异动解读 | 云顶新耀-B盘中大跌5.07%,年度亏损扩大引发投资者担忧

异动解读
27 Mar

创新药企云顶新耀-B(01952.HK)今日盘中大跌5.07%,延续了昨日发布2024年度业绩报告后的下跌趋势。尽管公司营收实现大幅增长,但亏损持续扩大引发了投资者的担忧。

根据云顶新耀发布的2024年度业绩报告,公司实现营业收入7.07亿元人民币,同比增长461.16%。然而,公司权益持有人应占年内亏损约10.41亿元,较上年同期的8.44亿元亏损进一步扩大。每股基本亏损为3.24元。值得注意的是,公司的分销及销售开支大幅增长119.9%至5.08亿元,主要由于扩大商业化团队和活动所致。

云顶新耀表示,收入增长主要受益于依嘉®销售强劲增长及耐赋康®在中国大陆成功上市。但亏损扩大主要是由于2024年上半年与mRNA COVID-19疫苗相关的无形资产出现一次性、非经常性减值亏损。尽管公司在商业化方面取得进展,但持续的亏损状况使投资者对其长期盈利能力产生疑虑,导致股价承压。

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