港股异动|四环医药涨超9.3%创逾三年半新高,中报扭亏转盈,布局AI+医美创新赛道

格隆汇
Sep 03, 2025

四环医药(0460.HK)盘中一度涨超9.3%,最高触及1.64港元,创2022年2月以来新高。该股年内累计涨幅超140%。 消息面上,四环医药近期公布中期业绩,期内实现营收11.46亿元,同比增长20.7%;归母净利润1.03亿元,同比扭亏为盈;整体毛利率66.1%,同比提升2pcts。其中,医美业务表现亮眼,实现收入5.9亿元,同比增长81.3%,分部利润达3.1亿元,同比增长215.3%。公司宣派中期现金股息0.99分。 华福证券研报指,四环医药基本面修复持续推进,中报业绩扭亏强化未来的增长信心,维持对其“买入”评级。当前医美与创新药新品均已上市,有望加强管线协同力与业绩兑现度。 另外,四环医药日前宣布,为推动人工智能技术在医疗美容产品研发领域的深度应用与产业化落地,集团已与深原质药生物科技(北京)有限公司签署框架协议。双方将联合成立由集团主导的AI研发公司,共同探索AI驱动的新型医美产品开发,此举标志着集团在AI+医美创新赛道的战略布局进入实质性阶段。(格隆汇)

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