港股异动 | 四环医药(00460)午后涨近17% 年内股价实现翻倍 旗下轩竹生物已向港交所递交上市申请

智通财经
Jul 14, 2025

智通财经APP获悉,四环医药(00460)午后涨近17%,年内股价实现翻倍。截至发稿,涨17.5%,报1.41港元,成交额3.24亿港元。

消息面上,6月13日,轩竹生物科技股份有限公司再度向港交所递交上市申请。招股书显示,轩竹生物为四环医药的控股子公司。四环医药间接持有轩竹生物56.47%股权。截至目前,轩竹生物有超过10种药物在研,涵盖消化系统疾病、肿瘤和非酒精性脂肪性肝炎(NASH),包括两项NDA批准资产,两个药物项目处于NDA注册阶段,四个药物项目处于I期临床试验阶段,五个药物已获IND批准。

华福证券发布研报称,四环医药坚持“医美+创新药”的双轮驱动战略,成功实现转型升级。公司医美业务表现高增,核心单品依托平台渠道放量;业绩包袱逐步出清,仿制药业务触底企稳。该行指出,四环医药顺应产业升级趋势,致力以创新获得商业附加值,经历前期多年研发积淀,创新药板块已有安奈拉唑钠及国产第二款SGLT-2惠优静创新药等产品上市,2025年5月针对乳腺癌的国家1类创新药吡西利片获批,填补国内CDK4/6抑制剂单药治疗空白。旗下子公司轩竹生物储备多款在研创新药产品,后续上市有望贡献业绩增量,可持续关注商业化兑现进度。

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