野村发表报告，将科伦博泰生物-B(06990.HK) 评级由“买入”降至“中性”，目标价就由211.87元大幅升至434.36元。
报告指，科伦博泰生物上半年收入按年下降31.3%至9.5亿元人民币(下同)，超出市场预期5%。公司在一般及行政费用/销售费用上分别支出7,400万元及1.79亿元，以进一步支持佳Jiatailai的市场推广，当前商业团队有350名员工，但研发费用按年降低6.3%至6.12亿元。因此上半年净亏损为1.45亿元，相比2024年上半年净利润3.1亿元。截至2025年上半年末，公司持有现金及金融资产45.3亿元，相较于2024年财年末的30.6亿元，部分得益于2025年6月新股发行，募集资金约17.5亿元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-19 16:25。)
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