康希諾(06185.HK)料吸入用重組新冠疫苗不會帶來業績大幅增長 股價曾挫31%
康希諾生物(06185.HK)今日低開14.96%,低位曾挫31.2%失守百元關,見97元。現報103.2元,跌26.81%,成交352.99萬股,涉資3.74億元。
公司公佈,基於當前的免疫策略及內地加強針接種率較高的情況,公司預期吸入用重組新型冠狀病毒疫苗(5 型腺病毒載體)不會帶來公司業績的大幅增長。
截至目前,吸入用新冠疫苗僅於內地作爲加強針納入緊急使用,未獲得海外國家的緊急使用批準。根據國務院聯防聯控機制數據,截至10月12日,全國累計報告接種新冠病毒疫苗約34.38億劑次,覆蓋人數約13.03億人,其中已完成全程接種約12.72億人,覆蓋人數和全程接種人數分別佔全國總人口的92.45%、90.2%。完成加強免疫接種約8.08億人。當前加強針的接種人羣爲完成基礎免疫接種滿6個月的18歲及以上人羣。
此外,公司指今年首九個月對存貨計提資產減值準備合計5.26億元人民幣(下同)。因新冠疫苗需求量按年大幅下降、產品價格調整以及對存在減值跡象的存貨計提跌價準備,公司期內營業收入、淨利潤較去年同期都出現較大幅度的下降,合計計提的資產減值準備預計將減少公司2022年度合併報表利潤總額5.32億元,減少淨利潤4.58億元,減少歸屬於上市公司股東的淨利潤4.4億元。
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