周二盘中，诺诚健华（09969.HK）股价大涨5.10%，投资者情绪高涨。这波涨势背后有着多重利好因素支撑。
近期，包括浦银国际、招银国际、开源证券和首创证券在内的多家券商纷纷给予诺诚健华"买入"评级。分析师们看好公司的业绩增长势头和产品管线拓展。特别是公司最新披露的2025年第一季度财报表现亮眼，总收入同比增长129.9%，达到3.8亿元，且当季实现盈利0.14亿元，超出市场预期。
诺诚健华的核心产品奥布替尼（商品名：宜诺凯）表现强劲，第一季度销售同比增长89.2%，达到3.1亿元。这主要得益于其三大适应症全部纳入医保后的持续放量，以及商业化团队执行能力的提升。此外，公司在自身免疫疾病领域的布局也受到分析师青睐，预计将成为未来增长的重要支柱。多个在研产品的临床进展顺利，有望在未来1-3年内带来新的增长点。这些积极因素共同推动了投资者对诺诚健华未来发展前景的信心，刺激了股价上涨。
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