异动解读 | 石四药集团发布年报业绩不佳,股价盘中大跌6.67%

异动解读
28 Mar

石四药集团(02005)今日盘中股价大跌6.67%,主要受到公司发布的2024年度业绩报告影响。该报告显示,公司业绩出现明显下滑,投资者信心受挫。

根据公司公告,截至2024年12月31日止年度,石四药集团实现收益57.73亿港元,同比减少10.67%;股东应占溢利10.61亿港元,同比减少19.53%。每股基本盈利为0.3582港元,公司拟派末期息每股0.095港元。这一业绩表现不及市场预期,导致投资者纷纷抛售该股。

从具体业务板块来看,公司大输液和安瓿水针产品业务保持相对稳定,但受政策性和市场性因素影响,基础输液市场需求乏力、价格下滑。原料药板块整体业务受国际市场和价格因素影响,销售额同比减少11.7%。尽管口服制剂业务板块产销规模有所提升,但未能抵消其他业务板块的下滑。分析人士认为,公司业绩下滑主要受到行业政策调整、市场竞争加剧以及原料药价格波动等多重因素影响,短期内业绩改善压力较大,这也是导致股价大幅下跌的主要原因。

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