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康龍化成:受歐美通脹影響 預計利潤端增速可能會慢幾個點
格隆匯7月19日丨康龍化成披露投資者關係活動記錄表公告,年初,公司預計全年收入端和利潤端指引在30%-40%區間範圍。目前,收入端指引保持30%-40%區間不變,但受歐美通脹影響,預計利潤端(口徑是Non-IFRS)增速可能會慢幾個點。從需求看,公司的客戶需求還是持續的,600立方米產能會支持公司小分子CDMO未來2-3年增長。從目前訂單來看,臨牀訂單還是不錯的,訂單增長和今年收入增長差不多。如下半年疫情控制繼續向好,國內臨牀研究服務的收入增長有進一步加強,但毛利率需要一點時間慢慢爬坡,今年可能還在虧損。
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