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泓博医药(301230):收入端环比改善 多因素影响下盈利略有波动

Hongbo Pharmaceutical (301230): Revenue side improved month-on-month, profit fluctuated slightly due to many factors

開源證券 ·  Oct 31, 2023 00:00

By 2023H1, the company had 687 R & D personnel, an increase of 16.24% over the same period last year, accounting for 67.89% of the total number of employees. The company has built 8 core technology platforms and actively promoted the layout and reserve of cutting-edge technologies; as of 2023H1, the company's CADD/AIDD platform has provided technical support for 52 new drug projects, of which 2 have entered the clinical phase I, 3 are in the IND phase, and the purchasing company CADD/AIDD has 15 customers.

Further increase marketing and promotion efforts, the newly signed order month-on-month improvement is obvious, the company has further increased marketing and promotion efforts, 2023H1 has participated in / hosted 17 domestic and foreign exhibitions, forums and marketing activities. 2023Q2's service sector signed a new order of 133 million yuan, an increase of 42.10% over the previous month, and 18 new customers, an increase of 80.00% over the previous month. The amount of newly signed orders in the commercial production sector was 27.87 million yuan, an increase of 1.65% over the previous month, and the number of new customers was 4, an increase of 100.00% over the previous month.

The company's newly signed orders and the number of new customers have been greatly improved, which provides a guarantee for the growth of future performance. Hongbo, a newly established wholly-owned subsidiary of 2023H1, is mainly engaged in overseas business development and as the main body of laboratory service business in the United States in the future, and is expected to further deepen cooperation with overseas customers.

Risk tips: domestic policy changes, loss of core members, declining demand for medical R & D, and so on.

The translation is provided by third-party software.


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