CXO行业再次释放积极信号</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又一家企业新增订单数超预期，医药CXO行业再次释放积极信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-23 15:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082315510695b733ad&s=b><strong>中国制药网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析人士指出，随着全球医药市场需求的持续增长、国内医药创新政策的不断优化以及 CXO 企业自身能力的提升，中国CXO行业有望迎来更加稳健的发展。据悉，随着药企半年报的集中披露，不少CXO企业业绩增长出现放缓。如作为CXO行业企业之一的 药明生物 近期半年报数据展现了诸多亮点，也在释放行业积极信号。数据显示，今年上半年，药明生物实现收益同比增长1%至85.7亿元。剔除新冠项目收益，非新冠项目收益...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082315510695b733ad&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0516422366.SGD","symbol_name":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082315510695b733ad&s=b","article_id":"2461646556","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082315510695b733ad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2461646556","pubTimestamp":1724398955,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"有分析人士指出，随着全球医药市场需求的持续增长、国内医药创新政策的不断优化以及 CXO 企业自身能力的提升，中国CXO行业有望迎来更加稳健的发展。据悉，随着药企半年报的集中披露，不少CXO企业业绩增长出现放缓。如作为CXO行业企业之一的 药明生物 近期半年报数据展现了诸多亮点，也在释放行业积极信号。分析人士表示，2024年上半年我国CXO行业业绩表现分化。展望未来，中国CXO行业有望迎来更加稳健的发展。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","BK1574":"生物医药B类股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1589":"北水核心资产","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","02269":"药明生物","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","09939":"开拓药业-B","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0359201612.USD":"贝莱德中国基金A2","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","BK1521":"挪威政府全球养老基金持仓","BK1610":"ETF&股票定投概念","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1161":"生物科技","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1141":"生命科学工具和服务","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK1576":"医药外包概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0823426480.USD":"法巴中国股票经典Dis","LU0052750758.USD":"富兰克林中国基金A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1515":"抗疫概念"},"translate_title":"Another company's new orders exceeded expectations, and the pharmaceutical CXO industry once again released a positive signal","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09939":1,"02269":0.9},"content_text":"有分析人士指出，随着全球医药市场需求的持续增长、国内医药创新政策的不断优化以及 CXO 企业自身能力的提升，中国CXO行业有望迎来更加稳健的发展。据悉，随着药企半年报的集中披露，不少CXO企业业绩增长出现放缓。如作为CXO行业企业之一的 药明生物 近期半年报数据展现了诸多亮点，也在释放行业积极信号。数据显示，今年上半年，药明生物实现收益同比增长1%至85.7亿元。剔除新冠项目收益，非新冠项目收益同比增长7.7%，其中临床后期及商业化项目收益增长11.7%。数据还显示，上半年药明生物新增61个 综合 项目，对比2023年上半年同期新增46个综合项目。具体来看，这61个综合项目，新药临床试验申请(IND)前、临床早期、临床后期以及商业化生产项目数分别为52个、5个、3个和1个。业内表示，药明生物强劲的临床前业务也显现了生物技术融资复苏的早期迹象。展望未来，药明生物管理层表示，在未来收入预期的确定性上，R端的发力是一方面，公司下半年R项目数增加将超过去年上半年。R跟D业务方面，增长势头已从2023年第四季度延续到2024年上半年；M业务方面，“跟随分子”项目进展顺利，该业务几个潜在的重磅项目正进入PPQ阶段，将在2025年及以后带来显著增长。公司进一步提升生物药R(研究)、D(开发)和M(生产)能力，为合作伙伴创造更大的商业价值。此外，根据数据显示，截至2024年6月30日，药明生物未完成订单总额达201亿美元，其中未完成服务订单和未完成潜在里程碑付款订单分别达到130亿美元和71亿美元。3年内未完成订单超过36亿美元，已可以确保近期收益。除了药明生物，多家企业在半年报中也释放出积极信号。如药明生物“兄弟公司” 药明康德 2024年上半年在手订单431亿，2023年上半年在手订单339亿元，2023年年末是352亿。药明康德2024年上半年在手订单增速27.1%。此外，药明康德今年一季度、二季度连续两个季度净利润环比出现增长。药明康德在半年报中还表示，尽管面临外部环境的不确定性，公司预计2024年收入达到383亿—405亿元，剔除商业化项目后将保持正增长(预计为2.7%—8.6%)。而 凯莱英 上半年新签订单同比增长超过20%，新签订单达4.8亿元，尤其是二季度较一季度有较大幅度增长，来自欧美市场的订单增速尤为显著。公司在海外扩展上表现突出，完成了前辉瑞英国基地的布局，提高了CDMO业务的全球供应能力。康龙化成 2024年Q2新签订单同比增长15%，订单增长主要来自欧美客户，海外订单价格没有降价的情况下客户平稳增长。昭衍新药 二季度经营情况较一季度环比改善明显，也显示出其业务的回暖迹象。数据显示，公司第二季度营收环比增长21.51%—99.69%，净利润和扣非净利润均环比扭亏，其中第二季度实现净利润约8786.62万元—1.36亿元，实现扣非净利润约6000.62万元—1.18亿元。分析人士表示，2024年上半年我国CXO行业业绩表现分化。面对挑战，中国CXO企业正积极寻求应对策略，包括加强技术创新、优化成本结构、拓展国际化业务等，以期在新的市场环境下找到新的增长点。展望未来，中国CXO行业有望迎来更加稳健的发展。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Business Data","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2461646556"}