Workflow
Integrated enzyme solutions
icon
搜索文档
金斯瑞生物:业绩回顾-2026年上半年受LSGAIDD业务强劲推动,业绩超预期;AI驱动需求促使公司大幅上调指引;目标价上调
2026-08-24 10:24
18 August 2026 | 11:02PM HKT Equity Research Genscript Biotech Corp. (1548.HK): Earnings Review: 1H26 beat on strong LSG/AIDD; AI-driven demand fuels sharp guidance upgrade; TP 1H26 beat on strong AIDD demand, FY26 guidance raised led by LSG: 1H26 revenue came at US$404mn (+27% y/y ex-LaNova licensing, 5% above GSe of US$384mn), primarily attributed to strong LSG (US$319mn vs. GSe US$295mn) with quickly growing AIDD demand. With higher-than-expected GM at 51% (vs. GSe of 45%), mainly driven by the strong LS ...