字号·· | 护眼
南华早报

中国生物科技巨头药明康德利润激增后上调2026年业绩展望Chinese biotech giant WuXi AppTec raises 2026 outlook after profit surge

点「原文对照」整页切到原文,或双击某段只看那段的原文。

药明康德在2026年前九个月净利润激增62.4%、营收增长38.6%后,上调了全年营收指引,得益于其药物研发和制造服务的强劲需求。

WuXi AppTec raised its full-year revenue guidance after its net profit surged 62.4 per cent in the first nine months of 2026, while revenue rose 38.6 per cent on strong demand for its drug development and manufacturing services.

根据向香港证券交易所提交的文件,这家中国医药研发服务提供商截至9月30日止九个月的净利润达到191.6亿元人民币(约28.7亿美元),上年同期为118.0亿元人民币。其营收从328.6亿元人民币增至455.4亿元人民币。

The Chinese pharmaceutical research services provider’s net profit reached 19.16 billion yuan (US$2.87 billion) for the nine months ended September 30, compared with 11.80 billion yuan a year earlier, a filing to the Hong Kong stock exchange showed. Its revenue rose to 45.54 billion yuan from 32.86 billion yuan.

总部位于上海的公司根据文件将全年营收预测上调至610亿至619亿元人民币,此前预测为585亿至605亿元人民币。持续经营业务营收预计增长40%至42%,此前预测为35%至39%。

The Shanghai-based company raised its full-year revenue forecast to 61 billion to 61.9 billion yuan, from 58.5 billion to 60.5 billion yuan previously projected, according to the filing. Revenue from continuing operations was now expected to grow 40 per cent to 42 per cent, compared with its previous forecast of 35 per cent to 39 per cent.

前九个月持续经营业务营收同比增长46.3%至455.4亿元人民币,同期持续经营业务在手订单增长36.4%至767.4亿元人民币。

Revenue from continuing operations rose 46.3 per cent to 45.54 billion yuan for the first nine months from one year earlier, while its backlog from continuing operations increased 36.4 per cent to 76.74 billion yuan during the same period.

药明康德最大的业务板块——化学业务,前三个季度营收同比增长51.5%至393.6亿元人民币。同期小分子药物研发和制造服务营收增长65.6%至235.8亿元人民币。

WuXi AppTec’s chemistry business, its largest segment, recorded year-on-year revenue growth of 51.5 per cent to 39.36 billion yuan in the first three quarters. Revenue from small-molecule drug development and manufacturing services rose 65.6 per cent to 23.58 billion yuan over the same period.

今年前三个季度,其检测业务营收同比增长32%至39.1亿元人民币,生物学业务增长12.4%至21.9亿元人民币。

Revenue from its testing business increased 32 per cent to 3.91 billion yuan year on year in the first three quarters this year, while its biology business grew 12.4 per cent to 2.19 billion yuan.

药明康德表示,为满足不断增长的客户需求,公司已加速产能规划,包括提前投入常州新基地运营。

WuXi AppTec said it had accelerated capacity planning to meet growing customer demand, including bringing a new site in Changzhou into operation ahead of schedule.

该公司还将全年经调整自由现金流预测上调至145亿至155亿元人民币,此前预测为135亿至145亿元人民币,同时将资本支出预测上调至80亿至85亿元人民币。

It also raised its full-year adjusted free cash flow forecast to 14.5 billion to 15.5 billion yuan, from 13.5 billion to 14.5 billion yuan previously, while increasing its capital expenditure forecast to 8 billion to 8.5 billion yuan.

业绩发布之际,这家中国生物技术公司正面临华盛顿的审查。美国国防部于6月将该公司列入其“中国军事企业”名单,该公司已就该认定提起诉讼挑战。

The results come as the Chinese biotechnology firm faces scrutiny from Washington. The US Department of Defence added the company to its list of Chinese military companies in June, a designation the company challenged in court.

美国联邦法院8月初步禁止执行该认定,尽管美国对与中国生物技术公司交易的更广泛限制仍构成潜在风险。

A US federal court in August preliminarily barred enforcement of the designation, although broader US restrictions on dealings with Chinese biotechnology companies remain a potential risk.

在季度业绩发布前,药明康德股价周一收涨1.2%,报188.30港元。

WuXi AppTec shares closed 1.2 per cent higher at HK$188.30 on Monday, before the release of its quarterly results.

阅读媒体原文 ↗