异动解读 | 神威药业中期业绩优于预期,盘中大涨5.39%

异动解读
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尽管2025年上半年业绩出现下滑,神威药业(02877)今日盘中股价却大涨5.39%,引发市场关注。该公司刚刚公布的中期业绩显示,虽然收入和利润均有所下降,但整体表现似乎优于市场预期。

根据公告,神威药业2025年上半年收益为16.53亿元人民币,同比下降20.8%;期内溢利为6.15亿元人民币,同比小幅下降1.89%。值得注意的是,尽管业绩下滑,公司仍维持每股11分人民币的中期股息,与去年同期持平,显示出管理层对公司未来发展的信心。

分析人士指出,神威药业在收入大幅下滑的情况下,净利润仅小幅下降,反映出公司良好的成本控制能力。虽然毛利率从去年同期的75.3%下降至72.2%,但仍保持在较高水平。这些因素可能是投资者看好该股的原因,推动股价上涨。此外,市场可能认为公司在当前经济环境下的表现已经相对不错,预期未来业绩有望改善,从而带动股价上涨。

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