异动解读 | CSL股价盘中大跌13.19%,推迟分拆疫苗部门计划

异动解读
Oct 28, 2025

澳大利亚生物技术公司CSL(CSL.AU)今日盘中股价大跌13.19%,引发市场广泛关注。

据悉,CSL宣布推迟其原定于2026财年完成的疫苗部门Seqirus分拆计划。公司表示,由于美国流感疫苗市场波动加剧,目前的市场条件不利于实现股东价值最大化,因此决定推迟分拆时间。

CSL在声明中指出,自8月份宣布分拆计划以来,美国流感疫苗接种率的下降速度超过预期。这一趋势促使公司下调了2026财年Seqirus业务的整体收入预期。CSL强调,公司将在市场条件有利于股东价值最大化时再考虑进行分拆。此前,CSL曾计划在明年6月前将CSL Seqirus分拆成一个独立的上市实体,并裁员约3000人。

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