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百奧賽圖-B(02315.HK)業績快報:預計上半年成功實現扭虧為盈 營收同比增長50.1%-52.5%
格隆匯 08-04 16:35

格隆匯8月4日丨百奧賽圖-B(02315.HK)發佈業績快報,截至2025年6月30日止六個月,預計集團營業收入約為人民幣6.16億元至人民幣6.26億元,同比增加約50.1%至52.5%;預計淨利潤約為人民幣4270萬元至人民幣5270萬元,同比扭虧為盈。預計研發費用約為人民幣2.061億元至人民幣2.161億元,同比增加約27.5%至33.6%。

公司董事會認為公司業績保持良好增長,主要歸因於以下因素:

(I)公司始終圍繞「以創新技術驅動新藥研發」的戰略目標,植根中國,面向全球市場,致力於成為全球新藥發源地。公司持續保持較高的研發力度,結合自身發展節奏和發展戰略,不斷調整研發投入總額及重點研發方向,持續為國內外生物醫藥企業提供具備全球競爭力的高品質研發產品及服務,保持業務競爭力的同時推動業務持續快速增長;

(II)2025年上半年公司繼續加大海外市場開拓,持續的銷售團隊擴充及銷售體系完善,促進了海外業持續快速增長;同時,2025年上半年國內生物醫藥企業釋放更多研發需求,公司能夠提供創新研發產品和服務更好的滿足客户需求,國內業務保持快速增長。以創新動物模型為核心的臨牀前產品與服務業務板塊,以及抗體分子轉讓開發業務板塊,於2025年上半年在境內外市場均實現收入快速增長,同時保持了較高的毛利率水平;

(III)公司持續推進精益管理,一方面伴隨業務端的變化,調整和優化管理團隊,提升運營效率,管理費用率持續下降;另一方面,通過更合理地組織公司研發和生產活動,提高研發和生產條線的人力使用效率,從而更加高效地實現從創新研發到商業生產的轉化。這些舉措的持續實施,使公司盈利能力顯着提升。

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