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超千家A股公司披露半年报!
证券时报· 2025-08-21 15:19
截至目前,已有超过千家A股上市公司披露了2025年半年报。数据显示,多个赛道的龙头企业2025年上半年业绩实现稳健增长。 A股半年报披露已超1000家 A股上市公司2025年半年报正如火如荼披露中,截至发稿,已披露2025年半年报的A股上市公司数量合计超过了1000家。 数据显示,在已披露半年报的逾千家上市公司中,逾600家公司2025年上半年归属于上市公司股东的净利润同比正增长,超过百家公司归属于上市公司股东的净利 润同比翻倍;值得一提的是,先达股份、智明达、容知日新等多家公司归属于上市公司股东的净利润同比增长超过10倍。 如先达股份日前披露的2025年半年报显示,公司2025年上半年实现营业总收入14.23亿元,较上年同期增长11.82%,归属于上市公司股东的净利润1.36亿元,较上 年同期暴增2561.58%。公司表示,第二季度,公司主打产品烯草酮受市场供需关系影响售价显著上涨,有效带动产品毛利率大幅提升。同时,创制产品吡唑喹草 酯成功投放市场,为公司业绩增长注入新动能。在多因素共同作用下,公司经营业绩实现大幅改善。 智明达披露的2025年半年报显示,公司2025年上半年实现营业总收入2.95亿元,较上 ...
4200亿制药龙头业绩爆发,场内唯一药ETF(562050)收盘新高!高层最新发话力挺生物医药产业
Xin Lang Ji Jin· 2025-08-21 12:13
药ETF(562050)覆盖50大龙头药企,重仓创新药,兼顾中药。今日千亿巨头活跃,恒瑞医药涨 1.81%,百济神州涨2.42%,百利天恒大涨4.21%。下跌方面,博瑞医药、达仁堂下挫逾4%居前。 中药也被提及,高层强调,要依靠创新促进中医药振兴发展,充分运用现代科学的理论、技术、材料 等,深化中医药基础理论、诊疗规律、作用机理的研究阐释,丰富治疗方法,推进中医药现代化、产业 化。 制药龙头大哥恒瑞医药中报业绩亮眼,有力提振板块行情。其2025年半年度报告显示,上半年实现营业 收入157.6亿元,同比增长15.9%;归母净利润44.5亿元,同比增长29.7%,机构点评其业绩或进入爆发 增长期。 无独有偶,百济神州业绩再超预期!根据其此前发布的业绩快报,预计上半年营业收入同比高增46%, 实现归母净利润4.5亿元,同比增长115.63%。 整体来看,截至当前,药ETF(562050)覆盖的50只制药龙头中18股已披露上半年业绩(含业绩快 报),17股上半年实现盈利,12股归母净利润正增长,其中,达仁堂净利同比增幅达193%,甘李药业 亦翻倍。 | 序号 | 证券代码 | 证券商标 | 雪非收入 | | 蒙业收入 ...
恒瑞医药(600276):主业稳步增长,BD收益增厚利润,25H1净利YOY+30%
2025 年 08 月 21 日 王睿哲 C0062@capital.com.tw 目标价(元) 75.4 公司基本信息 | 产业别 | | 医药生物 | | --- | --- | --- | | A 股价(2025/8/20) | | 62.85 | | 上证指数(2025/8/20) | | 3766.21 | | 股价 12 个月高/低 | | 65.43/41.89 | | 总发行股数(百万) | | 6637.20 | | A 股数(百万) | | 6379.00 | | A 市值(亿元) | | 4009.20 | | 主要股东 | | 江苏恒瑞医药集 | | | | 团有限公司 | | | | (23.18%) | | 每股净值(元) | | 8.81 | | 股价/账面净值 | | 7.14 | | 一个月 | 三个月 | 一年 | | 股价涨跌(%) | 10.0 14.8 | 49.8 | 近期评等 | | | | 产品组合 | | | --- | --- | | 抗肿瘤 | 52.1% | | 神经科学 | 15.3% | | 造影剂 | 9.8% | 机构投资者占流通 A 股比例 | ...
平安好医生涨幅扩大至13.1%,港股医药ETF (159718.SZ)强势上涨1.3%
Xin Lang Cai Jing· 2025-08-21 06:21
Group 1 - The core viewpoint highlights a significant rise in Hong Kong pharmaceutical stocks following positive earnings reports, with Ping An Good Doctor increasing by 15.06% and Hengrui Medicine rising over 1% [1] - Ping An Good Doctor reported a revenue of 2.5 billion yuan for the first half of 2025, marking a year-on-year growth of 19.5%, exceeding market expectations [1] - Hengrui Medicine's half-year report showed a revenue of 15.761 billion yuan, a year-on-year increase of 15.88%, and a net profit attributable to shareholders of 4.45 billion yuan, up 29.67% [1] Group 2 - Two leading companies in the innovative drug sector, Hengrui and China National Pharmaceutical Group, are actively increasing their shareholdings, signaling positive market sentiment [2] - Hengrui plans to repurchase A-shares using its own funds, with a total investment of no less than 1 billion yuan and not exceeding 2 billion yuan, at a price not exceeding 90.85 yuan per share [2] - The Hong Kong pharmaceutical ETF (159718.SZ) is noted for its balanced composition, including innovative drugs, CXO, internet healthcare, and innovative medical devices, making it a convenient investment tool for the sector [2]
恒瑞医药(600276):Q2业绩保持稳定增长
Dongguan Securities· 2025-08-21 05:48
Investment Rating - The report maintains a "Buy" rating for the company [2][10]. Core Insights - The company achieved a revenue of 15.76 billion yuan in the first half of 2025, representing a year-on-year growth of 15.88%. The net profit attributable to shareholders was 4.45 billion yuan, up 29.67% year-on-year, while the net profit after deducting non-recurring items was 4.27 billion yuan, reflecting a growth of 22.43% [3][10]. - In Q2 2025, the company reported a revenue of 8.56 billion yuan, which is a 12.53% increase year-on-year and an 18.73% increase quarter-on-quarter. The net profit attributable to shareholders for Q2 was 2.58 billion yuan, showing a year-on-year growth of 24.88% and a quarter-on-quarter increase of 37.46% [10]. - The innovative drug sales and licensing revenue for the first half of 2025 amounted to 9.56 billion yuan, accounting for 60.66% of total revenue, with innovative drug sales revenue at 7.57 billion yuan. The innovative drug business continues to grow rapidly, driving stable performance for the company [10]. - The company is accelerating its research and development innovation and integrating into the global innovation network. It is optimizing its international research and development team and exploring diverse partnerships with multinational pharmaceutical companies and innovative startups to enhance its global market presence [10]. - The company is projected to have an EPS of 1.10 yuan and 1.26 yuan for 2025 and 2026, respectively, indicating strong growth potential in its innovative drug business [10][11].
恒瑞医药_第二季度产品销售符合预期;研发支出降低带动收益超预期-Hengrui Medicine (.SS)_ First take_ 2Q product sales in-line; Earnings beat with lower R&D
2025-08-21 04:44
21 August 2025 | 2:08AM HKT Hengrui Medicine (600276.SS): First take: 2Q product sales in-line; Earnings beat with lower R&D In-line 2Q product sales driven by innovative drugs: 2Q revenue was Rmb8.6bn (+12.5% y/y) with product sales of around Rmb7.1bn (+15% y/y, on par with GSe), accelerated from 11% y/y in 1Q25. Looking at 1H growth of 13% y/y product sales, it was on-par vs. Hansoh (+13.2% y/y) and beat Sino Biopharm's +11% y/y, driven by 20%+ growth in novel drugs. Generic sales saw slight growth in 1H, ...
恒瑞医药上半年营收、净利创新高,恒生医疗ETF(513060)、港股创新药精选ETF(520690)拉升涨超1%
Xin Lang Cai Jing· 2025-08-21 02:13
截至2025年8月21日 09:47,恒生医疗保健指数(HSHCI)强势上涨1.86%,成分股平安好医生(01833)上涨 7.69%,丽珠医药(01513)上涨5.95%,金斯瑞生物科技(01548)上涨4.62%,中国生物制药(01177),科伦 博泰生物-B(06990)等个股跟涨。恒生医疗ETF(513060)上涨1.13%,最新价报0.72元。拉长时间看,截至 2025年8月20日,恒生医疗ETF近1周累计上涨1.58%。 流动性方面,恒生医疗ETF盘中换手5.43%,成交4.20亿元。拉长时间看,截至8月20日,恒生医疗ETF 近1月日均成交25.88亿元,排名可比基金第一。 截至2025年8月21日 09:47,恒生港股通创新药精选指数(HSSCPB)强势上涨2.04%,成分股丽珠医药 (01513)上涨5.95%,金斯瑞生物科技(01548)上涨4.62%,中国生物制药(01177)上涨3.35%,科伦博泰生 物-B(06990),药明合联(02268)等个股跟涨。港股创新药精选ETF(520690)上涨1.49%,最新价报1.02 元。拉长时间看,截至2025年8月20日,港股创新药精选ET ...
恒瑞医药(600276):公业绩高速增长,出海成效显著
SINOLINK SECURITIES· 2025-08-21 01:51
"借船出海"成效显著,BD 打开第二增长曲线。公司 25H1 收到 MSD 公司 2 亿美元及 IDEAYA 公司 7500 万美元的对外许可首付 款,显著增厚业绩;2025 年至今公司陆续达成多项重磅合作,包 括口服 GnRH 受体拮抗剂与德国默克达成合作(首付款 1500 万欧 元)、Lp(a)抑制剂与 MSD 达成合作(首付款 2 亿美元+最高 17.7 亿美元里程碑付款+销售提成)、PDE3/4 等 12 款新药与 GSK 达成 合作(首付款 5 亿美元+潜在约 120 亿美元选择权行使费和里程碑 付款+销售提成)。创新药对外许可已成为公司常态化业务。 创新研发步入收获期。公司 25H1 累计研发投入 38.71 亿元,其中 费用化研发投入 32.28 亿元(占营业收入 20.48%)。目前公司围绕 100 余款在研创新产品开展超过 400 项海内外临床试验,ADC(抗 体偶联药物)、AI 药物研发等技术平台日益成熟。25H1 公司 6 款 1 类新药获批上市,包括全球首款超长效 PCSK9 单抗瑞卡西单抗、 首款国产 JAK1 抑制剂艾玛昔替尼片、HER2 ADC 瑞康曲妥珠单 抗等、多靶点 RTK ...
恒瑞医药(600276.SH):2025年中报净利润为44.50亿元
Xin Lang Cai Jing· 2025-08-21 01:29
Financial Performance - The company reported a total revenue of 15.761 billion yuan for the first half of 2025 [1] - The net profit attributable to shareholders was 4.450 billion yuan [1] - The net cash inflow from operating activities was 4.300 billion yuan [1] Financial Ratios - The latest debt-to-asset ratio is 6.14% [3] - The gross profit margin stands at 86.58% [3] - The return on equity (ROE) is 7.61%, which is a decrease of 0.44 percentage points compared to the same period last year [3] Earnings and Efficiency Metrics - The diluted earnings per share (EPS) is 0.70 yuan [4] - The total asset turnover ratio is 0.28 times, a decrease of 0.02 times or 5.71% year-on-year [4] - The inventory turnover ratio is 0.85 times [4] Shareholder Information - The number of shareholders is 364,700, with the top ten shareholders holding 4.043 billion shares, accounting for 60.91% of the total share capital [4] - The largest shareholder is Jiangsu Hengrui Medicine Group Co., Ltd., holding 23.18% of the shares [4]
业绩迈向新台阶,恒瑞2025上半年营收157.61亿元、净利44.50亿元
21世纪经济报道· 2025-08-21 00:20
8月20日,恒瑞医药(股票代码:600276.SH;01276.HK)发布2025年半年度报告。报告显示, 2025年上半年,公司实现营业收入157.61亿元,同比增长15.88%;归属于上市公司股东的净利润 44.50亿元,同比增长29.67%;经营性现金流净额达43.00亿元,同比增长41.80%。营收、净利及经 营性现金流净额均创往年同期新高,业绩进入爆发增长期。公司持续加大创新力度,维持较高的研 发投入,报告期内公司研发投入38.71亿元,其中费用化研发投入32.28亿元。 为了增强团队凝聚力及公司核心竞争力,充分发挥长效激励机制,恒瑞医药还同时公告将 回 购 1 0 亿 - 2 0 亿 元 的 股 份 , 用 于 实 行 新 的 员 工 持 股 计 划 , 2 0 2 5 年 激 励 规 模 不 超 过 1 4 0 0 万 股。 创新药销售引领业绩增长 对外许可成常态化业务 从业绩角度来看,持续的高强度研发投入加快公司转型升级步伐,公司迈入了创新药丰收 期,创新药收入持续提升。2 0 2 5年上半年公司创新药销售及许可收入9 5 . 6 1亿元,占公司 营业收入比重6 0 . 6 6%,其中创新药销 ...