5月15日周四盘中，诺诚健华（09969.HK）股价大涨5.11%，引发市场关注。这一涨势主要受到公司发布的2025年第一季度财报超预期的推动。
根据诺诚健华发布的财报，公司2025年第一季度实现总收入3.81亿元人民币，同比增长129.9%。其中，核心产品奥布替尼（宜诺凯?）的销售收入达到3.11亿元，同比增长89.2%。更值得注意的是，公司扭亏为盈，实现归母净利润1,797万元，这一表现好于分析师此前的预期。
除了强劲的产品销售外，诺诚健华还从与Prolium达成的授权许可协议中获得了约7千万元的首付款收入。此外，公司的产品销售毛利率进一步提升至88.4%，显示出良好的成本控制能力。基于一季度的优异表现，公司管理层将全年奥布替尼收入增速预期从30%上调至35%。浦银国际在最新研报中维持诺诚健华"买入"评级，目标价11.7港元，进一步增强了投资者信心。
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