异动解读 | 百奥赛图-B盘中大涨5.82%,年报扭亏为盈引发投资者热捧

异动解读
Mar 27, 2025

港股上市公司百奥赛图-B(02315)今日盘中大涨5.82%,引发市场广泛关注。这一显著涨幅主要源于公司近期发布的2024年度业绩报告,显示公司财务状况明显改善,成功实现扭亏为盈。

根据公司公告,百奥赛图2024年全年实现营收9.80亿元人民币,同比增长36.8%;净利润3353.7万元,相较去年同期亏损3.83亿元实现扭亏为盈。值得注意的是,公司净经营活动现金流入达2.11亿元,财务健康度大幅提升。这一业绩表现超出市场预期,显示公司已成功进入可持续增长的新发展阶段。

分析人士指出,百奥赛图的强劲表现主要得益于其抗体发现业务的高速增长。2024年该业务板块营收达3.18亿元,同比增长80.7%。公司"千鼠万抗"计划进入快速收获期,全年新增签署约100项药物合作开发/授权/转让协议。此外,公司积极布局AI驱动的抗体药物研发平台,有望为未来业务发展注入新动力。在生物科技行业整体复苏和AI技术发展的双重推动下,百奥赛图作为兼具稀缺性与成长性的优质标的,其估值有望进一步提升。

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