石四药集团（02005）今日盘中大跌5.41%，引起市场广泛关注。这一显著跌幅主要源于公司公布的2025年中期业绩不及预期。
根据公告，石四药集团2025年上半年销售收入约21.47亿港元，同比下降约35.7%；公司股权持有人应占溢利约2.835亿港元，同比下降约58.7%。每股盈利0.0962港元，中期息0.05港元/股，较去年同期的0.08港元/股有所下调。业绩下滑主要受到静脉输液和安瓿注射液销量下降的影响，其中静脉输液的整体销量较去年同期下降37%。
分析人士指出，石四药集团业绩大幅下滑反映了医药行业面临的挑战，包括带量采购范围扩大、行业竞争加剧等因素带来的持续价格压力。尽管公司在口服制剂和制剂出口业务方面取得了一定增长，但仍未能抵消主要业务的下滑。投资者对公司短期内扭转业绩下滑趋势的能力产生担忧，导致股价承压。
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