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百济神州

231.99

-3.9500-1.67%

盘后：228.20-3.7900-1.63%17:17 EDT

成交量：37.57万

成交额：8,721.51万

市值：250.43亿

市盈率：-62.64

高：238.93

开：234.59

低：230.23

收：235.94

数据加载中...

总览公司新闻资讯公告

百济神州盘前涨超1% 机构指公司1Q25收入符合预期

浦银国际证券给予百济神州买入评级

每日经济新闻

2025年至少拿下352亿元营收，百济神州“不说大话”

Ofweek维科网

百济神州5月8日成交额为1.07亿美元

【银河医药程培】公司点评丨百济神州：海外放量超预期，创新管线迎来拐点

中国银河证券研究

加拿大皇家银行：维持BeiGene(ONC.US)评级，由优于大市调整至优于大市评级, 目标价由312.00美元调整至311.00美元。

百济神州一季度实现盈利

百济神州(ONC)盘前涨超2% 机构看好泽布替尼2Q25环比持续增长

“扭亏”上岸，百济一季度营收80亿，新“一哥”诞生？

医药经济报

百济神州：1Q25首盈利目标价 182.35 港元

百济神州2025Q1：替雷利珠单抗销售额12亿元，同比增长19%

生物药大时代

每日医刻｜司美格鲁肽一季度销量全球第一；百济神州 Q1：首次实现季度盈利！

百济神州：泽布替尼新剂型预计今年下半年在欧美获批

百济神州5月7日成交额为1.58亿美元

两大千亿营收巨头领跑！云南白药首破400亿，百济神州、恒瑞大涨，人福、片仔癀……创新高

【券商聚焦】海通国际维持百济神州(06160)“优于大市”评级指其业绩整体符合预期

百济神州：Q1 收入增 49% 扭亏为盈

金十数据整理：每日港股市场要闻速递（5月8日周四）

百济神州一季度亏损收窄，昊海生科实控人被立案，“减肥神药”司美格鲁肽Q1爆卖近80亿美元，德展健康涉合同纠纷诉讼

百济首次实现季度营业利润扭亏，泽布替尼销售额近57亿元

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机构指公司1Q25收入符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2534612489","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534612489?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 20:30","pubTimestamp":1746793813,"startTime":"0","endTime":"0","summary":"金吾财讯 | 百济神州 盘前涨超1%，截至发稿，报239美元。消息面上，招银国际研报指，百济神州公布的1Q25产品收入为11.1亿美元，同比增长48%，环比下降1%。浦银国际表示，百济神州1Q25收入符合预期，提前实现季度GAAPOP盈利及净盈利略好于预期，公司维持全年指引不变。如该行所料，产品毛利率为85.1%，同比上升明显，环比较为稳定，主要受益于泽布替尼海外销售持续增长推动，以及生产效率的提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050920304797547f1a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:54","pubTimestamp":1746773647,"startTime":"0","endTime":"0","summary":"浦银国际证券05月08日发布研报称，给予百济神州（688235.SH，最新价：244元）买入评级。评级理由主要包括：1）1Q25收入符合预期，提前实现季度GAAPOP盈利及净盈利略好于预期，公司维持全年指引不变；2）泽布替尼海外销售持续高速增长；3）毛利率符合预期，经营效率持续提升。风险提示：泽布替尼海外销售增速未如预期；核心研发管线临床/审批延误或数据不及预期等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505093400575973.html","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505093400575973.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["06160","ONC"],"gpt_icon":0},{"id":"2534423021","title":"2025年至少拿下352亿元营收，百济神州“不说大话”","url":"https://stock-news.laohu8.com/highlight/detail?id=2534423021","media":"Ofweek维科网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534423021?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 13:39","pubTimestamp":1746769187,"startTime":"0","endTime":"0","summary":"5月7日晚间，百济神州公布了一季报。2025年第一季度，该公司实现营收80.48亿元，同比增长50.2%；归属于母公司所有者的净利润-0.95亿元，相比去年同期的亏损大幅收窄。在此基础上，百济神州对2025年度经营业绩的预测保持不变：全年营收将介于352亿元至381亿元之间，经营利润及经营活动现金流净额预计为正。根据一季报，2025年第一季度，百济神州产品收入为79.85亿元，上年同期产品收入为53.25亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050913400697541d25&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:25","pubTimestamp":1746757517,"startTime":"0","endTime":"0","summary":"美东时间2025年5月8日，百济神州成交额为1.07亿美元，成交额较昨日减少31.95%，当日成交量为45.66万股。百济神州于2025年5月8日涨1.59%，报235.94美元，该股过去5个交易日跌7.71%，年初至今涨27.74%，过去60日涨6.65%。百济神州有自己的团队进行全球临床试验。截至2023年，百济神州的核心药物是百悦泽，这是一种治疗各种血癌的小分子药物，占百济神州收入的50%以上。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509102527a477819b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:54","pubTimestamp":1746755699,"startTime":"0","endTime":"0","summary":"核心产品海外放量超预期，25年指引经营性现金流转正。2024年全年公司营业收入同比增长56.19%，归母净亏损同比收窄25.87%，主要系核心产品泽布替尼海外持续商业化放量。多项自主研发管线迎来价值拐点。投资建议百济神州作为聚焦创新药研发生产和全球商业化的龙头企业，其核心产品具备同类最佳特质，血液瘤领导地位进一步巩固，多项自主研发管线即将迎来价值拐点。公司评级推荐：相对基准指数涨幅20%以上。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509135012a477b25c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:12","pubTimestamp":1746724339,"startTime":"0","endTime":"0","summary":"加拿大皇家银行：维持BeiGene(ONC.US)评级，由优于大市调整至优于大市评级, 目标价由312.00美元调整至311.00美元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/09011250242562.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ONC","06160"],"gpt_icon":0},{"id":"2533535691","title":"百济神州一季度实现盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2533535691","media":"广州日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533535691?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 23:40","pubTimestamp":1746718834,"startTime":"0","endTime":"0","summary":"百济神州港股、美股、A股三日前地同时发布的2025年第一季度财报透露的信息：公司总营收达到80.20亿元，同期相比增长了48.64%；利润总额比去年同期多了近20亿元，由亏转盈。公司在美国通用会计准则下，首次实现季度盈利。百济神州的核心产品泽布替尼、替雷利珠单抗的销售额暴涨。今年一季度，泽布替尼全球销售额达56.92亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505083399819516.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4139","LU0588546209.SGD","BK1588","LU0307460666.USD","BK1583","LU2328871848.SGD","06160","BK1161","ONC","LU1969619763.USD","BK1500"],"gpt_icon":0},{"id":"2533899751","title":"百济神州(ONC)盘前涨超2% 机构看好泽布替尼2Q25环比持续增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2533899751","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533899751?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 19:44","pubTimestamp":1746704652,"startTime":"0","endTime":"0","summary":"金吾财讯 | 百济神州(ONC)盘前涨超2%，截至发稿，报236.96美元。消息面上，海通国际研报指出，1Q25百济神州实现归母净利润127万美元（1Q24亏损2.5亿美元)，首次实现单季度经常性业务盈利（US GAAP 口径）。管理层维持全年49-53亿美元收入指引不变。该行认为百济神州的业绩整体符合预期。海外收入增长拉动公司业绩扭亏。1Q25公司产品收入同比增长48.4%至11.1亿美元，主要得益于泽布替尼的海外销售增长。看好泽布替尼2Q25环比持续增长，泽布替尼距离销售峰值仍有较大空间。维持“优于大市”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"288322","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONC","06160","LU1969619763.USD","BK1500","LU2328871848.SGD","LU0307460666.USD","BK1161","BK1588","BK1583","688235","BK0239","LU0588546209.SGD","BK4139"],"gpt_icon":0},{"id":"2533890882","title":"“扭亏”上岸，百济一季度营收80亿，新“一哥”诞生？","url":"https://stock-news.laohu8.com/highlight/detail?id=2533890882","media":"医药经济报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533890882?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 17:34","pubTimestamp":1746696884,"startTime":"0","endTime":"0","summary":"2025年一季度，泽布替尼在美国销售额总计40.41亿元，同比增长61.9%。2024年年初，百济神州公布全年业绩情况，泽布替尼2023年全年全球销售额达13亿美元，成为“首个国产十亿美元分子”。然而，百济神州的泽布替尼仅用了短短四年时间，便跻身于“重磅炸弹”药物的行列，展现了其非凡的市场潜力和影响力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508174243a6d77556&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508174243a6d77556&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","ONC","06160"],"gpt_icon":0},{"id":"2533226619","title":"百济神州：1Q25首盈利 目标价 182.35 港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533226619","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533226619?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 14:21","pubTimestamp":1746685305,"startTime":"0","endTime":"0","summary":"【5 月 8 日，浦银国际研报：百济神州1Q25 首次实现单季度经常性业务盈利】1Q25 百济神州实现归母净利润 127 万美元，1Q24 亏损 2.5 亿美元。管理层维持全年 49 - 53 亿美元收入指引不变。1Q25 公司产品收入同比增长 48.4%至 11.1 亿美元，主要因泽布替尼海外销售增长。该行看好泽布替尼 2Q25 环比持续增长，其距销售峰值仍有较大空间。予目标价 182.35 元港币，维持“优于大市”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050815252394f02da1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050815252394f02da1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["ONC"],"gpt_icon":0},{"id":"2533592300","title":"百济神州2025Q1：替雷利珠单抗销售额12亿元，同比增长19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533592300","media":"生物药大时代","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533592300?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 11:37","pubTimestamp":1746675469,"startTime":"0","endTime":"0","summary":"5月7日，百济神州发布2025Q1财报，2025年第一季度总收入为80.48亿元，同比增长50.2%，总收入的增长主要得益于百悦泽在美国和欧洲的销售额增长。其产品收入为79.85亿元，同比增长49.9%。血液肿瘤领域产品泽布替尼在第一季度实现全球销售额总计56.92亿元，同比增长63.7%。此外，百济神州透露预计将于2025 年下半年取得FDA和EC对泽布替尼片剂新剂型上市申请的批准。从安进公司获得授权许可的产品和百泽安的销售额为12.45亿元，同比增长19.3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508142221a476447d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508142221a476447d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["ONC","688235","BK0239","06160"],"gpt_icon":0},{"id":"2533085920","title":"每日医刻｜司美格鲁肽一季度销量全球第一；百济神州 Q1：首次实现季度盈利！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533085920","media":"财健道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533085920?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 10:59","pubTimestamp":1746673165,"startTime":"0","endTime":"0","summary":"将“财健道”设为星标持续关注，不错过好看每日医刻1司美格鲁肽一季度销量全球第一5月7日，诺和诺德公布2025年一季度业绩，总营收780.87亿丹麦克朗，约112.16亿美元，同比增长18%。4百济神州 Q1：首次实现季度盈利5 月 7 日，百济神州发布 2025 年第一季度美股业绩报告及 A 股业绩快报，实现营收 80.48 亿元，同比增长 50.2%。财务表现方面，2025 年第一季度，百济神州凭借全球收入的快速增长和经营费用的有效管理，在盈利方面再次取得重大进展。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508155200a6d74f34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508155200a6d74f34&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","BK0239","ONC","06160"],"gpt_icon":0},{"id":"2533917313","title":"百济神州：泽布替尼新剂型预计今年下半年在欧美获批","url":"https://stock-news.laohu8.com/highlight/detail?id=2533917313","media":"医药魔方","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533917313?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 10:35","pubTimestamp":1746671753,"startTime":"0","endTime":"0","summary":"目前泽布替尼获批的剂型为胶囊。百济神州已计划对R/R MCL适应症的II期临床试验进行数据读出并有望针对该项适应症在2025年下半年递交全球加速上市申请。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508105036a47617c0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508105036a47617c0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1588","LU2328871848.SGD","688235","LU1969619763.USD","ONC","LU0307460666.USD","LU0588546209.SGD","06160","BK1500","BK1583","BK1161"],"gpt_icon":0},{"id":"2533146059","title":"百济神州5月7日成交额为1.58亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533146059","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533146059?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 10:21","pubTimestamp":1746670879,"startTime":"0","endTime":"0","summary":"美东时间2025年5月7日，百济神州成交额为1.58亿美元，成交额较昨日减少33.37%，当日成交量为67.72万股。百济神州于2025年5月7日跌3.93%，报232.25美元，该股过去5个交易日跌10.61%，年初至今涨25.74%，过去60日涨5.73%。百济神州有自己的团队进行全球临床试验。截至2023年，百济神州的核心药物是百悦泽，这是一种治疗各种血癌的小分子药物，占百济神州收入的50%以上。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508102121a6d70751&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508102121a6d70751&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4139","ONC"],"gpt_icon":0},{"id":"2533914871","title":"两大千亿营收巨头领跑！云南白药首破400亿，百济神州、恒瑞大涨，人福、片仔癀……创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2533914871","media":"米内网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533914871?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 10:08","pubTimestamp":1746670080,"startTime":"0","endTime":"0","summary":"从营收增速来看，百济神州、新和成、恒瑞医药、华润三九等5家均有双位数增长；智飞生物跌幅最大，超过50%。上海医药、九州通两家千亿营收龙头继续领跑，重药控股、南京医药、国药股份均超过500亿元。创新高，云南白药首破400亿此外，人福医药、恒瑞医药、科伦药业、片仔癀等超20家创新高。其中，国药股份首次突破500亿元，云南白药首次突破400亿元，百济神州、新和成和鹭燕医药首次突破200亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810152094efe52a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810152094efe52a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["000538","ONC","06160","600276","688235","600436"],"gpt_icon":0},{"id":"2533198039","title":"【券商聚焦】海通国际维持百济神州(06160)“优于大市”评级 指其业绩整体符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2533198039","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533198039?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:55","pubTimestamp":1746669314,"startTime":"0","endTime":"0","summary":"金吾财讯 | 海通国际发研指，1Q25百济神州 实现收入11.2亿美元，其中产品收入11.1亿美元。管理层维持全年49-53亿美元收入指引不变。该行认为百济神州的业绩整体符合预期。该行指，1Q25公司产品收入同比增长48.4%至11.1亿美元，主要得益于泽布替尼的海外销售增长。分产品来看：泽布替尼实现收入7.9亿美元。截至1Q25公司在手现金及现金等价物25.2亿美元。基于WACC9%，永续增长率4.0%（均不变），对应目标价182.35元港币，维持“优于大市”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958309","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ONC","688235","06160"],"gpt_icon":0},{"id":"2533943780","title":"百济神州：Q1 收入增 49% 扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2533943780","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533943780?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:36","pubTimestamp":1746668205,"startTime":"0","endTime":"0","summary":"百济神州第一季度总收入 11.17 亿美元，同比增加 49%；经调整净利润 1.36 亿美元，同比扭亏，增长主因是百悦泽在美欧销售额增长。宜明昂科根据授权及合作协议已自 AxionBio 收取 500 万美元的第二笔近期付款，预计未来将收取不超 3000 万美元的余下潜在近期付款。香港宽频中国移动香港完成收购公司 15.46%股份。安踏体育15 亿欧元零息有担保可换股债券换股价调整为每股 102.62 港元。正荣地产前 4 个月累计合约销售额约 14.96 亿元，同比减少 33.06。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050811424794effe20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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