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医药生物行业景气度提升 10家药企预计全年增速超90%

2017-11-09 07:36:00   中国经济网

■记者 张 敏

近日,医药生物行业引起了市场的追捧。医药生物行业上市公司业绩走向也引起了市场关注。同花顺数据显示,医药生物行业84家上市公司发布了2017年业绩预告。70家上市公司业绩预喜,包括17家公司业绩预增,13家上市公司预计业绩续盈,37家公司预计业绩略增,3家公司预计扭亏。

此外,4家公司预计业绩预减,2家公司业绩预计首亏,3家公司预计业绩略减,5家上市公司因多重因素业绩存不确定性。

数据显示,上述84家上市公司中,20家上市公司业绩增幅超50%,其中10家上市公司预计业绩增幅超90%,7家上市公司预计2017年业绩翻倍。

贝瑞基因预计2017年业绩增幅超6305%。不过,贝瑞基因公布的数据显示,预计2017年度本公司将实现归属于母公司的净利润为23000万元至26000万元,与上年同期相比公司将实现扭亏为盈。据了解,2017年8月10日贝瑞基因重大资产重组实施完毕,依据相关规定,合并日之后借壳方北京贝瑞和康生物技术有限公司将作为财务上的母公司,按照反向购买会计处理原则对公司的财务数据进行合并。

丽珠集团预计2017年实现盈利43.2亿元至44.7亿元,同比增长451%至470%。丽珠集团介绍,公司2017年度业绩与上年同期相比同向上升,业绩变动的主要原因是,公司及子公司丽珠集团丽珠制药厂转让子公司珠海维星实业有限公司100%股权,本次股权转让已于 2017年7月17日完成,公司预计本次交易将增加公司归属于上市公司股东的净利润约人民币34.98亿元。此外,公司各领域业务销售保持稳定增长,促使公司2017年度营业收入及营业利润持续稳定增长。

此外,益盛药业、健康元、永安药业、紫鑫药业、双成药业预计2017年净利润将实现翻倍式增长。

从净利润规模来看,48家上市公司预计2017年实现的净利润上限超亿元。

同花顺数据显示,13家上市公司预计2017年业绩将出现下滑。其中九安医疗业绩下滑幅度较大。

九安医疗预计2017年实现净利润约为亏损1.5亿元至亏损1.3亿元,2016年该值为盈利1449.79万元。对此,九安医疗称,报告期内,公司将继续围绕“以可穿戴设备及智能硬件为入口进入移动医疗和健康大数据领域,进而围绕用户建立健康生态系统”的战略,构建软硬件一体化创新服务模式,前次募投项目也将继续逐步建设。公司向移动医疗转型已经进入攻坚阶段,需要继续加大研发投入力度。

海普瑞预计2017年实现归属于上市公司股东的净利润约为7000万元至15000万元,同比下滑82.36%至下滑62.21%。海普瑞称,公司业绩下滑主要是因为肝素原料采购价格上涨导致毛利率下降,以及财务费用上升及和投资收益减少。

沃森生物预计2017年实现盈利3000万元至5100万元,同比下降27%至下降57%。沃森生物解释称,2017年公司积极拓展自主生产疫苗销售业务,23价肺炎球菌多糖疫苗成功上市销售,使自主生产疫苗产品销售收入和净利润实现了同步增长。但因公司2017年持续保持对重点新产品13价肺炎结合疫苗、HPV疫苗,赫赛汀单抗、类克单抗、PD-1单抗、白介6单抗等产品临床研究的高强度投入;同时公司获得的政府补助和其他营业外收入较上年减少约15900万元,导致2017年归属于上市公司股东的净利润较上年同期下降。

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