智通财经APP获悉，凯莱英(06821)午后涨超5%，截至发稿，涨5.53%，报130.4港元，成交额1.2亿港元。
消息面上，凯莱英近日披露2026年中期业绩，交银国际指出，公司1H26收入和经调整净利润均同比增长13%。公司新兴业务收入大增72%，毛利率显著提升至32.5%；化学大分子、生物药CDMO和制剂业务收入增长94%/123%/51%。管理层维持全年收入增长19-22%的指引。
交银国际表示，凯莱英1H26在手订单规模同比大增54%，8M26新签订单+55%，管理层预计约85%的在手订单有望在2H26-2027年兑现为收入。其中，化学大分子在手订单+164%，多肽减重领域相关项目和PPQ项目增至25个/8个，寡核苷酸和payload-linker项目快速推进至后期/PPQ阶段。公司上调全年资本开支指引至26-28亿元、2027年将进一步增至30亿元，重点投向化学大分子和生物大分子方向。
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