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百济神州
230.98
+2.84
1.24%
盘后:
229.75
-1.0150
-0.44%
17:21 EDT
成交量:
51.99万
成交额:
1.20亿
市值:
248.81亿
市盈率:
-37.72
高:
234.15
开:
229.30
低:
227.40
收:
228.14
数据加载中...
总览
公司
新闻
公告
研报掘金丨中信建投:百济神州收入持续增长,BTK海外放量超预期,维持“买入”评级
格隆汇
·
03-04
交银国际:维持百济神州(06160)“买入”评级 上调目标价至208.8港元
智通财经
·
03-04
8年狂砸700亿搞研发,百济神州亟需盈利“补现”?
投资时报
·
03-04
交银国际:百济神州指引今年经营利润转正,维持“买入”评级。
金融界
·
03-04
交银国际:百济神州指引今年经营利润转正维持“买入”评级
美港电讯
·
03-04
交银国际:升百济神州目标价至208.8港元 维持买入评级
美港电讯
·
03-04
【大行评级|高盛:上调百济神州目标价至339.05美元 上调今明两年每股盈测】高盛发表研究报告,基于百济神州去年第四季业绩及管理层对2025年的指引,将2025至2026年每股盈利预测从0.1美元及2.36美元,上调为0.62美元及3.18美元,维持“买入”评级,并将美股目标价从319.76美元上调至339.05美元。该行指出,百济神州在变革性商业合作、销售和研发方面都有出色纪录,认为该公司百济神州良好的发展条件。
金融界
·
03-04
野村:重申百济神州“买入”评级 升目标价至206.6港元
新浪港股
·
03-04
【券商聚焦】交银国际维持百济神州(06160)买入评级 指其核心产品快速放量
金吾财讯
·
03-04
百济神州因购股权获行使而发行253.35万股
新浪港股
·
03-04
百济神州(06160)因购股权获行使而发行253.35万股
智通财经
·
03-04
明年还要花300亿!百济神州“豪赌”突进
健识局
·
03-03
百济神州2024年业绩解析:创新药驱动高增长,全球化战略重塑竞争格局
新浪证券
·
03-03
大华继显:升百济神州目标价至220港元 上财年业绩胜预期
美港电讯
·
03-03
百济神州:2024 年产品收入高速增长 扭亏在望
和讯网
·
03-03
百济神州:摩通上调目标价至 311 港元 增持
和讯网
·
03-03
大行评级|摩根大通:上调百济神州目标价至311港元 去年第四季业绩表现向好
格隆汇
·
03-03
【券商聚焦】浦银国际维持百济神州(06160)“买入”评级 指收入增速超预期或进一步提振市场对公司股票的情绪
金吾财讯
·
03-03
【券商聚焦】美银证券升百济神州(06160)至“买入”评级 指其布鲁顿酪氨酸激酶抑制剂在美销售增长强劲
金吾财讯
·
03-03
百济神州根据股权计划发行普通股47.98万股
新浪港股
·
03-03
更多
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14:48","pubTimestamp":1741070918,"startTime":"0","endTime":"0","summary":"中信建投证券研报指出,百济神州-U2024全年收入持续增长,经调整利润首次转正。百悦泽在美国和欧洲销售额大幅增长,此外公司血液瘤和实体瘤临床稳步推进。基于当前业务发展态势,公司对2025年业绩作出积极展望:预计全年营业收入将达352亿至381亿元,增长动能主要来自百悦泽。考虑到公司BTK海外放量超预期,后续PD-1潜在出海,以及BCL-2和BTK CDAC等重磅管线持续兑现带来商业化进一步兑现,维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304144838a25e6113&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:43","pubTimestamp":1741070634,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,维持百济神州“买入”评级,上调美股、港股及A股目标价至348美元、208.8港元及289.22元人民币。交银国际发表报告指出,百济神州核心产品快速放量,泽布替尼美国新患份额跃居第一。去年第四季销售收入11.18亿美元,同比增长77%,包括泽布替尼8.28亿美元,按季增20%,其中美国销售6.16亿美元,按季增22%。该行上调公司2025和2026年收入预测分别至51亿和62亿美元、泽布替尼全球高峰销售预测至69亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257404.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06160","ONC","688235"],"gpt_icon":0},{"id":"2516648843","title":"8年狂砸700亿搞研发,百济神州亟需盈利“补现”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648843","media":"投资时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648843?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:42","pubTimestamp":1741070528,"startTime":"0","endTime":"0","summary":"2月27日晚间,百济神州发布2024年业绩快报。由于长年亏损,百济神州的现金及现金等价物指标持续下降,未来或仍需融资解决经营现金需求问题。截至2024年6月末,百济神州短期借款为58.71亿元、长期借款为13.48亿元,合计为72.19亿元。Wind数据显示,2021年至2023年,百济神州期末现金及现金等价物余额分别为258.75亿元、201.11亿元、150.38亿元,截至2024年第三季度末进一步下滑至121.80亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304144419989b1805&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:27","pubTimestamp":1741069677,"startTime":"0","endTime":"0","summary":"交银国际:百济神州指引今年经营利润转正,维持“买入”评级。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/04142748505300.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["06160","ONC","688235"],"gpt_icon":0},{"id":"2516617788","title":"交银国际:百济神州指引今年经营利润转正维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2516617788","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516617788?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:26","pubTimestamp":1741069612,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["399300","BK4139","06160","BK1500","YANG","LU0307460666.USD","HSTECH","159982","688235","BK0239","07226","LU0588546209.SGD","LU1969619763.USD","HSCEI","BK1161","ONC","LU2328871848.SGD","BK1588","159399","BK1583"],"gpt_icon":0},{"id":"2516697852","title":"交银国际:升百济神州目标价至208.8港元 维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2516697852","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516697852?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 10:25","pubTimestamp":1741055132,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK4139","BK1161","LU0307460666.USD","688235","06160","LU1969619763.USD","BK0239","BK4023","BK4134","ONC","BK1583","LU2328871848.SGD","LU1169589451.USD","LU1169590202.USD","LU0588546209.SGD","BK1500","III","BK1588","PD","159399"],"gpt_icon":0},{"id":"2516769791","title":"【大行评级|高盛:上调百济神州目标价至339.05美元 上调今明两年每股盈测】高盛发表研究报告,基于百济神州去年第四季业绩及管理层对2025年的指引,将2025至2026年每股盈利预测从0.1美元及2.36美元,上调为0.62美元及3.18美元,维持“买入”评级,并将美股目标价从319.76美元上调至339.05美元。该行指出,百济神州在变革性商业合作、销售和研发方面都有出色纪录,认为该公司百济神州良好的发展条件。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516769791","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516769791?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 10:25","pubTimestamp":1741055108,"startTime":"0","endTime":"0","summary":"高盛发表研究报告,基于百济神州去年第四季业绩及管理层对2025年的指引,将2025至2026年每股盈利预测从0.1美元及2.36美元,上调为0.62美元及3.18美元,维持“买入”评级,并将美股目标价从319.76美元上调至339.05美元。该行指出,百济神州在变革性商业合作、销售和研发方面都有出色纪录,认为该公司百济神州良好的发展条件。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/04102548503204.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ONC","06160","688235"],"gpt_icon":0},{"id":"2516694930","title":"野村:重申百济神州“买入”评级 升目标价至206.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516694930","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516694930?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:54","pubTimestamp":1741053240,"startTime":"0","endTime":"0","summary":" 野村发布研报称,重申百济神州“买入”评级,将目标价上调9.6%,从188.53港元上调至206.6港元。受惠于管理层提供的更高增长指引,该行上调2025和2026财年销售额预测9.1%,分别至51亿和81亿美元,下调2025财年盈利预测0.6%,上调2026年盈利预测20.4%。 野村指出,管理层对于旗下药物泽布替尼的竞争优势及2025财年的销售充满信心。虽然管理层没有提供具体产品的细节,但野村认为,美国市场的zanubrutinib仍然是主要的增长动力,同时欧盟的销售也在增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tob/2025-03-04/doc-inenmxpv5658423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ONC","688235","06160"],"gpt_icon":0},{"id":"2516907696","title":"【券商聚焦】交银国际维持百济神州(06160)买入评级 指其核心产品快速放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2516907696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516907696?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:09","pubTimestamp":1741050592,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发研报指,百济神州 核心产品快速放量,泽布替尼美国新患份额跃居第一:4Q24销售收入11.18亿美元,包括:1)泽布替尼8.28亿美元,其中美国4Q24销售6.16亿美元,受益于泽布替尼4Q24新患份额超过阿卡替尼至全美第一。全年经调整经营利润转正至4,536万美元。该行上调2025/26年收入预测至51亿/62亿美元、泽布替尼全球峰值销售预测至69亿美元。上调美股/港股/A股目标价至348.00美元/208.80港元/289.22元人民币,维持买入评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954258","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688235","06160","ONC"],"gpt_icon":0},{"id":"2516693641","title":"百济神州因购股权获行使而发行253.35万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516693641","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516693641?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 08:15","pubTimestamp":1741047300,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 百济神州(06160)发布公告,因一名董事于2025年3月3日行使购股权而发行普通股253.35万股。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-04/doc-inenmxpt8837508.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1161","LU0588546209.SGD","06160","BK1583","BK1500","688235","BK4139","BK0239","LU0307460666.USD","LU1969619763.USD","LU2328871848.SGD","BK1588","ONC"],"gpt_icon":0},{"id":"2516966028","title":"百济神州(06160)因购股权获行使而发行253.35万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516966028","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516966028?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 07:52","pubTimestamp":1741045963,"startTime":"0","endTime":"0","summary":"智通财经APP讯,百济神州(06160)发布公告,因一名董事于2025年3月3日行使购股权而发行普通股253.35万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257258.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2328871848.SGD","LU0307460666.USD","LU0588546209.SGD","LU1969619763.USD","BK1583","BK1500","BK1161","06160","BK1588","ONC","BK4139","688235","BK0239"],"gpt_icon":0},{"id":"2516639955","title":"明年还要花300亿!百济神州“豪赌”突进","url":"https://stock-news.laohu8.com/highlight/detail?id=2516639955","media":"健识局","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516639955?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 21:39","pubTimestamp":1741009180,"startTime":"0","endTime":"0","summary":"超越 恒瑞医药 登顶A股药企市值榜首后, 百济神州 又发布了2024年财报。营收快速增长,使百济神州的经营亏损显著收窄。2025年,百济神州归属于母公司所有者的净亏损49.78亿元。两款重磅炸弹收入暴增产品收入再创新高,对百济神州而言并不意外。百济神州认为,泽布替尼的安全性和有效性是同类最佳。2024年,百济神州中国区营收比重有所下降,由2023年的44.8%降至2024年的37%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303215039abe62704&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303215039abe62704&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","BK0239","ONC","06160"],"gpt_icon":0},{"id":"2516685003","title":"百济神州2024年业绩解析:创新药驱动高增长,全球化战略重塑竞争格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2516685003","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516685003?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 18:01","pubTimestamp":1740996060,"startTime":"0","endTime":"0","summary":"百悦泽是百济神州的核心增长引擎,2024年全球销售额达188.59亿元,同比增长106.4%,其中美国市场贡献138.90亿元,同比增长107.5%28。2024年,百悦泽在美国新增CLL患者中的使用率已超过伊布替尼,且在欧洲纳入多国医保后,市场渗透率持续提升。百济神州预计2025年营收将达352-381亿元,同比增长29%-40%,其中百悦泽在欧洲、亚太等新兴市场的放量是关键驱动力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031801499899bdc5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031801499899bdc5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK0239","688235","ONC","159992","06160"],"gpt_icon":0},{"id":"2516506979","title":"大华继显:升百济神州目标价至220港元 上财年业绩胜预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2516506979","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516506979?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:47","pubTimestamp":1740988023,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["06160","BK1588","BK4139","LU2328871848.SGD","BK1500","LU0307460666.USD","ONC","LU0588546209.SGD","BK1583","BK1161","LU1969619763.USD","688235","BK0239"],"gpt_icon":0},{"id":"2516506927","title":"百济神州:2024 年产品收入高速增长 扭亏在望","url":"https://stock-news.laohu8.com/highlight/detail?id=2516506927","media":"和讯网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516506927?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:33","pubTimestamp":1740987225,"startTime":"0","endTime":"0","summary":"百济神州泽布替尼高速放量,美国新患份额跃居第一,研发管线步入加速收获期。公司 2024 年产品收入 37.8 亿美元,同比+72.6%;2024Q4 产品收入 11.2 亿美元,同比+77.3%。随着运营效率提高,产品收入增长超经营费用增长,非 GAAP 准则下 2024 年经营利润 4500 万美元,扭亏为盈;GAAP 准则下经营亏损持续收窄,全年净亏损 5.68 亿美元。考虑产品放量提速,扭亏节点临近,上调 2025/2026 年归母净利润预测为 1.06/6.12 亿美元,新增 2027 年归母净利润预测 11.54 亿美元,维持“增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315381996372686&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315381996372686&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4139","ONC"],"gpt_icon":0},{"id":"2516503532","title":"百济神州:摩通上调目标价至 311 港元 增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2516503532","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516503532?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:03","pubTimestamp":1740985425,"startTime":"0","endTime":"0","summary":"【摩根大通:百济神州肿瘤业务上升,评级“增持”,目标价上调】摩根大通发表报告称,在与百济神州管理层交流和参与业绩电话会议后,更确定其肿瘤学业务快速上升。去年第四季业绩向好,收入年增约 35%,主因泽布替尼销售强劲及产品管线研发进度快。 该行预测,若 2025 年公司研发管线多个项目更新研究进展,可降临床风险及提升价值,推动股价上升,预计市场普遍预期将向上修正。摩通认为百济神州今年或录得美国通用会计原准则下的经营利润,已获批产品能提供估值支持。 摩根大通给予百济神州“增持”评级,目标价从 234 港元上调至 311 港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315085196371ca9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030315085196371ca9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688235","ONC","06160"],"gpt_icon":0},{"id":"2516508995","title":"大行评级|摩根大通:上调百济神州目标价至311港元 去年第四季业绩表现向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2516508995","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516508995?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 14:46","pubTimestamp":1740984397,"startTime":"0","endTime":"0","summary":"摩根大通发表报告指,近日与百济神州管理层交流以及参与业绩电话会议后,更确信其肿瘤学业务正处于快速上升轨道。去年第四季业绩表现向好,收入按年增长约35%,主要来自于泽布替尼销售势头强劲,以及产品管线研发进度迅速的带动。该行目前预测,若2025年公司研发管线多个项目更新研究进展,可降低临床风险及提升价值,将动股价上升,预计市场普遍预期将向上修正。摩通认为百济神州正处于一个关键转折点,预测今年可录得美国通用会计原准则下的经营利润,除现有研发管线外,已获批产品亦可提供估值支持,给予“增持”评级,目标价从234港元上调至311港元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/03/03144648481041.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ONC","06160","688235"],"gpt_icon":0},{"id":"2516577648","title":"【券商聚焦】浦银国际维持百济神州(06160)“买入”评级 指收入增速超预期或进一步提振市场对公司股票的情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=2516577648","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516577648?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 14:00","pubTimestamp":1740981601,"startTime":"0","endTime":"0","summary":"金吾财讯 | 浦银国际发研报指,百济神州 4Q24公司产品收入达到11.18亿美元,大致符合VisibleAlpha一致预期和该行预期,其中泽布替尼销售好于VA和该行预期;净亏损为1.52亿美元,符合该行预期,尽管略高于VA预期。百济连续三个季度实现经调整NON-GAAPOP,4Q24实现7,860万美元盈利,在2Q/3Q24基础上进一步提升,符合该行预期。该行认为,超出市场预期的强劲收入增速显示出百济强大的海外商业化能力,有助于在目前乐观市场行情背景下进一步提振投资者对于公司股票的情绪。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954215","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688235","ONC","06160"],"gpt_icon":0},{"id":"2516735115","title":"【券商聚焦】美银证券升百济神州(06160)至“买入”评级 指其布鲁顿酪氨酸激酶抑制剂在美销售增长强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2516735115","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516735115?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 11:06","pubTimestamp":1740971210,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美银证券发研报指,由于Brukinsa(布鲁顿酪氨酸激酶(BTK)的小分子抑制剂)在美国的销售增长强劲,而上调其收入预测,从而整体上调百济神州(06160)今年至2027年的收入预测分别6%、11.8%及15.5%。该行亦因为公司的产品及项目组合扩张而调整了其研发和行政支出。该行表示,公司为今年全年提供指引,收入增长落在29%至39%,并称经营收入及今年自经营活动的现金流产生为正面。将百济神州评级由“中性”升至“买入”,目标价由125港元升至193.23港元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954190","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["161027","688235","ONC","06160"],"gpt_icon":0},{"id":"2516526457","title":"百济神州根据股权计划发行普通股47.98万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516526457","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516526457?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 08:32","pubTimestamp":1740961920,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 百济神州(06160)发布公告,该公司于2025年2月28日因根据股权计划授出的受限制股份单位获归属(本公司董事除外)而发行普通股47.98万股。\n 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