According to the Huafu Securities Research Report, Yao Ming Kangde's performance greatly exceeded expectations, and the R/D/M three-tier business grew strongly. 26H1 achieved net profit of 11.08 billion yuan to mother, and Q2 achieved net profit of 6.43 billion yuan. As of the end of June 2026, the company's ongoing business order amount was 66.43 billion yuan, and order growth was steady. At the guideline level, the company raised its annual revenue guide from 513-53 billion yuan to 585-60.5 billion yuan, the revenue growth rate from continuing operations increased from 18-22% to 35-39%; and the annual CAPEX was raised from 65-7.5 billion yuan to 75-8.5 billion yuan. As the world's leading integrated CRDMO enterprise, the company's customer resources, technical level, operational efficiency, R&D capabilities, and project reserves are all at the leading level. The new molecule business prospects are broad, and it maintains a “buy” rating.

According to the Huafu Securities Research Report, Yao Ming Kangde's performance greatly exceeded expectations, and the R/D/M three-tier business grew strongly. 26H1 achieved net profit of 11.08 billion yuan to mother, and Q2 achieved net profit of 6.43 billion yuan. As of the end of June 2026, the company's ongoing business order amount was 66.43 billion yuan, and order growth was steady. At the guideline level, the company raised its annual revenue guide from 513-53 billion yuan to 585-60.5 billion yuan, the revenue growth rate from continuing operations increased from 18-22% to 35-39%; and the annual CAPEX was raised from 65-7.5 billion yuan to 75-8.5 billion yuan. As the world's leading integrated CRDMO enterprise, the company's customer resources, technical level, operational efficiency, R&D capabilities, and project reserves are all at the leading level. The new molecule business prospects are broad, and it maintains a “buy” rating.