港股异动 | 金斯瑞生物科技(01548)涨超8% AI需求带动生命科学板块增长 公司大幅上调指引

智通财经
Sep 01

智通财经APP获悉,金斯瑞生物科技(01548)涨超8%,截至发稿,涨8.32%,报36.7港元,成交额8.43亿港元。

消息面上,金斯瑞生物科技今年上半年实现收入4.04亿美元,同比增长27.3%(剔除去年同期礼新许可交易所产生的财务影响,下同),经调整净利润0.63亿美元同比增长203.3%。业务表现看,生命科学服务收入增长29%,得益于AIDD领域需求结构性增长以及产能利用率和运营杠杆的改善,基因至蛋白一体化解决方案、工业客户对板块收入的贡献均有提升。

公司更新2026年指引:生命科学全年收入增长25-30%;AIDD相关订单收入未来有望保持翻倍增长趋势。CDMO:FFS收入(不含授权收益)增长25-30%(前值20-25%);该业务分部有望于2027年实现EBITDA盈亏平衡。合成生物学:收入增长8-10%(前值10-15%),经调整毛利率提升至43%+。

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