凱萊英(06821.HK)2023年歸母淨利22.69億元 同比下降31.28%
格隆匯3月28日丨凱萊英(06821.HK)公吿，集團2023年全年實現收入人民幣77.8億元，剔除大訂單後收入人民幣53.6億元，同比增長23.67%。於2023年，歸屬於上市公司股東的淨利潤為人民幣22.69億元，同比下降31.28%。每股基本盈利由2022年的人民幣9.00元下降至2023年的人民幣6.26元，而每股攤薄盈利由2022年的人民幣9.02元下降至2023年的人民幣6.26元。每股基本及攤薄盈利的下降主要由於淨利潤下降。
作為雙輪驅動業務戰略中新崛起的重要板塊—新興業務服務，公司依託小分子CDMO業務板塊的競爭優勢，加快該領域的人才團隊和能力建設。這促進了新興業務板塊取得快速增長，包括化學大分子、臨牀研究服務、製劑、生物大分子CDMO、新綠色技術輸出，包括連續生產技術、合成生物技術以及其他策略性新興業務線。整個報吿期，這些新興業務線的收入為人民幣1,170.20百萬元，增長17.79%。由於處於全球生物科技公司的資本動盪期，本年毛利率為24.65%，較去年同期減少8.87%。
公司為多肽、寡核苷酸、聚合物及其他大分子提供綜合化學大分子CDMO解決方案。於報吿期內，收入同比增長6.77%，合計開發新客户約74家，承接新項目80項，推進到臨牀II期後的項目合計33項。
展望2024年及以後，公司的措施包括：i)縱向深化公司的服務，除繼續正在進行中的商業項目，對存量跨國製藥公司客户羣垂直挖掘新項目；ii)主動與可能已將業務重點從小分子業務轉向多種管線佈局的非活躍客户重新建立溝通和合作，特別是對引進小分子新靶點管線審批感興趣的客户；iii)擴大跨國製藥公司客户儲備並使其多元化，經過多年滲透，日本市場已經取得顯著突破；及iv)憑藉為跨國製藥公司提供服務的豐富經驗，公司還繼續與領先的生物技術公司和眾多中小型跨國製藥公司達成合作。
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