荣昌生物(09995)今日盘中大涨5.10%，引发市场关注。
消息面上，公司此前披露的半年度业绩预告显示，预计上半年营收约58.5亿元，同比增长约433%；归母净利润约47亿元，较上年同期净亏损4.5亿元实现扭亏为盈。业绩大幅增长主要受益于核心产品泰它西普、维迪西妥单抗国内销售持续放量，以及与艾伯维就RC148签署独家授权许可协议带来的技术授权收入（首付款6.5亿美元）大幅增加。
此外，新版国家基本药物目录近期发布，公司关键品种有望迎来进一步放量机会，生物科技板块整体走强也对股价形成了联动效应。
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