异动解读 | 业绩显示CDMO业务增长及国际化突破,东曜药业-B盘中大涨5.12%

异动解读
Mar 19

东曜药业-B今日盘中大涨5.12%,引起了市场的广泛关注。

消息面上,公司于近期发布了截至2025年12月31日止的年度业绩报告。报告显示,尽管公司整体收益有所下降并录得亏损,但其CDMO(合同研发生产组织)业务表现亮眼,收入同比增长13%,已成为公司稳定的“压舱石”。

此外,公司在战略转型与国际化方面取得重要进展。自研产品朴欣汀®(贝伐珠单抗注射液)已在五个国家获得上市批准并完成首次海外订单发货,实现了从“注册获批”到“商业销售”的关键跨越。同时,公司已签约未完成订单达3.08亿元,同比增长61%,成功赋能全球首款EGFR ADC药物在中国获批,展现了在ADC等高壁垒领域的硬核实力。这些积极因素可能增强了市场对公司未来增长潜力的信心,从而推动了股价的上涨。

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