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  4月22日,港股创新药板块大涨,截至中午收盘,科济药业等多只个股涨超10%。消息面上,多家港股创新药企近期发布财报,成绩亮眼;部分港股上市药企在研产品取得阶段性突破。

  多家药企在研产品取得阶段性突破

  部分港股上市药企在研产品取得阶段性突破,吸引市场目光。

  4月18日,康方生物宣布,公司独立自主研发的爱达罗®(依若奇单抗,IL-12/IL-23“双靶向”单克隆抗体)获得国家药品监督管理局(NMPA)批准上市,适用于中重度斑块状银屑病成人患者的治疗。

  4月17日,三生制药自主研发、具有全新分子结构的差异化抗PD-1/VEGF双特性抗体获国家药品监督管理局药品审评中心(CDE)突破性治疗药物认定,适应症为一线治疗PD-L1表达阳性的局部晚期或转移性非小细胞肺癌(NSCLC)。

  此外,4月25日至4月30日,美国癌症研究协会(AACR)年会将在芝加哥召开。作为全球规模最大的癌症研究会议之一,AACR年会一直是癌症领域最新研究成果的重要展示平台。近年来,中国创新药在该会议上的影响力持续攀升,今年更是有95家中国药企携超200项新药研究结果亮相,展现出中国创新药研发的强大实力,其中也不乏一些港股药企。

  国金证券认为,创新药企业存在毛利率修复空间,以“丙类目录”为代表的行业政策发布在即,或是板块估值和情绪修复的重要因素。此外,更高的“研发费用率”和“海外收入占比”表明,港股创新药行业的“含新量”更高,同时板块整体净利润增速自2023年上半年以来持续领先于A股,结合盈利前景预测来看,该比较优势有望延续。同时,港股创新药板块在估值层面有“性价比”优势,意味着潜在的估值弹性或更大。

  财报业绩亮眼

  多家港股创新药企近期发布亮眼财报,成为推动创新药板块行情的催化剂。

  3月26日,信达生物公布2024年业绩,公司总收入约94.2亿元,同比增长51.8%;亏损9463.1万元,同比大幅收窄90.8%。公司在年报中提及,公司自上市以来,首次实现Non-IFRS(非国际财务报告准则)利润和EBITDA(税息折旧及摊销前利润)转正的突破,分别为3.32亿元和4.12亿元。

  三生制药3月25日发布2024年业绩显示,公司2024年实现营业收入91.08亿元,比去年同期增长16.5%;归母净利润20.9亿元,同比增长34.9%;经调整的经营性归母净利润23.18亿元,比去年同期增长18.8%。

  中国生物制药3月20日发布年报显示,2024年公司全年营收达288.7亿元,同比增长10.2%,创历史新高;经调整归母净利润达34.6亿元,同比增长33.5%。研发投入带来公司业绩加速兑现。2024年,公司创新产品收入迈过百亿元大关,达到120.6亿元,增长21.9%;创新产品占总收入比例也达到41.8%。2024年,公司共有6款创新产品获批上市,其中包括4个1类创新药。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  21世纪经济报道记者唐韶葵上海报道

  4月22日,杭州2025年第9批次土地成功出让。此次土拍可以说是萧山专场,两宗地块分别位于萧山市北和湘湖新城,地块出让土地面积共104375平方米,总建筑面积15.9万平方米,出让总起价约27.32亿元。此次杭州最终收金约44.73亿元,绿城、滨江分别高溢价拿地,且刷新板块地价新高,以重金押注的姿态表明对杭州后市的看好。

  杭州土拍市场的火爆,从两宗地块均有不下10家房企报名可见一斑。其中,市北地块有房企一次性加价1亿元,这导致开拍10分钟,就已经有64轮报价,溢价率冲到50.69%。最终地块由绿城竞得,成交总价31.13亿元,溢价率59.39%,成交楼面价35066元/平方米。

  湘湖单元地块则由滨江竞得,成交总价13.60亿元,溢价率74.4%,成交楼面价19306元/平方米。

  这两宗地块的单价均刷新了各自板块的新高。

  杭州土拍热度不减的背后,是优质地块持续推出。市北西地块,北靠钱江世纪城,西靠滨江区区政府所在板块,南面地块有规划大型综合体预期,是市北西近期出让的少有的优质地块。湘湖新城地块位于萧山与滨江区的交界处,紧邻地铁四号线浦炬街站,容积率1.1,城市资源密集,靠核心区地铁排屋和叠墅,满足市场改善型住房多样需求。市场人士认为,由于起价不高,拍出较高的溢价率并不意外。

  杭州贝壳研究院指出,杭州这两宗地块优化了产品品质条件,有助于促进“好房子”建设,也将激活住房需求潜力。从房企的角度,其去化速度有一定的保证,将对头部房企在核心区域高溢价拿地带来有力支撑。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  摩根士丹利发布研报称,基本维持对中国铁塔(00788)收入预测,考虑到今年首季摊销费用高于预期,将2025及2026年每股盈利预测分别下调8%和11%,至0.66及1元人民币,2027年每股盈利预测亦从1.25元人民币下调至1.12元人民币,目标价相应下调至12港元,评级“增持”,估计在折旧费用的节省以及稳定的股息比率下,明年每股派息可大幅增长。

  根据莱布尼茨欧洲经济研究中心(ZEW)的一项调查显示,德国制造业和信息技术行业中,超过80%的企业预计美国征收的关税会对德国经济产生负面影响。

  路透社于周二看到的这份调查显示,在接受调查的800家企业中,有20%的企业如今甚至担心美国新政府的政策会给经济带来“非常负面”的影响。

  欧洲经济研究中心(ZEW)的调查显示,在工业领域,46%的企业预计自身业务会受到负面影响,多达64%的企业担心整个行业会产生负面后果。

  在对美国有出口业务的工业企业中,有一半担心唐纳德・特朗普执政会对它们产生负面影响。根据欧洲经济研究中心(ZEW)的调查,没有对美国出口业务的企业中,也有42%预计会受到负面影响。

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