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凯莱英扣非净利率水平处于行业前列
凯莱英扣非净利率水平处于行业前列
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【公司研究】凯莱英-深度报告:差异化优势加速体现的CDMO龙头-210313(22页).pdf
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凯莱英人均创收、人均创利(扣非归母)情况
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行业数据
2022-02-17
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凯莱英营业收入、归母净利润、扣非归母净利润及增速(亿元)
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行业数据
2022-02-17
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凯莱英扣非净利率水平处于行业前列
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行业数据
2021-06-24
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2011-20Q3凯莱英收入和扣非归母净利润增长情况
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行业数据
2021-06-24
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2011-20Q3凯莱英收入和扣非归母净利润增长情况
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行业数据
2021-03-15
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凯莱英营业收入、归母净利润和扣非后归母净利润及增速(百万元)
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行业数据
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毛利率显著高于同行。我们认为影响公司/行业盈利能力的只有竞争格局,但国内医药 CDMO 因为业务结构不同(不同环节、项目面对不同的竞争环境)导致盈利能力 ID 可比性存在较大差异,通过比较凯莱英、合全药业、博腾股份、康龙化成(CMC)和九洲药业(CMO/CDMO)的盈利能力指标(毛利率、净利率),我们发现凯莱英始终处于相对较高的水平。
行业数据
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【公司研究】凯莱英-深度报告:差异化优势加速体现的CDMO龙头-210313(22页).pdf
凯莱英商业化项目情况(以下为我们推测,具体品种请以公司公告为准)
凯莱英目前产能情况(此处为反应釜体积与实际供应能力可能会有偏差)
大药企纷纷布局连续性反应技术及产能
2016-18年凯莱英商业化项目收入体量与合全药业相当
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