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A股異動 | 普洛藥業漲5% 上半年業績符預期 單季收入創歷史新高
格隆匯7月28日丨普洛藥業(000739.SZ)漲5.78%,報20.13元,總市值237億元。普洛藥業27日晚間披露半年度報吿,公司2022年半年度實現營業收入為49.86億元,同比增長16.57%,主要是銷售業務量同比增加所致;歸母淨利潤4.37億元,同比下滑21.04%;基本每股收益0.37元。中金髮研報指,受疫情和大宗品漲價影響,短期業績承壓,但符合市場預期。而公司的原料藥和製劑業務穩健增長,CDMO 業務有望開啟快速放量。該行維持跑贏行業評級,考慮到公司利潤率下行短期業績承壓,我們下調目標價13.5%至24.73元。中信建投發研報指,疫情和冬奧會影響背景下,公司各項業務收入同比仍實現穩健增長,CDMO收入仍實現接近30%的高增速。單季度來看,公司Q2單季收入28.85億元,同比增長24.9%,環比增長37.3%;公司單季度收入創出歷史新高,利潤端在去年Q2 高基數的背景下,同比僅小幅下滑,環比顯著改善。中信建投看好公司CDMO 業務的發展前景、原料藥製劑一體化佈局及創新藥相關佈局,維持“買入”評級。

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