Market Brief

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Author

劉智健先生 (CK Lau)
助理經理

股票研究投資經驗豐富。利用市場數據、技術走勢及投資氣氛用來分析市況,配合合適的投資工具,為客戶評估風險提供買賣策略。喜歡研究資源類及內需類股票 。
Phone:
2943 7499

山東新華製藥股份 0719.HK,首三季純利2.93億元人民幣升2.8%

Friday, December 2, 2022 Views5312

公司概覽

主要從事開發、製造和銷售化學原料藥、製劑、醫藥中間體及其他產品。

 

截至2022年9月30日止首三季業績(未經審核)

營業收入約為人民幣(下同)54.53億元,同比增加 10.39%。

歸屬於上市公司股東的淨利潤: 2.93億元,同比增加 2.84%。

每股基本盈利為0.45元。

 

業務概覽

  • 上半年集團克服疫情、國際市場動盪、原材料價格上漲、市場競爭加劇等諸多不利因素影響,狠抓市場開拓,科學組織生產,加大研發力度,積極推進項目建設,企業保持了穩定的發展態勢。
  • 保障市場需求,發揮營銷龍頭帶動作用:
  • 針對疫情管控要求,採取切實可行辦法,上半年重點暢銷產品及新產品均實現了增產,有力保障了市場需求。
  • 科技創新取得新成果:
  • 上半年共取得5個新產品批件,2個一致性評價批件,2個原料藥文號,獲得授權專利3件。抗AD創新藥物OAB-14等重點創新藥物研發有序推進。
  • 重點建設項目有序推進:
  • 基礎管理持續深化不斷加強:
  • 嚴格落實疫情防控措施,公司保持零感染。生命線工程運行穩定,上半年無一般及以上安全環保質量事故發生。

 

未來展望

受國際形勢及疫情影響,下半年本集團主導原料藥產品面臨的市場競爭更加激烈,但本集團亦將採取切實可行的措施,確保產品出口總體穩定。隨著本集團特色原料藥保持快速發展,製劑戰略品種市場份額不斷提高,製劑合作項目落地和商業化生產快速推進,企業新的增長點正在形成,發展後勁持續增強。

1. 強化生產保障,全力降本增利,嚴控費用支出

2. 加快推進新品研發和技術進步

3. 加快推進重點項目建設,儘快實現達產達效

 

山東新華製藥股份(00719)昨日收市價,5.34元,

11月份開始成交配合上升, 以前阻力位為參考, 參考目標價為HK$6.39。
 

*資料來源: 集團公告

 

如有查詢 請聯繫Mr CK LAU

辦公室電話: 29437499

電郵: chikinlau@phillip.com.hk

December 1, 2022

註:本人劉智健為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

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