三生製藥(01530.HK)2021全年業績：歸母淨利大增97.6%至16.5億元 末期息每股20港仙
格隆匯3月29日丨三生製藥(01530.HK)發佈2021年年度業績公吿，報吿期內，收入增加14.2%至人民幣63.82億元；毛利增加16.6%至人民幣52.757億元，毛利率為82.7%；研發成本增加人民幣1.635億元或27.7%至人民幣7.539億元，佔收入比率為11.8%；母公司擁有人應占純利增加97.6%至人民幣16.512億元；母公司擁有人應占正常化純利增加48.1%至人民幣17.27億元；EBITDA增加61.9%至人民幣21.75億元；正常化EBITDA增加36.4%至人民幣21.903億元；基本每股盈利人民幣0.65元，董事會建議宣派年度末期股息每股20港仙。
集團作為中國生物技術行業的先鋒，在研發、生產及營銷生物醫藥產品方面擁有豐富的經驗。集團的核心產品包括特比澳、人促紅素(“rhEPO”)產品益比奧及賽博爾、益賽普及蔓迪。特比澳為當今全球唯一商業化的重組人血小板生成素(“rhTPO”)產品。根據IQVIA1，於2021年，按銷售額計，特比澳在中國內地血小板減少症治療市場的份額為72.1%。憑藉兩種rhEPO產品，二十年來，集團一直為中國內地rhEPO市場龍頭，於2021年共佔份額42.4%。益賽普為腫瘤壞死因子(“TNF”)α抑制劑產品，2021年銷售額達7.9億元，同比上漲28%，2021年銷量同比增長90%。根據中國藥學會的數據，於2021年，按銷售額計，蔓迪在中國內地米諾地爾酊市場擁有占主導地位的71.2%的市場份額，穩居米諾地爾市場第一，收入達6.0億元，同比增長63.7%。集團亦通過內部研究及開發及多項外部戰略合作增加產品而擴大治療領域。同時，集團通過戰略佈局合同開發與生產運營(“CDMO”)業務以增加其收入規模，CDMO內地業務規模迅速提升。集團CDMO業務已完成客户訂單約人民幣1.11億元，合作客户包括國內外知名藥企和生物科技公司，服務內容涵蓋藥品臨牀前到商業化的各個環節。
報吿期內，集團的毛利同比增長約16.6%，集團的毛利增幅與年內收入的增長大致相符。集團的毛利率由上年度的約81.0%上升至2021年同期的約82.7%。上升主要由於毛利率較高的特比澳的銷售增長。集團的研發成本主要包括員工成本、材料耗費、臨牀試驗費、折舊及攤銷及其他雜項研發支出。2021年度，集團的研發成本約人民幣7.539億元，同比增加約27.7%。增加主要由於集團對研發活動和項目的投入增加，乃受集團的在研產品取得的加速進展所驅動。2021年度，研發成本佔收入比率約11.8%，而2020年同期則為約10.6%。
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