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石藥集團(01093.HK)中期純利升32.3%至30.63億元 抗腫瘤收入同比增長26.6%
格隆匯 08-26 12:28

格隆匯8月26日丨石藥集團(01093.HK)披露截至2021年6月30日止6個月的中期業績,收入總額為138.22億元人民幣(單位下同),同比增長9.8%;毛利為105.25億元,同比增長11.5%;股東應占溢利為30.63億元,同比增長32.3%;每股基本盈利25.62分,宣派中期股息每股8港仙。

成藥業務

成藥業務於2021年上半年錄得銷售收入112.33億元,較去年同期增加9.8%。以下為各主要治療領域的產品及銷售情況。

神經系統疾病產品:於2021年上半年,神經系統疾病產品錄得銷售收入36.11億元,同比減少5.1%。新版國家醫保目錄自3月開始執行,恩必普以新的國家醫保談判價格於市場銷售,產品的可及性及競爭力大為提高。集團並利用之前廣覆蓋、深下沉的市場基礎,以及互聯網醫院的患者管理平台拓展線上自費市場,實現產品銷量的快速增長,大幅度消化降價的影響,期內的銷售收入減少8.3%;而歐來寧及舒安靈的銷售收入則分別減少22.0%及增加547.0%。

抗腫瘤產品:於2021年上半年,抗腫瘤產品錄得銷售收入39.64億元,同比增加26.6%。其中多美素、克艾力及津優力的銷售收入分別增加51.0%、17.9%及12.8%。

抗感染產品:受到抗生素限用等政策的影響,抗感染產品市場沒有明顯的增長。期內民眾採取感染預防措施防疫,流感及其它感染性疾病的人數大幅減少,相關藥品的市場需求亦受到影響。於2021年上半年,抗感染產品錄得銷售收入14.15億元,同比增加3.2%。

心血管疾病產品:於2021年上半年,心血管疾病產品錄得銷售收入14.50億元,同比增加31.1%。其中玄寧、恩存及達新寧的銷售增長分別為32.1%、35.5%及537.9%。

原料業務

維生素C:2021年上半年的銷售收入為10.81億元,較去年同增加7.5%。因疫情及供需關係等因素影響,期內維生素C產品的均價比去年同期有所增長,且集團的出口銷量持續居行業榜首。集團已經開始為進一步提升市場份額佔比、開拓空白及薄弱市場佈局工作,並將會繼續優化客户結構,拓展海外銷售渠道,聚焦品牌打造,提升綜合競爭實力。

抗生素及其它:2021年上半年的銷售收入為8.36億元,較去年同期增加30.8%,主要是個別產品的銷量及價格上升所致。集團將繼續開發終端客户、加速推進高端市場的註冊進度、穩步提升產品質量並節降成本。

功能食品及其它業務:2021年上半年的銷售收入為6.72億元,較去年同期減少5.9%。期內咖啡因產品銷售收入保持穩定,但果維康(維生素C保健品)的銷售收入則略為下跌。集團會繼續通過技術提升、成本控制、市場開發等措施,保持穩定的業務增長。

集團堅信投放資源於研發的重要性,以使集團擁有強大的產品及工藝創新能力,以及豐富的在研產品管線。期內的研發費用達16.13億元(計入損益表中),同比增加11.0%,約佔成藥業務收入的14.4%。目前在研項目約300項,其中小分子創新藥40餘項、大分子創新藥40餘項,新型製劑30餘項,主要聚焦在抗腫瘤、免疫和呼吸、精神神經、代謝、心腦血管系統及抗感染治療領域。目前有29個產品處於註冊審評待批階段,40個產品正在開展臨牀試驗(包括33個創新藥以及7個新型製劑),5個產品正在進行生物等效試驗,以及11個產品及臨牀試驗適應症待批臨牀批件。

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