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石药集团(01093.HK)中期股东应占溢利18.78亿元同比增24.8%
格隆汇 08-19 12:14

格隆汇8月19日丨石药集团(01093.HK)公布,截至2019年6月30日止六个月,实现收入总额111.78亿元人民币(单位下同),同比增长27.6%;毛利78.13亿元,同比增长39.6%;股东应占溢利18.78亿元,同比增长24.8%;每股基本盈利30.13分;不派息。

公告称,成药业务于2019年上半年保持理想的增长,销售收入达87.66亿元,同比增长36.8%。

创新药产品方面,2019年上半年实现销售收入61.49亿元,同比增长55.4%。其中恩必普的销售收入增长35.9%;抗肿瘤药品组合的销售收入增长194.2%,成为集团业绩增长的双引擎。

维生素C业务方面,价格于期内受到市场供应过剩的影响而持续受压。集团除采用多种措施提高产品品质及降低生产成本外,还在欧美设立分支机构,直接覆盖当地终端客户,调整客户结构,提高优质客户的销售贡献。

此外,集团亦新增适销对路的不同规格产品,在提高客户满意度的同时增大产销量。期内销售量因而得到明显提升,有效弥补了部份价格下滑带来的损失。

抗生素业务方面,受终端市场限抗等政策影响,市场总需求仍在低谷徘徊。生产工厂的战略性搬迁及产品结构的短期调整使得期内的销售收入及利润贡献有所下降。集团将继续积极采取提升技术、加强管理、节能降耗等多种措施,争取生产成本持续下降;同时通过注册认证推进产品进入高端市场,培育新的业务增长点及提升竞争实力。

研发方面,2019年上半年投入的研发费为9.42亿元,同比增加68.5%,约占成药业务收入的10.7%。目前在研项目有300余个,其中小分子新药40个及新靶点大分子生物药30个,主要集中在心脑血管疾病、抗肿瘤、糖尿病、精神神经疾病及抗感染领域。

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