???¾è?¡ä»½ä¸?绩å?ä¸??? 大å??·â??ä¾?èµ?????严é?? 66%?¶å?¥æ?¥è???ä¸?大å???/p>

???µé?è´¢ç????? / ?¨å??

2022å¹´ï????¾è?¡ä»½(300363.SZ)继续ä¿?????é«???ä¸?绩å??¿ï?ä½?该å???¸ç??大å??·â??ä¾?èµ?????严é??ï¼?å°¤å?¶å??½å?客æ?·ä?èµ?严é??ï¼?该å???¸æ??è¿?9?????¶å?¥æ?¥è???½å?ï¼???è¶?è¿?6?????¶å?¥æ?¥è???ä¸?大å??·ã??

???©æ¶¦å¢??¿è?ä¸???

3??27?¥ï????¾è?¡ä»½??å¸?äº?2022å¹´ç??ä¸?绩æ?¥å??ï¼??¥å??????ï¼?å®??°è?¥ä??¶å??0.3亿å??ï¼???æ¯?å¢??¿ä?126.55%;????å½?å±?äº?ä¸?å¸????¸è?¡ä????£é???????£é???????©æ¶¦????¸º20.1亿å????19.8亿å??ï¼???æ¯???????¿ä?282.78%??293.61%;????ç»??¥æ´»?¨äº§?????°é??æµ???é¢?ä¸?5.6亿å??ï¼???æ¯?å¢??¿ä?434.06%??

对ä?ä¸?绩å???¨ç??????ï¼????¾è?¡ä»½?¾å?¨å?¶ä?绩é???ä¸????²ï?2022å¹´ï??????????¶å?°ç????大è????¨æ?¥å????????ç»?¡º?©äº¤ä»?ï¼????¶å???¸ç»§ç»??¨è??????????+???¡é???????CDMO???¥ï???????è¶???ç«??°ç??¶è?????¡å¹³?°ï???ç»???å±???丰å?客æ?·ç?线å??产å??管线ï¼??????????½å????产å??交ä??½å????2022å¹´ï?该å???¸å?¶å??CDMO???ºå??ç»???æ²»ç??CDMO两大?°ä??¡æ?¿å????ç»???建è?½å???????£ç?????å¸??ºâ??ï¼??´ä?ä»?å¤?äº?äº????¶æ?ï¼???计å??å°????¸å??并æ?¥è¡¨å½?å±?äº?ä¸?å¸????¸è?¡ä??????©æ¶¦çº?3,647ä¸?????

å¹´æ?¥æ?¾ç¤ºï¼????¾è?¡ä»½???家å?¨å?¨ç?????´å??为å?¶è???ä¸??????©ç??????¸ã??ç§????ºæ??ç­???ä¾??¨ç±»????ç«??°ç????¡ç????????产å????ºæ??(CDMO)??

???§è???©ç±»??ï¼????¾è?¡ä»½?¨æ?¥å????????主è?ä¸??¡å????为ï?(1)????? CDMO ä¸??¡ï?主è?为å??·æ??ä¾???å­þA???????ä¸?å¸?è¿?ç¨???????èµ·å??©æ????ä¸??´ä???????????å·¥è?ºè·¯çº¿è?计ã??å·¥è?ºå?????å·¥è?ºä??????????¹æ?å¼?????ä¸??级ç??产ã??CMC注å????????è´¨é????究å??????????????ä¸?????产ç?ä¸?ç³»å??å®??¶ç????????产æ????(2)?¶å??CDMOä¸??¡ï?主è?为å??·æ??ä¾?å°???å­????©å????????¶å??å¤??¹å·¥?ºå?????ä¼??????????¹æ?å¼?????éª?è¯???å¤????¶å??å¼??????¹è??????å¼???ç­?å®??¶ç????ä¸???产以???±å??å¼???????(3)?ºå??ç»???æ²»ç??CDMOä¸??¡ï?主è?以å????¸è??å·????¾ä¸ºè¿??¥ä¸»ä½?ï¼???»ºäº?è´¨ç???ç»???æ²»ç?????ºå??æ²»ç????溶ç?¤ç??æ¯????¸é?¸æ²»????æ´»è????æ³?ç­? CDMO å¹³å?°ï???ä¾?ä»?建å???å·¥è?ºæ?¹æ????????¹æ?å¼?????cGMP ??产å?°å?¶å????è£???ç«??°ç????¡ã??

2022å¹´ï????¾è?¡ä»½??98.88%???¶å?¥æ?¥è????å­þA??????????产æ???¡ï?1.12%???¶å?¥æ?¥è???¶ä?ä¸??¡ã??å¦?????产å??????ï¼?该å???¸æ??89.3%???¶å?¥æ?¥è??¸´åº?????????ä¸???ä¸??¡ï?8.72%???¶å?¥æ?¥è??¸´åº??©æ??ä¸??¡ï?1.98%???¶å?¥æ?¥è???¶ä???该å???¸æ??89.87%???¶å?¥æ?¥è???½å?ï¼?10.13%???¶å?¥æ?¥è??¸­?½ã??

大å??·â??ä¾?èµ?????严é??

2014å¹´ï????¾è?¡ä»½?»é??A?¡å??ºï?è¿?å¹´æ?¥ï?该å???¸ä?????è¾?å¿???ä¸?绩å??¿ã??ä»?2019å¹´è??022å¹´ï?该å???¸ç???£é???????©æ¶¦????¸º1.62亿å????2.88亿å????5.03亿å????19.79亿å??ï¼?????å¢???????¸º124.97%??77.82%??74.42%??293.61%??

ä¸???人士???ºï?è¿?å¹´æ?¥ï????¾è?¡ä»½??è¿?大è???????ç»?º¤ä»?ï¼??¨è????¶é?´å???·å??äº?大é???°é??????è£????°é??æµ?å¸??©è????¸å?¨å?å¹´æ???è¡?????èµ??????µä?å®??°ç?????????????产è?½å????建è?ï¼?为中?¿æ????å±???ä¸??ºç???

è¿??»ä?å¹´å?¨ç????????å¤?ï¼????¡å?ºå?¥å??¾è????å°???线ä?æ²????¨æ????客æ?·ç??ç»´ç³»ä¸?èµ·å?°å?大ç??ä½????ä½?ä¸??½æ»¡è¶³æ?°å??·å???????è¦???è¿???å¹´ï??½å??CDMOä¼?ä¸????°å??·å????¨ä?å®?ç¨?åºþ?????°ç????è´??¢å½±?????¥è????ï¼??½å??????å½±å???¾è??æ¶???ï¼??ºå?¥å?管ç??ä¹??????¾æ?¾ã?????解ï?å¤?家ä??????¸å?¨æ?¥è????å¯???å®???é«?å±?人å???ºå?è¿?è¡?客æ?·æ??访ï?并æ?????¨æ???¥æ?°æ??ä¸??导å??·å??è§???审è??½å??产è?½ï?ä¿????´å?ä¸??¡å??ä½??????ï¼????¥ä?段æ?¶é?´å???½å??CDMOä¼?ä¸???ä¸?绩å?¼å???å¾???

?¶è??ï¼????¾è?¡ä»½?¶å?¥æ?¥æ?è¿?äº???ä¸?????¥å??¨ä?å®????£ã??2022å¹´ï?该å???¸æ?¥è???ä¸?大å??·ç???¶å?¥å??æ¯?é«?è¾?6.54%ï¼???äº?大å??·ç???¶å?¥å??æ¯?é«?è¾?7.9%??

???¾è?¡ä»½?¨å¹´?¥ä¸­???²ï?2021??022 å¹´ï?该å???¸é??ç»??¶å?°ç??½æ??大å???¶è?????¸ç????å°???å­????°è???¸å?³ç??????å®??¶ç??????äº?CDMO)???¡è???ï¼???é¢???计约8.97亿ç??????¥è???æ¶????¸å?³äº§?????¥é??æ±???æ³???ç»???大å???å°?ï¼????¸ä?绩å???½å??¨ä?æ»???é£??©ã??

äº?å®?ä¸?ï¼????¾è?¡ä»½??ä¸?è¿°è?9亿ç?????大å??å·²æ?§è?ä¸?????2022å¹´è????¸å·²å±¥è?订å????é¢?ä¸?.93亿ç???ï¼???计已履è???é¢?ä¸?.42亿ç???ï¼?è¿???çº?.5亿ç???订å??å°???±¥è¡?????æ­¤å??023å¹´ï??¤ä?大è???ï¼?该å???¸ç????大è???ä¸??¡é??è¦???èµ·â??大æ?????

?¨è´¹?¨æ?¹é???2022å¹´ï????¾è?¡ä»½??????´¹?¨ä¸º2.03亿å??ï¼???æ¯?å¢??¿ä?109.54%;????管ç??è´¹ç?¨ä¸º6.04亿å??ï¼???æ¯?å¢??¿ä?108.68%;????è´¹ç?¨ä¸º5.2亿å??ï¼???æ¯?å¢??¿ä?96.92%??

2020å¹´ã??2021å¹´å??2022å¹´ï????¾è?¡ä»½?????????¥é??é¢?????¸º1.58亿å????2.64亿å????5.2亿å??ï¼????????¥é??é¢????¥ä??¶å?¥ç??æ¯?ä¾?????¸º7.62%??8.5%??7.38%??

责任���Robot RF13015
?¨é?¨è?è®