智通财经APP获悉，云顶新耀-B(01952)涨超4%，截至发稿，涨4.64%，报56.4港元，成交额4.03亿港元。
消息面上，云顶新耀近日发布2024年全年业绩，收益7.07亿元(人民币，下同)，同比增加461.16%；毛利5.27亿元，同比增加475.72%。公告称，收入增长主要归因于依嘉®及耐赋康®于中国大陆的强劲销售表现。在中国大陆以外的市场，依嘉®在中国香港及新加坡的销售额继续上升，而耐赋康®于中国香港及新加坡成功上市， VELSIPITY®则于中国澳门上市并于广东省推出。
美银证券研报指出，随着销售逐步提升、2024年Nefecon纳入国家医保药品目录以及管线产品的稳定进展，对云顶新耀在2025至2027年的收入增长更具信心。同时，由于规模效应，将2025至27年各年毛利率预测分别上调0.3个百分点、0.5个百分点和0.5个百分点。
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