Previously, Wuxi PharmaTech has released confidence to the market: the company updated its annual performance target for 2022 on the evening of July 2 1, and raised the previously announced revenue growth target for 2022 from 65%~70% to 68%~72%.
The performance in the same period reached a record high.
The financial report shows that in the first half of this year, Wuxi PharmaTech achieved operating income of 654.38+07.756 billion yuan, a year-on-year increase of 68.52%; The net profit of returning to the mother was 4.636 billion yuan, a year-on-year increase of 73.29%; Basic earnings per share 1.59 yuan. During the period, the profit has reached the highest level in the same period.
From the perspective of revenue structure, except for the domestic new drug research and development service department, the revenue of other major business segments of Wuxi PharmaTech increased year-on-year.
Among them, the chemical business increased the most, with the revenue of12.974 billion yuan in the first half of the year, up by10/.91%year-on-year, of which the revenue of small molecule drug discovery (R) service was 3.504 billion yuan, up by 36.50% year-on-year, and the process research and development and production (DM Excluding commercial projects in COVID-19, the revenue of the chemical business segment increased by 36.8% year-on-year.
During the period, the income of detection business, biological business, cell and gene therapy CTDMO business and other business segments increased by 23.62%, 65,438+08.52%, 35.73% and 74.29% respectively compared with the same period of last year.
Domestic new drug R&D service department is the only sector with declining revenue of Wuxi PharmaTech, with revenue of 455 million yuan in the first half of the year, down 26.69% year-on-year. The main reason for the decline is that the domestic new drug R&D service department has been actively and iteratively upgraded to meet the higher requirements of customers for China's new drug R&D service. Due to the long delivery cycle of IND, the current performance was affected to some extent.
In terms of regional distribution, the income from the United States, China and Europe were1190.9 million yuan, 3175 million yuan and185.3 million yuan, respectively, with year-on-year growth of 104%, 27% and 24%.
According to the announcement, Wuxi PharmaTech attributed its performance growth in the first half of the year to the company's continuous strengthening of its unique integrated CRDMO (contract research, development and production) and CTDMO (contract testing, R&D and production) business models, actively cooperating with the implementation of COVID-19 epidemic prevention and control measures, and giving full play to its advantages of global layout, remote operation and full industrial chain coverage.
In terms of capacity dynamics, in June this year, Wuxi PharmaTech's second high-activity API production workshop in Changzhou was officially put into use, aiming at further expanding the large-scale capacity of high-activity APIs. Subsequently, in July, the company announced that another brand-new oligonucleotide and polypeptide production building and production base in Changzhou API R&D was officially put into operation, further enhancing the mass production capacity. At the same time, another brand-new large-scale continuous production (also known as flow chemistry) workshop in Changzhou base was officially put into production.
Star fund manager jiacang
Wuxi pharmatech has always been an important goal of institutional investors. Wind data shows that by the end of June 2022, there were 6 19 fund products owned by over 100 institutions.
Among them, China Europe Medical and Health Fund holds the largest number of shares, reaching 665,438+0,227,900 shares, and the current market value of its positions exceeds 6.2 billion yuan.
The manager of China-Europe Medical Health Fund is Glenn, a star fund manager in the pharmaceutical industry. After lightening WuXi PharmaTech in the first quarter of this year, the Fund increased its holdings by 654.38+0.9003 million shares in the second quarter. At present, its shareholding accounts for about 2.4% of the company's issued shares.
As of the end of the first half of the year, Wuxi PharmaTech was the second largest heavyweight stock of China-Europe Medical and Health Fund, accounting for 8.96% of the fund's net asset value.
It is worth mentioning that in the second quarter of this year, Gulen also increased his holdings of a number of innovative pharmaceutical industry chain companies. The China-Europe Medical and Health Fund revealed in the second quarterly report recently that Jiuzhou Pharmaceutical has newly entered its list of top ten awkward stocks, and companies such as Kang Longhua Cheng, Aier Ophthalmology and Mindray Medical have also increased their holdings.
In terms of other shareholders, China life insurance products rank among the top ten shareholders of Wuxi PharmaTech, holding 52,988,400 shares; Hong Kong Securities Clearing Company Limited increased its holdings of Wuxi PharmaTech by 26,202,700 shares.
As for the number of shareholders, by the end of June 2022, the number of shareholders of Wuxi PharmaTech was 265,438+0,640, an increase of 97,665,438+0.
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