石藥集團(01093.HK)：一季度純利升21.8%至11.59億元 核心品種恩必普收入增幅18.1%
格隆匯5月27日丨石藥集團(01093.HK)公佈，截至2020年3月31日止3個月，集團實現銷售收入61.25億元人民幣(單位下同)，同比增長11.5%；毛利45.29億元，同比增長17.9%；股東應占溢利11.59億元，同比增長21.8%；每股基本盈利18.59分。
一季度的業績不可避免地受到疫情的拖累。成藥業務期內錄得銷售收入50.22億元，同比增長18.3%；維生素C業務期內錄得銷售收入4.26億元；抗生素業務期內錄得銷售收入2.08億元；而其它業務期內的銷售收入為4.69億元，同比增長24.3%，其中咖啡因及葡萄糖產品均錄得理想的增長。
神經系統疾病產品(主要產品包括恩必普(丁苯酞軟膠囊及注射液)及歐來寧(奧拉西坦膠囊及凍乾粉針))於期內錄得銷售收入16.54億元。其中恩必普的銷售收入增加18.1%。
抗腫瘤產品(主要產品包括津優力(聚乙二醇化重組人粒細胞刺激因子注射液)、多美素(鹽酸多柔比星脂質體注射液)及克艾力(注射用紫杉醇白蛋白結合型))於期內錄得銷售收入15.52億元，同比增加53.7%。其中克艾力及津優力的銷售收入分別增加114.0%及64.5%。
抗感染產品(主要產品包括舒羅克(注射用美羅培南)、諾莫靈(阿莫西林膠囊)、先曲╱石藥(注射用頭孢曲松鈉)、中諾立新(注射用頭孢呋辛鈉)、新維宏(阿奇黴素片)、維宏(阿奇黴素分散片╱膠囊╱腸溶片))於期內錄得銷售收入7.75億元，同比減少3.2%。
集團繼續增加研發的投入，期內的研發費用達5.68億元(計入損益表中)，增加23.2%，約佔成藥業務收入的11.3%。目前在研項目300餘項，其中小分子創新藥40餘項、大分子創新藥50餘項，新型製劑20餘項，主要聚焦在腫瘤、自身免疫、精神神經、消化和代謝、心腦血管系統及抗感染治療領域。
自年初至今，集團取得利伐沙班片、孟魯司特鈉片、孟魯司特鈉咀嚼片及門冬氨酸鳥氨酸注射液的國內藥品註冊批件，以及歐米加-3-酸乙酯90軟膠囊的美國ANDA批件。目前還有26個藥品處於註冊審評待批階段，39個產品正在開展臨牀試驗(包括28個創新藥以及11個新型製劑)，以及7個產品正在進行生物等效試驗。
未來三年，集團預計將上市新產品50餘個，其中預計市場空間超過10億元的重磅品種將不少於15個，可強力支撐集團未來的高質量增長。
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