建银国际发表研究报告指，药明康德第三季业绩表现强劲，销售额按季增长13%，达到105亿元，超出该行预测的98亿元；毛利率受惠于人民币对美元的升值，按季升2.5个百分点。建银国际相信，集团已取得足够的采购订单，以占用新增的产能。该行将集团2024至26年的销售预测上调4.7%，以反映分子管线逐步向后期演进及对应用于开发新模式的TIDES服务的需求支持下的持续增长。Yao Ming Kangde (02359) is now up nearly 5%. As of press release, it has risen 4.81% to HK$56.5, with a turnover of HK$0.205 billion.
The Zhitong Finance App learned that Yao Ming Kangde (02359) is now up nearly 5%. As of press release, it has risen 4.81% to HK$56.5, with a turnover of HK$0.205 billion.
According to the news, Yao Ming Kangde previously released results, saying that in the first 9 months, revenue was about 27.702 billion yuan, a year-on-year decrease of 6.23%; net profit was about 6.533 billion yuan, a decrease of 19.11% year-on-year. Among them, revenue for the third quarter was about 10.461 billion yuan, a year-on-year decrease of 1.96%; net profit was about 2.293 billion yuan, a year-on-year decrease of 17.02%. By the end of September 2024, the company had orders of 43.82 billion yuan, an increase of 35.2% over the previous year.
According to a research report published by CCB International, Yao Ming Kangde's third quarter performance was strong. Sales increased 13% quarterly to 10.5 billion yuan, exceeding the bank's forecast of 9.8 billion yuan; gross margin benefited from the appreciation of RMB against the US dollar and increased 2.5 percentage points from quarter to quarter. CCB International believes that the Group has obtained sufficient purchase orders to take up the additional production capacity. The bank raised the Group's 2024-26 sales forecast by 4.7% to reflect the gradual evolution of molecular pipelines to a later stage and continued growth supported by demand for TIDES services applied to the development of new models.
