凯莱英2024中期报告

Asymchem Laboratories (Tianjin) Co., Ltd.凱 萊 英 醫 藥 集 團（ 天 津 ）股 份 有 限 公 司 ( 於中華人民共和國註冊成立的股份有限公司 ) www.asymchem.com股份代號 : 6821 中 期 報 告2024 w w w . a s y m c h e m . c o m 245356263646567697191 H 183171712-1716 1. Hao Hong 2. Ye Song 3. 202425202422920242 29 202425202422920242 29 6 Hao Hong 16 202425202422920242 29 24840 20242 520242 2920242 29 1218 H6821A002821 920 97927 39116 Cooley HK835 www.asymchem.com 19B12 2024CDMOCDMOCDMO970 2,655.050.26%202441.23%11.572023CDMO2,153.421.09%499.625.30%114 1,282.2558.59%202310.29% 20241,372.808.44%20241,100 1,965.9448.72%3.45% 1,741.5224.78%202322.07% 1.CDMO CDMO70%CDMO 2024630353202363013.87%20242,153.4246.16%9.211.09%45.29% 2024630431,365.7249.31%48.47% 2024630CDMO31034III61249787.697.82%40.71%1.5039.89%CDMO IIIGLP-1KRAS JAK TYK2 PCSK9GLP-12024PPQ28 iiiiiiiv 2. 499.625.30%20.23%13.142024PPQ9 CDMO CDMO19.34%7239I17II10119.14% 2024GLP-1202414,250LGLP-1iiiGLP-1iii 2970.59%CpG811NDA32PEG122MNC4IND RNA CDMO80150362024 2024520cGMP 12NDAPPQAPI345LNPLNP678 20249283,000mt/a2024 2024CFCT+++ 1321IP2024730,000300 92.84%80%50MNC CSBTAIHTS3,0001,1002030 120~1,00023 CRO23.39%159(ALS)(IPAP)(IPF)(Castleman)(ATTR-CM)(PKU) CMC193IND12IND2FDA 310IND1IIIIDMCEMA2024630281II103 CDMO ADCINDBLACMC 20242QPQP GMP2024 INDBLAADC50%20241.90% 3. 2024630 CDMO3 SandwichAPI202482Sandwich SiteCDMO Sandwich, Kent CDMO 2024202540 500L GMP5,000L GMP CDMOCDMO 4. CDMO 2024 CDMO20246033104020246309,30078%24%45%95.6% 5. CDMO ESGESGESG 20244242023ESG 20242,655.050.26%202441.23%11.570.47432.72202373.56%CDMO2,153.421.09%2024499.6220235.30%2024689.1120239.52%202316.57%202425.95%2024328.691.61%12.38% 1. 431,365.7357.44%7.06%CDMO 310III61787.697.82%IIIGLP-1KRAS JAK TYK2 PCSK9 CDMOCDMOCDMO499.625.30% 20249.28%1,965.94202348.72%3.45%1,741.5224.78%47.9986.68%176.4322.07% 2. 20241,560.35202328.06% 3. 42.22%28.04%11.572023 202440.45%CDMO39.89%2.32%CDMO48.47%10.41% (1)202419.13%202314.38 (2)202449.02%7.65 4. 2023289.182024258.89 5. 2024102.4224.86% 6. 2024376.64350.84 7. 2024328.69 8. 20247.30202316.10 9. 20242.532.78 10. 202440.24202383.68% 11. 20231,681.9970.72%2024492.422024499.1320231,686.3770.40%202418.80%202336.69%17.89 12. 20234.6520241.4020234.6520241.40 13. 202463020236301,431.0620.13% 20246300.002023123112.23 15. 202312312,036.2620246302,196.27 5.4620233.03 CRO 16. 2024630146.1820231231146.18 17. 20246300.00202312310.0047.31202312318.96 18. 19. 653.67202316530.44 20. 2024630562.6820231231552.01 21. 2024630 22. 23. 202463012.76%2023123111.42%) 24. (1)(2)(3) 25. 26. 873.561,379.622024 700.77695.89 1,418.49470.29 27. 202463016,453.042023123117,509.98 202463020246305% 20246309,300 A2022 2024 1. CDMO20CDMO CDMOmAbADCRNAmRNACROCDMO CDMO3 •CDMOAPICDMO CDMO6ADC23 •20168 •CDMOCDMOCDMOCDMO2024CBTICDMO •cGMPEHSQAESHEAESG •2024202420,000LCDMO2024630 •Hao Hong2010 •56.0 2. CDMO CDMO CDMO CDMOCDMOCDMO CDMOCDMO API 3.2024 2024 CDMO2024 CDMO1CDMO23 12ADC34 123 2021202329.61%2023 4. CDMO 20241222024202471920242023122220241222024621202471920241 22024628 8.08(1)(b)(a)7.0%(b)HHH(a)7.0%(b)HH 13.51B(1) A A10% 2024630A2020A2021AA20207920217520246212021A2024719202462120247 1920246 28 1.A A A AA AAA 5% AA 2020A2021A1,425,200246,4002,867,480AA1%A10% A AAA602020A11A20246212021A20247 19 AA60A A A2020AA117.07149.882021AA186.12 2020AAA (1)A50%117.07149.88 (2)20A50%110.21145.26 2021AAA (1)2021AA50%186.12 (2)2021A60A50%162.41 AA A AA 2.A 2024630A2731,812,650AA2024630AA (1)5% (2)A79.40A (3)A2021A1224362021A12243648 A A 20222022202212 16 20222022608462022 20224,454,800A20221%2022A2022152.9202220222022155,918,000.001.002022155,918,000.0020235222022A35.002022202211172022121620221128202254A2022382022 2024630202258893,025,8004,429,800A2022 (1)2022 (a)202212202240%;(b)202224202230%(c)202236202230%2022(a)(b)32020548.8945%55%65%33(c)2022A (2)202220245231,771,920202240%0.48%2024524 AA 1.A 2024229AAA60%AA40%157.00202413120242 29202426 2023A155.2720246282024627 2024630A12,300,701A3.5976%71.65102.00999,644,601.56A 2.20202021AA A20231222A104.262020A1,260AA130.142021A100,520A13,213,040.40202412220242024A2024HAA202312222024122202412A20243262024326 A2024315A80.462020A420A33,793.2020247 1920242024A2024HA202431520247192024628A20248142024814 3.2021AA 20246212021A2452021A1,753,010A20236920246620222023202220232021AA128.34224,981,303.402024719202120242024A2024H202462120247192024628A202481420248 14 202463012,838,703 1. 7,318.06(1)20246301,949.85 202412024630 2. 2024122 CDMO ATMP 20223ATMP CDMOATMP 202312222024122202412 3.A 20209227.0010,178,731AA2,274,960,656.06A2024630AA 4.A CDMO202462620266302024719 ••••36•30,000.0028,474.001,526.0020,000.00• •••6•24•11,000.0010,782.55220.0010,000.00•30 ••••12•12,000.0010,855.001,145.0010,000.00•600 A202462620247192024628 20246302023 2024630XV(a)XV78(b)352(c) 1. (1)(L)(S)(2)Hao HongALAB71.