今日盘中，和黄医药（HCM）股价大跌6.26%，引发市场关注。这一跌势可能与公司最新发布的2024年财报以及正在进行的业务转型有关。
据和黄医药最新财报显示，2024年公司实现综合收入6.302亿美元，同比下滑24.8%；应占净收益3772.9万美元，同比减少62.56%。尽管整体业绩呈现下滑态势，但公司肿瘤业务表现亮眼，市场销售额同比增长134%至5.01亿美元。其中，呋喹替尼（FRUZAQLA®）在海外市场表现尤为突出，销售额达2.906亿美元。
值得注意的是，和黄医药正加速向创新药企业转型。公司近年来频繁剥离中药资产，包括今年初以6.08亿美元出售上海和黄药业45%股权。这一战略转型虽然有望提升公司长期竞争力，但短期内可能给投资者带来不确定性，从而影响股价表现。此外，今日李嘉诚旗下多家公司股价均出现下跌，包括长和跌3.9%，长实集团跌6.84%，这可能反映出市场对相关公司的整体看法趋于谨慎。
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