异动解读 | 医脉通盘中大涨近8%,年度业绩亮眼推动股价上扬

异动解读
25 Mar

3月25日,医脉通(02192)股价表现强劲,盘中大涨7.99%,引发市场关注。截至发稿时,该股报13.9港元,涨幅为6.76%,成交额达8258.83万港元。

医脉通股价大涨主要受其发布的2024年度业绩报告推动。公司公布的财报显示,2024年收益约5.58亿元,同比增长35.5%;毛利约3.27亿元,同比增长30.2%;母公司拥有人应占溢利约3.15亿元,同比增长30.1%。每股基本盈利为43.23分,公司拟派末期股息每股0.1366元,高于上年同期的0.1248元。

值得注意的是,医脉通的精准营销解决方案业务表现突出。2024年,该业务板块收入达5.125亿元,较2023年的3.727亿元增长37.5%。德邦证券最近的研报指出,医脉通正在通过横向拓展和纵向延伸战略布局,不断扩大公司的业务范围和价值链。公司围绕临床专科进行专科化建设与运营,同时在药品临床研究、数字营销和患者管理等方面进行能力建设和投资并购,旨在全面满足制药企业客户的需求。此外,医脉通还计划基于其海量数据开发垂直大模型,进一步增强公司的竞争优势。

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