异动解读 | 再鼎医药盘中大跌5.68%,一季度业绩疲软拖累股价

异动解读
May 08

再鼎医药今日盘中股价大跌5.68%,引发了市场广泛关注。

消息面上,公司此前发布的2026年第一季度业绩报告表现疲软。报告显示,公司第一季度总收入约为9960万美元,同比下降约6%;产品收入净额同比下降约10%,若按固定汇率计算则下降12%。同时,公司亏损净额扩大至约5100万美元,较上年同期有所增加。

业绩下滑的主要原因包括核心产品“则乐”面临市场竞争影响,以及“卫伟迦”因与国家医保目录续约而进行价格调整。此外,公司的研发开支有所增加,进一步加剧了亏损。这份不及预期的财报导致市场对公司短期基本面承压的预期升温,从而拖累了股价表现。

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