诺诚健华（09969）今日盘中大涨5.24%，截至发稿，股价报10.46港元。这一显著涨幅主要受公司一季度业绩超预期及核心产品销售强劲增长的推动。
根据公司最新财报，诺诚健华2025年第一季度实现营收3.81亿元，同比增长129.92%，环比增长22.32%。更值得注意的是，公司首次实现单季度盈利，归母净利润达1797万元。公司核心产品奥布替尼表现亮眼，2025年第一季度销售收入达3.11亿元，同比大幅增长89.22%。
受此利好消息影响，公司管理层上调了全年奥布替尼收入增速指引，从原先的30%上调至35%。浦银国际分析指出，奥布替尼一季度销售好于预期，显示出积极的商业化进展。该机构认为，奥布替尼的强劲增长主要受益于独家适应症MZL持续放量推动、r/r CLL/SLL市场份额提升以及DOT延长。预计MZL对整体奥布替尼收入贡献占比将从2024年的30%提升至2025年的50%，进一步支撑公司业绩增长。
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