我武生物上半年净利预增13.92%至23.97% 核心产品放量

Core Viewpoint - The company is expected to achieve a net profit of 170 million to 185 million yuan in the first half of 2025, reflecting a year-on-year growth of 13.92% to 23.97%, maintaining its leading position in the field of allergic disease treatment [1] Group 1: Product Performance - The core product "Dust Mite Drops" continues to show strong growth, with sales revenue reaching 455 million yuan, a year-on-year increase of 10.51% [2] - The sales revenue of "Artemisia Pollen Allergen Sublingual Drops" is 21 million yuan, growing by 71.37% year-on-year, while "Skin Prick Test Solution" sales reached 6.3 million yuan, up 104.38% year-on-year, driven by increased market promotion efforts [2] Group 2: Innovation and R&D - The company is increasing its investment in innovative R&D, with multiple projects making significant progress, including the expansion of its allergen product pipeline [3] - New products such as "Sycamore Pollen Allergen Skin Prick Solution" and "German Cockroach Allergen Skin Prick Solution" have received approval for market application, enhancing the product pipeline [3] Group 3: Industry Environment - The incidence of allergic diseases is rising in China, driven by increased health awareness and environmental changes, leading to growing medical demand and technological advancements in the field [4] - The "Healthy China 2030" strategy emphasizes the prevention and treatment of allergic diseases, with desensitization therapy recognized as a key method, promoting clinical application and market expansion of related products [4] Group 4: Operational Quality - The company has optimized production processes and strengthened cost control, maintaining a high level of profitability and improving operational cash flow, indicating good financial health [5] - The company plans to continue focusing on the allergic disease field and accelerate the launch of in-development products, with expectations for sustained growth in performance [5] Group 5: Overall Performance Outlook - The company's performance in the first half of 2025 aligns with market expectations, showcasing resilience and a promising future driven by core product growth and innovation strategies [6]