异动解读|金斯瑞生物科技盘中下跌3.44%,分拆蓬勃生物消息持续发酵股价延续回落

行情直击
Sep 10

9月10日,金斯瑞生物科技盘中下跌3.44%,报32.52港元/股,成交额7494.98万港元。此前公司公告拟将间接非全资附属公司蓬勃生物分拆并于联交所主板独立上市,消息公布后股价连续波动——9月4日公告当日大跌近13%,9月8日反弹逾8%,此后再度回落,显示市场对分拆影响仍存分歧。

分拆方面,联交所上市委员会已于8月14日确认公司可继续推进该计划,分拆完成后金斯瑞仍将保持控股地位并合并报表。市场担忧主要集中于控股折价叠加(传奇生物之后再增蓬勃生物一层折价)以及潜在股权摊薄。不过也有分析指出,分拆有助于化解蓬勃生物优先股对赌协议下约4.73亿美元的赎回压力,且公司上半年AIDD业务同比翻倍增长、生命科学收入同比增28.8%,基本面仍有支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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