中國生物製藥(01177.HK)前三季度純利下降18%至18.5億元 每股派息2港仙
格隆匯11月30日丨中國生物製藥(01177.HK)公佈，截至2020年9月30日止9個月，公司收入約人民幣181.26億元，較去年同期下降約6.2%；歸屬於母公司持有者應占盈利約人民幣18.5億元，較去年同期下降約18.0%；每股基本盈利約人民幣9.81分，季度股息每股2港仙。於本期間末，現金及銀行結餘約人民幣161億元。
歸屬於母公司持有者應占盈利及每股盈利按年下降，部份原因是由於公司於2020年2月發行7.5億歐元於2025年到期的零息可轉換債券的非現金公允價值虧損及實際利息費用的影響所致。撇除因收購北京泰德24%權益而產生的新增可識別無形資產攤銷費用（扣除相關遞延税項和非控制權益）、權益投資及金融資產的未實現公允價值虧損（淨額）以及可轉換債券嵌入衍生部份的公允價值虧損和可轉換債券債務部份的實際利息費用的影響後，歸屬於母公司持有者應占基本盈利約人民幣22.94億元，較去年同期下降約11.7%。
期間新產品銷售收入佔集團總收入約36.7%；達到約人民幣66.59億元，較去年同期上升約66.9%；創新藥銷售額佔集團總收入約25%，去年同期佔比為約20%；抗腫瘤用藥銷售額約人民幣57.9億元，較去年同期上升約37.8%。
回顧期間內研發取得較好成績：新收穫生產批件11件，包括抗腫瘤氟維司羣注射液、注射用鹽酸伊達比星2個規格，糖尿病用藥沙格列汀片、卡格列淨片，心血管用藥阿哌沙班片、利伐沙班片、替格瑞洛片（新增規格60mg），造影劑碘帕醇注射液，骨關節用藥枸櫞酸託法替布片，螺內酯片（100mg，新增規格）；化藥一致性評價獲批15件（含視同通過）：氟維司羣注射液、沙格列汀片、卡格列淨片、來那度胺膠囊2個規格、阿德福韋酯膠囊、卡培他濱片、碘帕醇注射液、阿哌沙班片、枸櫞酸託法替布片、注射用鹽酸伊達比星2個規格、利伐沙班片、瑞舒伐他汀鈣片5mg、頭孢呋辛酯片。新獲得臨牀批件6件；完成臨牀試驗新申報生產2件；新申報一致性評價6件。新獲得發明專利授權31項，新申請發明專利119項。已累計有發明專利授權879項。
一直以來，集團十分重視研發，以結合自主創新、聯合開發及創仿開發的研發理念，不斷提升研發水平和速度，並視其為可持續發展的基礎，加大研發的資金投入。截至2020年9月30日止9個月，研發總開支約人民幣21億元，佔集團收入約11.6%，已計入損益表及資本化於財務狀況表中。
公司表示，第三批帶量採購中選品種的掛網採購和醫保目錄調整將會在最後一個季度落地實施，對中選品種的影響會進一步顯現。加之各省陸續啟動對標外品種的掛網採購，降價範圍更廣，更多缺乏創新產品的仿製藥企業面臨銷售、利潤甚至生存壓力。更高的營銷合規要求加快製藥企業對多年形成的營銷模式實施實質變革。國家對互聯網醫療和藥品的互聯網銷售給予更多的政策支援，集團多家成員企業已經提前佈局並在疫情期間形成明顯的增長點，未來集團會繼續加大對互聯網推廣和營銷的支持。集團亦針對國家帶量採購政策帶來的變化重新優化在研產品線，更加專注於對更能適應未來營銷環境重點創新品種的研發投入。
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