异动解读 | 和铂医药-B盘中大涨5.16%,上半年业绩暴增51倍

异动解读
Sep 01, 2025

9月1日,和铂医药-B(02142)股价盘中大涨5.16%,引发市场关注。这一涨幅与公司近期发布的亮眼业绩密切相关。

根据和铂医药最新发布的2025年中期业绩报告,公司上半年总收入达7.25亿元,净利润约5.23亿元,同比激增51倍。这一惊人的业绩增长主要得益于公司成功的商务拓展(BD)策略。报告期内,和铂医药新增4项BD交易,其中来自阿斯利康的首付款和里程碑付款等达1.75亿美元。值得注意的是,和铂医药目前累计合作已超过40项,潜在总金额逾百亿美元,被市场称为"BD之王"。

和铂医药的表现也反映了整个创新药行业的积极趋势。2025年上半年,多家创新药企业如百济神州、乐普生物等实现扭亏为盈,行业整体呈现盈利向好的趋势。此外,国家医保局近期发布的首版商保创新药目录,以及其他支持创新药发展的政策措施,都为行业带来了新的发展机遇。在这一背景下,和铂医药作为行业领先企业之一,其股价表现获得了投资者的青睐。

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