异动解读 | 诺诚健华半年报后盘中大跌5.09%,上半年亏损收窄但仍未盈利

异动解读
Aug 20

创新药企诺诚健华(688428)今日盘中大跌5.09%,引发市场关注。截至上午10:41,该股报价30.03元。

消息面上,诺诚健华于昨日(8月19日)晚间发布2025年半年度报告。财报显示,公司上半年实现营收7.31亿元,同比增长74.26%;归属母公司股东净亏损3009.14万元,较上年同期2.62亿元的亏损大幅收窄88.51%。虽然业绩有所改善,但公司仍未实现盈利,这可能是导致股价下跌的主要原因之一。

分析人士指出,尽管诺诚健华的核心产品奥布替尼销售放量,上半年收入同比增长52.8%至6.37亿元,但公司研发投入仍然较大,达到4.5亿元,占营收的61.48%。高研发投入虽然有利于公司长期发展,但短期内会对盈利能力造成压力。此外,市场对生物医药板块整体表现疲软,也可能对诺诚健华股价造成拖累。

展望未来,诺诚健华表示将继续推进创新、商业化和国际化战略。公司计划在未来3-5年推进多款创新药获批上市,推动3-4款产品国际化。但投资者仍需关注公司后续的盈利能力改善情况及研发进展。

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