JenKem Technology: Second-half LNP revenue is subject to actual delivered orders.

On September 14, at the semi-annual results meeting, JenKem Technology stated that the capacity utilization rate of the Panjin plant has increased compared with the same period last year. In addition to supplying raw materials and intermediates to Tianjin JenKem, it has begun to stably supply finished products to some new customers. In terms of the LNP business, the company currently supplies LNP products or provides LNP-related technical services to approximately 200 LNP-related customers domestically and internationally, the vast majority of which are domestic customers in the early R&D stage. Therefore, the related revenue situation in the second half of the year will depend on the actual orders delivered. At present, demand in the mRNA field is mainly concentrated in several directions such as mRNA vaccines, in vivo CAR, and gene editing. In addition to selling products, the company also provides customers with supporting technical services such as customization services, quality research, and regulatory filing.