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四環醫藥(00460.HK)盈喜:預期中期淨利潤不低於5000萬元

格隆匯8月1日丨四環醫藥(00460.HK)公告,截至2025年6月30日止6個月未經審覈的綜合管理賬目及董事會現有資訊初步評估,集團預期該期間內錄得不低於人民幣11億元的收入及不低於人民幣5000萬元的淨利潤。

影響集團於該期間內財務業績主要包括如下因素:(1)醫美業務高增長,相較於去年同期增速在50%–60%間;(2)創新藥業務進入收穫期,包括創新藥研發開支逐步減少,獲批新產品持續涌現,新產品的商業化進展順利,該板塊的分部收入持續增長;(3)仿製藥業務的下跌幅度逐年收窄;及(4)公司財務狀況穩健,賬面現金充裕。

自2024年1月至2025年7月底,集團共有41個醫美及醫藥新產品獲批上市,其中包括公司自研的三類醫療器械重磅產品少女針(商品名:傾研®)、童顏針(商品名:回顏臻®、斯弗®)、以及獨家代理的三類醫療器械重磅產品雙波射頻微針系統SylfirmX等在內的共9個醫美產品,以及包括本公司自主研發的一類創新藥吡洛西利片(商品名:軒悅寧®)、脯氨酸加格列淨片(商品名:惠優靜®)和國產首仿藥德谷門冬雙胰島素注射液(商品名:惠優加®)、德谷胰島素注射液(商品名:惠優達®)在內的共32個醫藥新產品(包括補充申請)。

集團預計數量如此多的重磅新產品同步上市將會給集團的未來收入及利潤增長帶來強大動能,集團對未來的發展前景充滿信心。

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