藥明康德(02359.HK):2021年淨利潤預增68%-70%
格隆匯1月18日丨藥明康德(02359.HK)公吿,預期集團於截至2021年12月31日止年度營業收入及歸屬於公司股東的淨利潤相比2020年年度同期將錄得上升。
公司預計2021年年度營業收入介乎人民幣228.19億元至人民幣229.02億元,與2020年年度相比,增加人民幣62.83億元至人民幣63.66億元,同比增長38.0%至38.5%。預計2021年年度實現歸屬於公司股東的淨利潤介乎人民幣49.73億元至人民幣50.32億元,與2020年年度相比,增加人民幣20.13億元至人民幣20.72億元,同比增長68.0%至70.0%。預計2021年年度實現歸屬於公司股東的扣除非經常性損益的淨利潤介乎人民幣40.07億元至人民幣40.55億元,與2020年年度相比,增加人民幣16.22億元至人民幣16.70億元,同比增長68.0%至70.0%。
業績預增的主要原因:
(1)主營業務影響
公司始終貫徹執行"跟隨分子"的戰略,整合後的化學業務(WuXi Chemistry)板塊,持續建設"一體化,端到端"合同研究、開發及生產組織(CRDMO)業務,訂單需求旺盛,推動了公司2021年全年營業收入加速增長。測試業務(WuXi Testing)下實驗室分析及測試業務和臨牀CRO/SMO業務、生物學業務(WuXi Biology)以及化學業務下小分子藥物發現服務,也均繼續保持了強勁的增長勢頭。於2021年年度,公司還通過不斷優化經營效率,令產能利用率持續提升,規模效應得以進一步顯現。
(2)非經常性損益的影響
公司2021年年度非經常性淨收益與上年同期相比有所增長,主要由於︰(1)公司所投資的已上市公司標的受到市場股價波動的影響,使公司部分非流動金融資產的公允價值變動收益及投資收益合計較上年度同期有所減少,預計淨收益影響2021年年度利潤金額人民幣16.63億元左右,上年同期影響金額為淨收益人民幣17.94億元,同比收益減少約人民幣13,082.38萬元;(2)但另一方面,公司H股可轉股債券衍生金融工具部分的公允價值受公司H股股價變動影響,2021年度非現金賬面公允價值損失金額預計為人民幣10.01億元左右,上年同期為淨損失人民幣13.49億元,同比損失減少約人民幣3.49億元左右;(3)此外,公司在2021年度還完成了向常州藥明合聯生物技術有限公司(即無錫藥明合聯生物技術有限公司(前稱無錫藥明偶聯生物技術有限公司)成立的全資子公司)轉讓小分子毒素分子及連接子業務和相關資產的交易,獲得處置資產淨收益約人民幣2.74億元左右。
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