凯莱英2025年度报告

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 2468344288117123124125127129131215 V. H I. i. 1831717121716 Hao Hong ii. VI. Ye Song iii. 20258 620258 6 VII. VIII. II.202586 20258 620258 620258 6 IX. III. Hao Hong20258 620258 6 6 X. IV.16 20258 620258 620258 620258 6 24840 XI. XV. 20258 620258 6 1218 XII. H6821A002821 920 XIII. 97927 39116 XIV. XVI.www.asymchem.com 1526 19B12 20252025 2025CXO CDMOHTSCDMOTAG 2025CDMOADCCDMO 20252026CDMOADC CDMOESG Hao HONG2026330 202512316,670,181202412315,804,65714.91% 41.59%41.03%0.56 1,132,570948,95019.35% 1,253,488803,06956.09% 20252025202512311013.00467,640,771.002025 I. 2025CDMOCDMOCDMOADCSandwichSite13.8531.65% 6,67014.91%16.78%2,04041.53%22.59%30.84%1,13319.35%1,25356.09% 2025CDMO300 2,9168.36%3,75520.57% 4,92114.85%1,74915.09% i.CDMO CDMOCDMO CDMOHTS 4,7353.59%46.45%59515III70GLP-1522026PPQ16 ii. CDMO1,92957.30%852240%29.65%8.47 CDMO CDMO1,028123.72%127.59%58.42% 521982026PPQ46920AOC-POCApDCOligo-lipid36PPQ6ADCPAI20264 CDMO CDMO29495.76%39.55%1305BLA46IND70PPQPPQ55.56%39.92% APCINDADC BLA36MNC100%FDAFDA IND ToolBoxAsymBio12World ADC AwardsBest ADC Platform TechnologyCDMO CDMO CDMO28418.44%2005620FDAPMDA NMPA79249.13%29.27% (CRO) 28226.53%FDA IND323216II/III50%15294II122 40(Chat BI)(CSP/CSR)AI 344 HTSDOE2~36~8500L GMP3IND 10 iii. CDMO CDMO577440137205210 TFA511710 202512315938.89% iv. 20251231 TAG45,000L202669,000L120mol20266180mol2025OEB5 ADC2026ADC βGMPBFS2026PSD-32026 505,000GMP17,000 XV.CDMOCDMO v. CDMO 2025 CDMO202520150%2025123110,61778.2%23.9%5,24349.38%96.45%1,7283080.89% vi. CDMO ESGESGESG 202642025ESG II. 20256,670.1814.91%202541.59%0.561,253.49202456.09%CDMO4,734.653.59%1,929.13202457.30%20254,920.88202414.85%20251,749.30202415.09%2025593.263.45%8.89% i. CDMOCDMO5744,734.653.59% 1,929.1357.30%CDMO1,027.89120%CDMO284.3818.44%282.1426.53%CDMO294.5095.76% 202515.24%4,920.88202414.85%3,430.521.77%292.8364.17%1,197.5362.83% ii. 20253,896.39202413.83%2025 iii. 14.95%13.92%0.5320250.56 2025CDMO46.45%0.0629.65%8.47 202521.37%1.47202548.75%0.23 iv. 2024480.722025392.35 v. 2025210.4413.54% vi. 2025801.87861.426.91% vii. 2025593.263.45%2025 viii. 202572.61202411.67 ix. 202512.759.5134.15% x. 2025159.74202416.92% xi. 2024935.7620.40%20251,126.6420251,132.572024948.9519.35%202516.98%202416.35%0.63 xii. 20242.6920253.1620242.6920253.16 xiii. 2025123120241231531.549.18% 20251231xvii.20251231 202512310.00202412310.00 xv. 202412311,697.57202512311,310.11 36.88202424.86 CRO xvi. 20251231146.1820241231146.18 xvii. 202512312024123120251231799.302024123161.67 xviii. xix. 1,270.3620241,130.01 xx. 20251231587.2420241231414.68 xxi. 20251231 xxii. XL. xxiii. 2025123112.98%2024123112.58% xxiv. (1) (2) (3) xxv. xxvi. 1,407.59153.25 633.20551.13 344.831,928.19 xxvii. 2025123117,646.142024123116,862.57 III. 20251231202512315% IV. 2025123110,617202512319,595 20251231202220222025A2025AHXIII. V. VI. i. CDMOCDMOFrostSullivanCDMO20251,24320302,310CAGR13.2%19902510%50% CDMO2000Biotech2010CDMO(New Modality)CDMO Evaluate PharmaBCG analysis(NewModality)1GLP-12MNC100MNCAOC MNC30%2025BD40%CDMO CDMO ii.2026 CDMO2025202619-22% 2026 iii. 2025AICDMOGLP-1ADC CDMO CDMO(1)CDMO(2)(3) (1)(2)ADC(3)(4) (1)(2)(3) AI iv. CDMO20CDMO CDMOmAbADCmRNACROCDMO CDMO •CDMOAPICDMO CDMOADC23 • •CDMOCDMOCDMOCDMO2025CDMO •AIcGMPEHSQAEHSEAESG •2025CDMO45,000LCDMO20251231 •Hao Hong2010 •63 v. CDMO I. Hao Hong70Hao Hong 199511Asymchem Laboratories, IncorporatedALABHao HongHao Hong199810 Hao Hong1982319856198810 Hao HongYe Song 49 199942019420227 1999720137 45 201412201852018420194 20036200610 52 199810 19967 Hao Hong Ye Song65Ye Song Ye SongALAB199511ALABYe Song20173Ginkgo Investment Holdings Limited20173 Ye Song198371986719995 Ye SongHao Hong 40PCO 2008320086(MBA) 432023120237 20127202312023720252 2013620166 6619839200052000520169201692024220242 2013102023102007202220082018 20205600645.SH20221020257600225.SH20255600717.SH 36 2012920169201692020122021420251020261Tomoro Coffee Global Pte. Ltd. 201211 II. Chen Chengyi6220246 30CMC19901020245Mirati TherapeuticsCMCGMP 1990 45 2003720 20037 50 20201200872014720148201562019122016220217 1999620087 46 200772014cGMP60FDANMPATGAMFDS PMDA HCANVISAPAI 2002620076 46 20037200862011122015320194 20037201812 I. CDMOCMCCDMO20161118A00282120211210H6821 15 II. 622 •45•817•671726•33•38•8739 III. 2025 IV. 123130 20161118H2021121067 V. 13 VI. 12712830 202512311,867.60 VII. 28 VIII. IX. 19A.28B(2)H(a)10(b)H5%8.0820261119A.28B(2) X. XI. XII. i. XXVII. ii.2025 202520251013.0020241011.002026330360,874,9701,151,300467,640,771.002024395,029,822.001 20252026724 20252025 iii. A [2012]85[2015]1011111150%120% 12 10% H H[2008]897H10% [1994]20 XIII. 2025