凯莱英(06821)早盘一度涨超10%,截至发稿,股价上涨5.05%,现报56.15港元,成交额1.01亿港元。
凯莱英此前发布2025年第一季度报告,期内收入15.41亿元,同比增长10.1%,归母净利润为3.27亿元,同比增长15.8%。毛利润率和归母净利润率分别为42.5%和21.2%。期内,公司持续加大市场开拓力度及提升业务竞争力,新兴业务实现收入同比增长超80%,毛利率33.05%,较去年同期有较为明显回升。
华西证券指出,考虑到公司24年新签订单同比增长约20%,以及新业务能力持续建设,判断后续伴随小分子CDMO业务的环比继续改善和新业务逐渐恢复良好增长态势,业绩有望逐渐恢复快速增长。平安证券指出,2025年随着全球创新药研发企稳回暖,公司小分子化学业务有望重回增长,布局多年的多肽、小核酸、ADC业务迎来加速发展机遇,看好公司后续发展。
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