金斯瑞生物科技:生命科学稳健增长 细胞疗法释放价值

国联民生证券
20 Mar

投资要点公司发布2024 年度业绩,全年实现营收5.94 亿美元(同比+6.1%),毛利2.72 亿美元(同比+0.6%),归母净利润29.62 亿美元(上年亏损0.95 亿美元)。业绩大幅扭亏,主要得益于细胞疗法业务(传奇生物)解除合并后确认一次性收益32.32亿美元。生命科学+工业合成生物:基本盘稳固,结构持续优化因欧美市场商业化提速、自动化升级提升交付效率、新加坡及美国产能释放支撑订单增长,...

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