港股上市公司翰森制药(03692.HK)今日盘中大涨6.77%,引发市场广泛关注。截至收盘,该股报23.55港元,成交额达4.05亿港元。
翰森制药股价上涨主要受两方面因素推动。首先,公司2024年财报超出市场预期。交银国际指出,翰森制药2024年收入和净利润分别增长21.3%和33.4%,达到123亿元和43.7亿元。创新药收入95亿元,其中产品收入约80亿元,同比增长28.5%,对总收入贡献约65%。
其次,公司主打产品阿美乐(Ameile)销售前景看好。摩根士丹利报告称,阿美乐销售峰值指引从60亿元人民币上调至80亿元人民币,并设定2025年60亿元人民币销售目标。此外,管理层预计今年产品销售将实现双位数增长,其中创新药将实现25%增长。这些利好消息激发了投资者信心,推动翰森制药股价大幅上涨。
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