石药集团（01093）今日盘中大涨12.17%，截至13:19，股价报7.57港元，成交额超15亿港元。
石药集团今日公布2025年第一季度业绩。公司录得收入70.15亿元人民币，同比下降21.9%；股东应占溢利14.78亿元人民币，同比下降8.4%。每股基本盈利12.91分人民币。成药业务收入55亿元人民币，同比下降27.3%，主要受药品集中带量采购及医保目录药品价格调整影响。研发费用13.02亿元人民币，同比增加11.4%，约占成药业务收入的23.7%。
尽管业绩出现下滑，但投资者似乎对公司的长期发展前景保持乐观。野村证券发布研报，将石药集团目标价由6.55港元上调22%至8.02港元，维持"买入"评级。该行预计公司2025年第一季度盈利将同比增长47%，认为去年两项授权交易的潜在收入确认将抵消药品销售额的下降。此外，公司目前有近90个产品在临床试验的不同阶段，其中10个已递交上市申请，超30个重点产品处于注册临床阶段，显示出强劲的研发管线。
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