智通财经APP获悉，天星医疗(01609)跌超5%，截至发稿，跌5.51%，报75.4港元，成交额261.98万港元。
消息面上，天星医疗四大基石投资者所持有的292.29万股限售股将于11月5日正式解禁，该等股份占全球发售的34.7%，占公司已发行总股本的5.34%。该公司自今年5月5日以98.50港元上市，首日盘中最高见299港元，其后持续阴跌，10月2日更创下74.25港元的历史最低价。分析指出，从上市首日的高光表现，到如今的破发阴跌，这其实是过热的市场情绪、较小的流通盘、透支的估值水平，与价值回归四大因素共同作用的结果。
值得关注的是，得益于核心产品植入物的销售放量，天星医疗近几年收入快速增长。不过，高增长的背后，天星医疗正面临带量采购政策的冲击。招股书披露，自2024年起，在全国范围内对运动医学植入物实施的带量采购中，公司19款植入物中有14款被纳入。受此影响，植入物的平均售价从2023年的每件711.9元降至2024年的每件446.3元，降幅达37.3%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.