康哲药业上半年盈利同比下降52.8% 公司称国采的负面影响已基本消化

每日经济新闻08-16

8月15日晚间，康哲药业（HK00867，股价7.26港元，市值177.1亿港元）披露2024年中期业绩报告。今年上半年，公司实现营收36.11亿元，同比下降21.7%，环比增长6.1%；净利润为9.03亿元，同比下降52.8%，环比增长92.8%。　　康哲药业的黛力新进入第七批国采目录，波依定和优思弗进入第八批国采目录，这三款产品均未中标，对公司经营业绩产生较大的负面影响。今年上半年，三个国采...

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The company said the negative impact of national procurement has been basically digested","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00867":1},"content_text":"8月15日晚间，康哲药业（HK00867，股价7.26港元，市值177.1亿港元）披露2024年中期业绩报告。今年上半年，公司实现营收36.11亿元，同比下降21.7%，环比增长6.1%；净利润为9.03亿元，同比下降52.8%，环比增长92.8%。　　康哲药业的黛力新进入第七批国采目录，波依定和优思弗进入第八批国采目录，这三款产品均未中标，对公司经营业绩产生较大的负面影响。今年上半年，三个国采产品（黛力新、优思弗、波依定）全按药品销售收入口径同比减少11.97亿元，同比下降49.2%；非国采独家产品及创新产品全按药品销售收入合计为24.05亿元，占全按药品销售收入计算营业额的56.1%。　　康哲药业表示，国采对公司的负面影响已基本消化，公司进入以非国采独家产品和创新产品驱动业绩增长的“新产品时代”。　　康哲药业主要从事药品的营销、推广及销售。目前，公司主要在售产品覆盖心脑血管、消化、眼科、皮肤科及医美领域。康哲药业原以CSO（合同销售组织）业务起家，公司自2017年开始向创新转型，选择“联合研发与投资”的发展模式，推进其临床开发和商业化进程。　　分产品线来看，今年上半年，康哲药业的心脑血管及相关疾病线实现收入15.17亿元，同比下降28.8%；消化/自免相关疾病线实现收入13.46亿元，同比下降25.0%；眼科线实现收入3.04亿元，同比增长23.9%；皮肤和医美线实现收入2.75亿元，同比增长11.9%。　　截至今年上半年末，康哲药业引进的中国获批上市的创新产品组合已扩充至五款，其中四款创新药（维图可、益路取、美泰彤-银屑病适应症、维福瑞）已被纳入国家医保目录，并进入规模化临床应用。创新药莱芙兰也于今年6月在中国获批上市。此外，美泰彤增加成人活动性类风湿关节炎适应症于7月获批上市。目前，康哲药业处于商业化阶段的创新药组合扩充至5款产品。　　《每日经济新闻》记者注意到，康哲药业还宣布派发中期股息每股0.1507元（2023年中期为0.3134元）。今年以来，康哲药业股价持续走低，截至8月15日收盘，公司股价年内累计下跌约五成。8月16日早间开盘，公司股价冲高，一度涨超11%。（文章来源：每日经济新闻）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.4","shortVersion":"4.26.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2459792250"}