兩市首份一季報出爐！華蘭生物淨利下滑4.7%，股價盤中創出新高
4月7日盤後，華蘭生物（002007.SZ）正式披露了2020年一季度業績報告，這也是兩市首份正式披露的一季報。
公告顯示，該公司在報告期內實現營收6.78億元，同比下降2.62%；歸屬母公司股東的淨利潤為2.47億元，同比下滑4.71%。
不過，該公司報告期內實現的扣非淨利潤為2.44億元，同比略微增長了1.49%。
（圖片來源：Wind）
據悉，公司的經營活動產生的現金流量淨額本期減少近5成，主要原因系銷售商品收到的現金減少所致。
另外，因預收貨款減少，公司的預收賬款期末餘額較期初餘額減少59.98%；預付賬款期末餘額較期初餘額增加177.62%，則是預付輔材款增加所致。
該公司報告期內的財務費用也同比下降了165.2%，主要原因系本期利息收入增加所致。
而在今日，該公司的股價在盤中一度上漲超過5%，達到51.67元/股，刷新上市以來的新高。截至收盤，華蘭生物最終上漲4.34%，報收51.2元/股，總市值已經來到了718億元。
（圖片來源：Wind）
值得一提的是，雖然一季度業績出現下滑，但是近期有多家券商機構發表研報看好該公司後續發展。
中信建投研究人員表示，公司今年主營業務血製品及疫苗業務均顯著受益於疫情。血製品板塊靜丙在抗擊疫情中發揮重要作用，短期需求大幅增長，同時靜丙的二次推廣也將使得疫情過後靜丙在抗感染治療領域的應用進一步提升；另一方面，疫情使得2月份全國漿站採漿暫停，3月份雖有恢復，但獻漿員獻漿意願下降，一季度採漿下滑使得血製品供應趨於緊張，血製品行業景氣度有望持續提升。
疫苗板塊，考慮到疫情年份疫苗民眾接種意願大幅提升，下半年流感疫苗銷售也有望大幅上升，公司產能充沛，看好全年業績實現較高增長。
國信證券的研報顯示，公司血製品業務穩健增長，現金流優秀；疫苗業務隨着四價流感疫苗的放量迅速增長。單抗業務預計2021年將有第一個產品上市，後續品種逐步上市，貢獻銷售。國信證券研究人員認為，四價流感疫苗將成為華蘭生物業績的強大推動力。
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