异动解读 | 创新药股普遍走弱,荣昌生物盘中大跌10.88%

异动解读
Oct 23

周四盘中,港股上市的创新药企业荣昌生物(09995)股价大幅下挫,截至10时18分,跌幅达到10.88%。这一跌势不仅远超过其他同行,也引发了市场对生物制药行业前景的担忧。

从行业整体来看,当日港股创新药概念股普遍呈现震荡走弱态势。除荣昌生物外,昭衍新药、石药集团等多家公司股价也出现不同程度的下跌,反映出投资者对该板块的谨慎情绪。这种广泛性的下跌可能与行业面临的挑战有关,如研发成本高昂、审批周期长等因素。

具体到荣昌生物,公司最新的财务报告显示,虽然2025年上半年主营收入同比增长48.02%达到10.98亿元,但仍录得4.5亿元的净亏损。尽管亏损幅度较去年同期收窄,但持续的亏损状态可能引发投资者对公司盈利能力的担忧。此外,近期资金流向数据显示,主力资金呈现净流出态势,这可能加剧了股价的下跌压力。值得注意的是,尽管当前股价表现不佳,但多数机构仍对荣昌生物保持积极评级,显示出对公司长期发展前景的信心。然而,市场短期内对生物制药行业的审慎态度可能继续影响荣昌生物的股价表现。

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