和黄医药（HCM）今日盘中大涨5.08%，引发市场关注。中金公司最新研报维持和黄医药"跑赢行业"评级，目标价30港元，较当前股价仍有24.7%上涨空间，这一积极评价可能是推动股价上涨的主要因素之一。
尽管和黄医药2025年上半年业绩低于预期，收入同比下降9%至2.78亿美元，但公司海外业务表现亮眼。其核心产品呋喹替尼（FRUZAQLA®）在海外市场的销售额达到1.63亿美元，同比增长24.75%。截至2025年上半年，呋喹替尼已在超过30个国家和地区获批上市，医保覆盖范围不断扩大，市场份额持续提升。
此外，和黄医药在研发方面也取得进展。公司计划在2025年下半年将首个抗体靶向偶联药物（ATTC）候选药物HMPL-A251推进至临床阶段。中金分析师认为，得益于赛沃替尼新适应症获批和呋喹替尼海外放量顺利，公司下半年产品销售收入趋势有望改善。尽管国内市场面临一些挑战，但海外业务的强劲增长和研发管线的稳步推进，似乎增强了投资者对和黄医药长期发展前景的信心。
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