异动解读 | 荣昌生物盘中大涨5.09%,三季度业绩改善及新药研发进展推动股价上涨

异动解读
Nov 13

荣昌生物(688331)今日盘中大涨5.09%,引发市场关注。此次股价上涨主要得益于公司三季度业绩的显著改善以及多项新药研发的重要进展。

根据公司最新披露的财务数据,荣昌生物2025年第三季度营业收入达6.2亿元,环比增长8.7%,前三季度累计收入同比增长42.3%。值得注意的是,公司综合毛利率达84.6%,同比增长2.5个百分点,显示出良好的盈利能力。尽管第三季度仍有1.01亿元亏损,但前三季度累计亏损同比大幅减少48.6%,达到5.5亿元,体现出公司经营状况的持续改善。

在新药研发方面,荣昌生物也取得了多项重要突破。公司的RC18产品在治疗免疫球蛋白肾病(IgN)和干燥综合征(SS)方面的新药上市申请已获受理,其治疗系统性红斑狼疮(SLE)的研究结果还发表于《新英格兰医学杂志》。此外,公司的RC48产品在尿路上皮癌(UC)联合疗法的III期临床试验成果也在欧洲肿瘤内科学会(ESMO)年会上公布,并发表于《新英格兰医学杂志》。这些研发进展无疑增强了投资者对公司未来发展的信心,推动了股价的上涨。

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