石药集团(01093.HK)首季纯利升26.9%至14.72亿元 抗肿瘤收入增逾二成
格隆汇5月24日丨石药集团(01093.HK)公布，截至2021年3月31日止3个月，集团实现收入总额67.34亿元人民币(单位下同)，同比增长9.9%；基础溢利14.72亿元，同比增长63.3%；股东应占溢利14.72亿元，同比增长26.9%；每股基本盈利12.29分。
成药业务
在医药行业改革深化及市场竞争加剧的经营环境下，集团继续采取专业学术推广、医院开拓、市场下沉、临床应用范围拓展、专业销售队伍扩大等措施，推动成药业务的持续增长。于2021年第一季，成药业务录得销售收入54.8亿元，较去年同期增加9.1%，实现稳定的增长。
神经系统疾病产品：主要产品包括恩必普(丁苯酞软胶囊及丁苯酞氯化钠注射液)、欧来宁(奥拉西坦胶囊及注射用奥拉西坦)、舒安灵(己酮可可碱缓释片及己酮可可碱注射液)、恩悉(盐酸普拉克索片)及欧来妥(盐酸美金刚片)。于期内，神经系统疾病产品录得销售收入17.95亿元，同比增加8.5%，其中恩必普的销售收入增加8.7%、舒安灵增加647.5%。
抗肿瘤产品：主要产品包括多美素(盐酸多柔比星脂质体注射液)、津优力(聚乙二醇化重组人粒细胞刺激因子注射液)、克艾力(注射用紫杉醇白(蛋白结合型))及万可达(注射用硼替佐米)。于期内，抗肿瘤产品录得销售收入18.69亿元，同比增加20.4%，其中多美素的销售收入增加60.1%、克艾力增加8.4%(销量增加252%，去年同期的产品价格为集采结果执行前的价格)、津优力增加2.3%。抗感染产品：主要产品包括舒罗克(注射用美罗培南)、诺莫灵(阿莫西林胶囊)、先曲╱石药(注射用头孢曲松钠)、中诺立新(注射用头孢呋辛钠)、新维宏(阿奇霉素片)、维宏(阿奇霉素分散片╱胶囊╱肠溶片)。于期内，抗感染产品录得销售收入7.01亿元。
原料产品业务
受惠于产品价格上升，维生素C产品于期内录得销售收入5.24亿元，较去年同期增加22.9%。抗生素及其它产品的销售收入亦因销量上升增加31%至3.89亿元。
功能食品及其它业务
该业务于期内录得销售收入3.41亿元。
报告期内的研发费用达6.91亿元(计入损益表中)，同比增加21.7%，约占成药业务收入的12.6%。目前在研项目约300个，其中小分子创新药40余项、大分子创新药40余项，新型制剂20余项，主要聚焦于肿瘤、自身免疫、精神神经、消化和代谢、心脑血管系统及抗感染治疗领域。目前有30个产品处于药品注册审评待批阶段，39个产品正在开展临床试验(包括31个创新药以及8个新型制剂)，以及5个产品待批临床批件。
未来三年，集团预计将上市新产品60余个，其中预计市场空间超过10亿元的重磅品种将不少于15个，而纳米技术平台研发的米托蒽醌脂质体、多西他赛白蛋白纳米粒、紫杉醇白蛋白纳米粒(速溶)等产品，都是具有全球专利及极具市场价值的重磅产品。这些产品的上市必将强力支撑集团未来的高质量增长。
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