港股异动 | 恒瑞医药(01276)涨近4% 公司首次回购A股 机构看好非肿瘤领域继续贡献产品端增量

智通财经
Yesterday

智通财经APP获悉,恒瑞医药(01276)涨近4%,截至发稿,涨3.2%,报45.8港元,成交额5953.73万港元。

消息面上,恒瑞医药发布公告,于2026年9月17日斥资1450.36万元回购33.5万股A股。浙商证券研报指出,2026H1公司创新药销售收入88.09亿元,同比增长16.38%,占药品销售收入的63.16%。其中,非肿瘤创新产品收入25.45亿元,同比增长73.97%,贡献约87%的创新药收入增量,增长主要来自恒格列净以及新纳入医保的艾玛昔替尼、夫那奇珠单抗和瑞卡西单抗。该行认为,随着新纳入医保产品逐步放量,看好非肿瘤领域继续贡献产品端增量。

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