理解市场 | 药明康德高开逾 7% 前三季度净利润同比增长 84.84% 进一步上调全年业绩指引

According to Zhitong Finance APP, WuXi AppTec (02359) opened over 7% higher, and as of the time of writing, it has risen by 7.51%, trading at HKD 118.8, with a transaction volume of HKD 31.2939 million.

In terms of news, WuXi AppTec announced that in the first three quarters of 2025, it achieved operating revenue of RMB 32.86 billion, a year-on-year increase of 18.6%, with revenue from continuing operations increasing by 22.5% year-on-year; the net profit attributable to shareholders of the listed company was RMB 12.076 billion, a year-on-year increase of 84.84%. The company expects that the revenue from continuing operations will return to double-digit growth in 2025, with the growth rate adjusted from 13-17% to 17-18%. The company expects the overall annual revenue to be adjusted from RMB 42.5-43.5 billion to RMB 43.5-44 billion. The company will focus on its core CRDMO business and continue to improve production and operational efficiency.

As of the end of September 2025, WuXi AppTec's continuing operations had a backlog of orders amounting to RMB 59.88 billion, a year-on-year increase of 41.2%. In the first three quarters of 2025, the company's continuing operations revenue was RMB 32.45 billion, of which revenue from U.S. clients was RMB 22.15 billion, a year-on-year increase of 31.9%; revenue from European clients was RMB 3.84 billion, a year-on-year increase of 13.5%; revenue from Chinese clients was RMB 5.04 billion, a year-on-year increase of 0.5%; and revenue from clients in other regions was RMB 1.42 billion, a year-on-year increase of 9.2%