Q3業績落地 恆瑞醫藥(600276.SH)由跌轉升
格隆匯10月20日丨恆瑞醫藥(600276.SH)盤中拉昇,一度漲近3%,此前一度跌超3%,最新市值超3200億元。恆瑞醫藥昨晚披露三季報顯示,前三季度營收201.99億元,同比增4.05%,淨利潤42.07億元,同比下降1.21%。其中,Q3營收69.01億元,同比下降14.84%,淨利潤15.4億元,同比下降3.57%,這是恆瑞醫藥自2010年一季度以來,首次出現負增長的財報。不過,三季度淨利潤環比增長31.51%,止住下滑趨勢。安信證券稱,預計恆瑞醫藥業績壓力主要來自仿製藥業務,受國家和地方帶量採購影響,2021年上半年公司在第三批集採中涉及的6個藥品(自2020年11月開始執行)銷售收入環比下滑57%,預計該部分業務在Q3持續受到影響。此外,公司在第五批集採中涉及的8個仿製藥品種(6箇中標、2個未中標)將於2021年10月開始執行,Q3發貨量受到影響,可能進一步影響公司業績。安信證券同時指出,恆瑞醫藥國際化佈局持續加碼,未來出海成果值得期待。對於今日盤中的明顯拉昇行情,有研究員認為,市場對恆瑞醫藥的業績實際上早有預期,業績落地,加上公司在10月15日舉辦的2021恆瑞醫藥研發日活動上展示了很多創新藥管線,全面呈現強大的研發實力,給予市場信心。


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