海普瑞(002399.SZ)2020年淨利達10.24億元 擬10派1.5元
格隆匯3月29日丨海普瑞(002399.SZ)披露2020年年度報吿，報吿期內，公司實現營業收入53.32億元，同比增長15.30%；歸屬於上市公司股東的淨利潤為10.24億元；歸屬於上市公司股東的扣除非經常性損益的淨利潤5.92億元，同比增長32.74%；經營活動現金淨流入3728.36萬元，而上年同期為淨流出2.28億元；基本每股收益0.7568元，年報推10派現金紅利1.5元(含税)。
公司在繼續推進肝素全產業鏈一體化發展戰略實施的同時，推動大分子藥物CDMO業務的快速發展，並積極成為擁有自主研發能力的創新藥開發企業。報吿期內，公司肝素產業鏈在原料藥銷售毛利水平得以有效保障的同時，製劑業務實現量價齊升，CDMO業務在受新冠疫情衝擊背景下仍實現增長。
報吿期內，肝素產業鏈受制劑業務驅動業績快速增長，儘管在依諾肝素納製劑的銷售主力市場歐洲市場，疫情因素在一定程度上對銷售節奏形成擾動，但在醫院端向藥店端的處方溢出效應的持續作用下，製劑銷售業務量價均實現了快速增長；原料藥業務受益於2019年下半年公司與客户定價模式的調整，實現了成本波動的有效傳導，毛利率穩定回升；此外，基於銷售和報價策略的優化，依諾肝素原料藥銷量大幅度提升的同時，毛利率亦有顯著提高。
美國新冠疫情背景下，全年CDMO業務收入較上年有小幅增長；2020年上半年，伴隨着公司CDMO業務的產能提升和運營能力的進一步增強，訂單交付速度持續加快，客户結構不斷優化，CDMO收入加速增長；2020年下半年，美國疫情加速蔓延，部分訂單延遲，對CDMO業務收入確認進度造成了暫時性影響。目前，SPL及賽灣生物在手訂單充足，合計金額增長至約1億美元，同比增長98%；擁有多個商業化和III期臨牀品種。在全球醫藥研發開支規模持續擴張的行業大背景下，中後期品種收入貢獻的增加和賽灣生物新增pDNA業務的拓展都將成為公司CDMO業務利潤增長的重要驅動力。
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