藥明生物(02269.HK)挫近24%後中途停牌
藥明生物(02269.HK)今早(4日)10時49分宣布停牌,停牌前報33.15元,跌幅23.79%,停牌前成交激增至9,655.4萬股,涉資33.7億元。股價早段曾低見32.8元,跌幅超過24%,見2020年3月以來新低。
藥明生物今日(4日)召開業務最新消息會議,根據有關公司業務營運的財務及其他資料的簡報,由於新冠收入快速降低,公司整體收入包括新冠已是高基數,在達成行業兩倍增速的情況下業務表現或將不及預期。而公司藥物開發端(D端)及生產端(M端)預料之外,影響今年收入和利潤。
中長期方面,公司料今年和明年上半年最具挑戰,預計明年下半年逐步回暖。當中,今年的毛利率和增速最具挑戰,但在未來幾年預期毛利率和增速將逐步恢復增長:2024年穩健增長,2025年及以後預期恢復強勁增長。
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