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复宏汉霖(2696.HK):差异化创新,大航海时代来临
Ge Long Hui· 2025-08-26 05:55
数据来源: WIND ,格隆汇整理 数据截止 2025 年 8 月 26 日 海外产品利润激增,创新药企"领跑" 五年前,复宏汉霖还只是18A赛道里的一名追赶者;如今,它已成为中国生物药"大航海时代"中,第一批真正驶向深 海的旗舰。 时隔十年,A股市场再度迎来高光时刻——上证指数站上3800点,创下历史新高。华西证券分析指出,中国正站上新 科技浪潮的起点,进入一个"资产重估"的掘金新时代。 在这股科技浪潮中,创新药板块表现尤为亮眼,迎来属于自己的"DeepSeek时刻"。复宏汉霖(2696.HK)凭借"差异化 创新+全球化"双轮驱动,年初至今累计涨幅高达254.43%,市值突破456亿港元(数据截至8月26日),成为市场瞩目 的焦点。 近日,复宏汉霖披露2025年中期业绩——这家成功将自主开发的H药推向全球近半数人口市场的药企,正在书写怎样 的增长故事?其背后的发展逻辑,又为中国创新药价值重估提供了怎样的新样本? 2025年上半年,公司2025上半年实现营收28.195亿元人民币,同比增长2.7%;毛利润约21.992亿元,同比增长10.5%; 净利润3.901亿元;经营性现金流超7.709亿元,同比增长20 ...
医药生物行业周报(4月第4周):国产创新药闪耀ASCO
Century Securities· 2025-04-28 02:23
Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a long-term focus on domestic innovative drugs in the oncology field and AI medical investment opportunities [3][4]. Core Insights - The pharmaceutical and biotechnology sector saw a weekly increase of 1.16%, outperforming the Wind All A index (1.15%) and the CSI 300 index (0.38%) [3][8]. - The upcoming ASCO conference is highlighted as a significant event for domestic innovative drug companies, with over 70 oral presentations and more than 10 major studies expected [3][4]. - The Ministry of Industry and Information Technology and six other departments issued a plan for the digital transformation of the pharmaceutical industry, aiming for significant advancements by 2027 and full coverage by 2030 [3][4]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 1.16% from April 21 to April 25, outperforming the Wind All A index and the CSI 300 index [3][8]. - Notable performers included medical research outsourcing (6.34%) and raw materials (4.72%), while blood products (-3.26%) and vaccines (-6.38%) continued to decline [3][9]. - Individual stock performances showed significant gains for Yong'an Pharmaceutical (31.4%), Shuyou Shen (28.4%), and Erkang Pharmaceutical (27.7%), while *ST Jiyuan (-43.2%), Nanhua Biological (-35.3%), and Shuangcheng Pharmaceutical (-27.7%) faced substantial losses [3][11]. Industry News and Key Company Announcements - On April 25, Kangfang Bio announced FDA approval for its drug Anike for the treatment of recurrent or metastatic nasopharyngeal carcinoma [12]. - The same day, Kangfang Bio also reported the approval of its PD-1/VEGF bispecific antibody for first-line treatment of specific lung cancer types [13]. - The digital transformation plan for the pharmaceutical industry aims to enhance competitiveness and quality management through AI and data integration by 2030 [3][4].