LUYE PHARMA(02186)

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创新药概念再度走强,恒生创新药ETF(159316)等产品成交活跃,机构称创新药有望继续上行
Mei Ri Jing Ji Xin Wen· 2025-09-01 03:08
中信证券认为,9月创新药催化事件料将明显增多,同时近期的科技切换也消除了此前囤积在板块当中 追逐趋势的短钱,创新药在此轮调整后有望继续上行。 日前,恒生港股通创新药指数正式调整生效,通过在编制方案中剔除医药外包企业(CXO),成为ETF 跟踪的指数中首批"纯度"100%的创新药指数,更加精准地反映我国创新药企的整体表现。根据回测, 剔除CXO后指数自2023年7月10日发布以来的年化收益率和夏普比率均更高。恒生创新药ETF (159316)是目前市场上唯一跟踪该指数的产品,可助力投资者精准布局创新药产业发展机遇。 港股创新药板块延续涨势,截至10:48,恒生港股通创新药指数上涨3.0%,成份股中,信达生物涨超 6%,康诺亚-B、石药集团、绿叶制药涨超5%,恒生创新药ETF(159316)盘中成交额超4亿元。从资金 层面看,恒生创新药ETF(159316)此前连续4个交易日获净流入,最新规模达18亿元。 近日,国家医保局正式公布通过2025年医保及商保创新药目录调整初步形式审查药品名单,两份目录均 以新药为主,"百万抗癌药"CAR-T产品、多个"全球首个且唯一"的产品出现在目录当中。 ...
绿叶制药绩后涨近6% 中期肿瘤治疗领域收入增加13.5%达12.95亿元
Xin Lang Cai Jing· 2025-08-29 02:31
于报告期内,本集团在肿瘤治疗领域的收入增加13.5%,达12.95亿元。中枢神经系统治疗领域的收入增 加5.4%,达8.68亿元。心血管系统治疗领域的收入减少9.2%,为6.93亿元。代谢治疗领域的收入减少 7.9%,为1.8亿元。 绿叶制药(02186)绩后涨超5%,截至发稿,股价上涨5.69%,现报3.53港元,成交额1.80亿港元。 8月28日,绿叶制药发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币31.81亿元(单位 下同),同比增加3.46%;母公司拥有人应占溢利3.13亿元,同比减少19.33%;每股盈利8.32分。 来源:新浪港股 ...
港股异动 | 绿叶制药(02186)绩后涨超5% 中期肿瘤治疗领域收入增加13.5%达12.95亿元
智通财经网· 2025-08-29 01:59
智通财经APP获悉,绿叶制药(02186)绩后涨超5%,截至发稿,涨5.39%,报3.52港元,成交额9339.19万 港元。 于中国市场,本集团主要产品均于其四大主要治疗领域(肿瘤科、中枢神经系统、心血管及代谢)具竞争 地位。本集团于中国的主要产品组合包括6款肿瘤治疗领域药品(力扑素、博优诺、百拓维、赞必佳、希 美纳及米美欣)、5款中枢神经系统治疗领域药品(思瑞康、若欣林、瑞可妥、美比瑞及金悠平)、3款心血 管治疗领域药品(血脂康、欧开及麦通纳)及2款代谢治疗领域药品(贝希及博优平)。 就国际市场而言,本集团的产品主要定位于中枢神经系统治疗领域,包括思瑞康、思瑞康缓释片、 Erzofri、Rykindo、利斯的明单日透皮贴剂、利斯的明多日透皮贴剂("利斯的明多天贴 剂"或"LY30410")、罗替高汀贴剂、芬太尼贴剂及丁丙诺啡贴剂。 于报告期内,本集团在肿瘤治疗领域的收入增加13.5%,达12.95亿元。中枢神经系统治疗领域的收入增 加5.4%,达8.68亿元。心血管系统治疗领域的收入减少9.2%,为6.93亿元。代谢治疗领域的收入减少 7.9%,为1.8亿元。 消息面上,8月28日,绿叶制药发布截至202 ...
绿叶制药绩后涨超5% 中期肿瘤治疗领域收入增加13.5%达12.95亿元
Zhi Tong Cai Jing· 2025-08-29 01:57
Core Viewpoint - Green Leaf Pharmaceutical (02186) experienced a stock price increase of over 5% following the release of its interim results for the six months ending June 30, 2025, with a reported revenue of RMB 3.181 billion, reflecting a year-on-year increase of 3.46% [1][2] Financial Performance - The company reported a profit attributable to shareholders of RMB 313 million, a decrease of 19.33% year-on-year [1] - Earnings per share were reported at 8.32 cents [1] Revenue Breakdown by Therapeutic Area - Revenue in the oncology treatment sector increased by 13.5%, reaching RMB 1.295 billion [2] - Revenue in the central nervous system treatment sector grew by 5.4%, totaling RMB 868 million [2] - Revenue in the cardiovascular treatment sector decreased by 9.2%, amounting to RMB 693 million [2] - Revenue in the metabolic treatment sector declined by 7.9%, reaching RMB 180 million [2] Product Portfolio - The company's main products in China include six oncology drugs, five central nervous system drugs, three cardiovascular drugs, and two metabolic drugs [1] - Internationally, the company focuses on central nervous system treatments, offering various formulations and delivery methods [1]
绿叶制药(02186.HK):中期股东应占溢利同比减少19.3%至3.13亿元
Ge Long Hui· 2025-08-28 23:37
格隆汇8月29日丨绿叶制药(02186.HK)发布公告,截至2025年6月30日止六个月,收入同比增加3.5%至人 民币31.81亿元;股东应占溢利同比减少19.3%至人民币3.13亿元;EBITDA同比增加4.2%至人民币12.04 亿元,每股盈利为人民币8.32分。 ...
绿叶制药发布中期业绩,股东应占溢利3.13亿元 同比减少19.33%
Zhi Tong Cai Jing· 2025-08-28 15:07
绿叶制药(02186)发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币31.81亿元(单位下 同),同比增加3.46%;母公司拥有人应占溢利3.13亿元,同比减少19.33%;每股盈利8.32分。 就国际市场而言,本集团的产品主要定位于中枢神经系统治疗领域,包括思瑞康、思瑞康缓释片、 Erzofri、Rykindo、利斯的明单日透皮贴剂、利斯的明多日透皮贴剂("利斯的明多天贴 剂"或"LY30410")、罗替高汀贴剂、芬太尼贴剂及丁丙诺啡贴剂。 于中国市场,本集团主要产品均于其四大主要治疗领域(肿瘤科、中枢神经系统、心血管及代谢)具竞争 地位。根据IQVIA数据显示,于报告期内,肿瘤科、代谢、中枢神经系统及心血管相关药品分别构成中 国第一、第二、第四及第五大药品市场。本集团于中国的主要产品组合包括6款肿瘤治疗领域药品(力扑 素、博优诺、百拓维、赞必佳、希美纳及米美欣)、5款中枢神经系统治疗领域药品(思瑞康、若欣林、 瑞可妥、美比瑞及金悠平)、3款心血管治疗领域药品(血脂康、欧开及麦通纳)及2款代谢治疗领域药品 (贝希及博优平)。 于报告期内,本集团在肿瘤治疗领域的收入增加13.5%,达12. ...
绿叶制药(02186) - 2025 - 中期业绩
2025-08-28 14:20
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 就 因 本 公 告 之全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何 責 任。 LUYE PHARMA GROUP LTD. | 截 | 至6月30日止六個月 | 2025年 | 2024年 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (未 | 經 | 審 | 核) | (未 | 經 | 審 | 核) | 人民幣千元 | 附 | 人民幣千元 | 註 | | 收 | 入 | 3,181,110 | 3,074,582 | 4 | 銷售成本 | (1,023,501) | (996,032) | | | | | | 毛 | 利 | 2,157,609 | 2,078,550 | | | | | | | | | | 197,797 | 202,931 | 其他收入及收益 | 銷售及分銷開 ...
港股收评:午后跳水恒指跌1.27%,科技股、金融股普遍弱势!蓝思科技涨8%,快手美团跌超3%,百度网易腾讯跌近2%
Ge Long Hui· 2025-08-27 08:40
Market Overview - The Hong Kong stock market experienced a significant decline in the afternoon, with the Hang Seng Index dropping by 1.27%, losing over 300 points. The Hang Seng China Enterprises Index and the Hang Seng Tech Index fell by 1.4% and 1.47% respectively, with the former barely holding above the 9000-point mark [2] - Major technology stocks, which serve as market indicators, continued to decline in the afternoon. Kuaishou and Meituan fell over 3%, while JD.com dropped by 2.5%. Baidu, NetEase, and Tencent saw declines close to 2%, and Xiaomi fell by 0.56%. Alibaba managed to stay slightly positive [3] Sector Performance - The financial sector, including banks, insurance companies, and Chinese brokerage firms, collectively underperformed, contributing to the overall market decline. The performance of individual stocks continued to be affected by ongoing earnings reports, with property management and real estate stocks experiencing significant drops [3] - Biopharmaceutical stocks faced a collective downturn, particularly in the innovative drug sector, following comments from Trump regarding the rapid imposition of tariffs on pharmaceuticals. This led to notable declines in various biopharma stocks [3] Specific Stock Movements - Several biopharmaceutical companies saw substantial declines, including Kanghao Ya-B (-8.59%), Qiansirui Biotechnology (-7.42%), and Kangfang Biotechnology (-7.10%). Other notable decliners included Xiansheng Pharmaceutical (-6.79%) and Shiyao Group (-6.36%) [3] - In contrast, the rare earth sector remained strong, benefiting from the implementation of supply reforms and multiple catalysts. Apple’s upcoming event on September 9, where the iPhone 17 series is expected to be launched, led to a rise in Apple-related stocks, with Lens Technology (300433) surging nearly 8% and reaching a new high since its listing [4]
绿叶制药(02186)下跌2.12%,报3.69元/股
Jin Rong Jie· 2025-08-25 08:18
Group 1 - The core point of the article highlights the recent stock performance of Green Leaf Pharmaceutical, which saw a decline of 2.12% to 3.69 CNY per share with a trading volume of 304 million CNY [1] - Green Leaf Pharmaceutical operates in four major therapeutic areas: oncology, central nervous system, cardiovascular, and digestive and metabolic diseases, with a product portfolio of over 30 products available in more than 80 countries and regions [1] - As of the 2024 annual report, Green Leaf Pharmaceutical reported total revenue of 6.061 billion CNY and a net profit of 472 million CNY [1] Group 2 - The company is set to disclose its interim report for the fiscal year 2025 on August 28 [1]
Kale Asset Holding Ltd减持绿叶制药1124.6万股 平均每股作价约3.76港元
Zhi Tong Cai Jing· 2025-08-22 12:02
本次交易涉及其他关联方:Ong Tiong Sin、RRJ Capital IV Ltd、RRJ Capital Master Fund IV,L.P.。 香港联交所最新资料显示,8月13日,Kale Asset Holding Ltd减持绿叶制药(02186)1124.6万股,平均每股 作价3.763港元,总金额约为4231.87万港元。减持后最新持股数目约为3亿股,最新持股比例为7.93%。 ...