東瑞製藥(02348.HK)2020年淨利同比增5%至2.68億元
格隆匯 3 月 26日丨東瑞製藥(02348.HK)公吿，截至2020年12月31日止年度全年業績，實現收入10.24億元(人民幣，下同)，同比增7.8%；母公司擁有人應占溢利2.68億元，同比增5%；每股盈利0.1736元；每股末期股息0.05港元。擬派每股特別股息0.05港元。
報吿期間，由於中標藥品集中採購的持續影響，集團專科藥物銷售數量同比增幅可觀。其中，安系列的苯磺酸氨氯地平片("安內真")中標，同比銷量大幅增加。
此外，同系列的替米沙坦片("安內強")和氯沙坦鉀氫氯噻嗪片("安內喜")的同比銷量亦有所上升，充分顯示集團於中國治療高血壓藥物市場的領先地位。另方面，由於藥品集中採購中標價格普遍較原有銷售價格大幅下調的持續影響，集團專科藥物的同比銷售額增幅與同比銷售數量增幅比較，相差較大。
於新冠疫情爆發期間，醫院就診的一般患者減少，行業供應鏈脱節，物流延誤等原因，導致集團抗生素系列產品受到一定的影響。疫情穩定後雖逐漸回覆常規，惟市場終端客户後期恢復營運的進度不一，由此造成抗生素的銷售不暢順。報吿期間集團頭孢菌素類原料藥、粉針劑及口服劑的銷售同比均有所下降。
除受前述原因影響，亦由於抗生素臨牀使用持續受到政府嚴格管制所致。集團投資建立的合資企業康融東方(廣東)醫藥有限公司研發單抗藥物Ebronucimab(AK102)(擬用於降低膽固醇水平)及AK109(擬用於治療胃癌、肺癌及直腸癌)一類新藥註冊申請的臨牀試驗研究，報吿期間正分別進行二期臨牀和一期臨牀工作。根據集團所知的臨牀試驗研究訊息與項目進度，集團對是項投資前景維持審慎樂觀。
另外，為有利於集團在製劑產品，尤其專科藥物研發方面的技術創新，集團與外方建立的合資企業南京福美瑞信科技有限公司經內部磨合，企業營運已漸入軌道並取得實質研發項目。集團具備優先權可以公平代價及條件獲取並使用其研發成果。
報吿期間，集團研發部門積極推進仿製藥質量和療效一致性評價工作，除口服固型劑的項目外，亦加大力度推進頭孢菌素類系列產品的一致性評價工作，以使產品質量獲得認可，有利於日後參與國家藥品集採活動。在新產品研發方面，經歷研發團隊數年來奮力鋪墊，刻苦研究，在無重大變化情況下，集團將有若干不同治療領域新產品於未來數年內投放市場。
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