药明康德(02359.HK)中期纯利跌16.9%至10.57亿元
格隆汇8月19日丨药明康德(02359.HK)公布，截至2019年6月30日止中期，公司实现收入为人民币58.94亿元(单位下同)，同比增长33.7%；毛利22.84亿元，同比增长30.0%，毛利率降至38.7%；母公司持有者的应占溢利10.57亿元，同比减少16.9%；经调整非《国际财务报告准则》的母公司持有者的应占溢利11.79亿元，同比增长32.0%；每股盈利0.65元，不派息。
公告称，溢利减少主要是由于投资组合(主要为Unity Biotechnology Inc.及华领医药等公司)公允价值收益减少；及业务增长及产能增加导致开支增加。
于期内，中国区实验室服务实现收29.89亿元，同比增长23.7%；CDMO/CMO服务实现收入17.18亿元，同比增长42.0%；美国区实验室服务实现收入7.10亿元，同比增长30.0%；临床研究及其他CRO服务实现收入4.72亿元，同比增长104.2%。
公司继续提升现有客户渗透率、拓展新客户，尤其是全球"长尾"客户，并将服务拓展至国内客户。报告期内，公司新增客户近600家，活跃客户数量超过3,600家。公司发挥"一体化、端到端"的研发服务平台优势，从"跟随项目发展"到"跟随药物分子发展"，不断扩大服务，各个业务板块间的协同性进一步增强。公司各个业务板块及设施均持续推进规模和能力建设。
报告期内，公司新建的启东研发中心开始营运，未来将成为上海总部的延伸。公司的药物安全性评价、生物分析服务及医疗器械测试等三个实验室测试部设施分别顺利通过了FDA、OECD和CNAS的监管核查。公司在无锡市的细胞和基因治疗CDMO/CMO设施投入运营，服务国内客户。子公司合全药业位于上海的新制剂生产基地首次顺利通过欧洲药品管理局("MPA")GMP认证。2019年7月，合全药业在上海的分析服务部设施及常州API流程研发及生产设施顺利通过两项FDA核查，未提供Form483。
此外，研发开支由截至2018年6月30日止六个月的1.78亿元增至截至2019年6月30日止六个月的2.44亿元，主要是由于人员费用增加；及研发项目的材料费用增加所致。
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