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再鼎医药
18.990
-0.320
-1.66%
手动刷新
成交量:
392.15万
成交额:
7,370.49万
市值:
216.11亿
市盈率:
-15.10
高:
19.500
开:
19.500
低:
18.590
收:
19.310
52周最高:
24.760
52周最低:
12.310
股本:
11.38亿
香港流通股本:
11.38亿
量比:
1.04
换手率:
0.34%
股息:
- -
股息率:
- -
每股收益(LYR):
-1.258
净资产收益率:
-26.91%
总资产收益率:
-14.75%
市净率:
4.54
市盈率(LYR):
-15.10
市销率:
6.12
数据加载中...
总览
公司
新闻资讯
公告
异动解读|再鼎医药盘中下跌5.03%,总裁离职叠加核心产品收入骤降
行情直击
·
05/28
547万美元年薪总裁匆匆离场,再鼎医药发生了什么?
华夏时报网
·
05/25
再鼎医药(09688):Josh Smiley不再担任公司总裁兼首席运营官
智通财经
·
05/22
《大行》中金降再鼎医药(09688.HK)目标价至20.2元 首季业绩符预期
阿斯达克财经
·
05/19
【券商聚焦】招银国际:AI有望改变创新药研发范式
金吾财讯
·
05/19
【券商聚焦】中信建投:创新药迎盈利兑现期 国内商业化与海外授权双轮驱动业绩增长
金吾财讯
·
05/18
再鼎医药(ZLAB)逆市上涨1.52% zoci近日获美国FDA快速通道资格认定
金吾财讯
·
05/15
再鼎医药(09688)出现大手卖出32.13万股,成交价$16.09,涉资516.972万
阿斯达克财经
·
05/15
港股异动 | 再鼎医药(09688)尾盘涨超5% zoci获FDA快速通道资格认定 用于治疗肺外神经内分泌癌
智通财经网
·
05/15
异动解读 | 再鼎医药盘中大涨5.11%,核心ADC管线获FDA快速通道资格认定
异动解读
·
05/14
格隆汇个股放量排行榜 | 5月13日
格隆汇
·
05/13
再鼎医药(09688):授出购股权及受限制股份单位
智通财经
·
05/12
港股异动 | 再鼎医药(09688)早盘涨超5% zoci获FDA快速通道资格认定
智通财经
·
05/12
再鼎医药(ZLAB)自研药物Zoci获美国FDA授予快速通道资格
金吾财讯
·
05/11
再鼎医药DLL3靶向ADC药物Zoci获美国FDA快速通道资格,用于治疗肺外神经内分泌癌
美股速递
·
05/11
《大行》中银国际降再鼎医药(09688.HK)评级至“持有” 目标价削半至17元
阿斯达克财经
·
05/11
《大行》大摩降再鼎医药(09688.HK)目标价至19元 反映首季业绩后预测调整
阿斯达克财经
·
05/11
创新管线即将步入密集催化阶段,探寻再鼎医药(09688)否极泰来的“三张底牌”
智通财经
·
05/08
异动解读 | 再鼎医药盘中大跌5.68%,一季度业绩疲软拖累股价
异动解读
·
05/08
【券商聚焦】 国泰海通:前瞻布局下一代自免药物企业有望实现估值重塑
金吾财讯
·
05/08
更多
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Smiley不再担任总裁兼首席运营官,自5月18日起生效。此前公司披露一季度总营收9960万美元,同比下降6%;核心产品则乐收入降幅接近四成,净亏损5100万美元。市场将本次高管非自愿离职与一季度业绩下滑直接关联,短期内经营层面不确定性加剧。同日生物科技板块整体承压,信达生物跌5.07%、康方生物跌4.69%、三生制药跌7.61%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive,dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638582374","title":"547万美元年薪总裁匆匆离场,再鼎医药发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=2638582374","media":"华夏时报网","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638582374?lang=zh_cn&edition=fundamental","pubTime":"2026-05-25 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Smiley不再担任公司总裁兼首席运营官","url":"https://stock-news.laohu8.com/highlight/detail?id=2637653033","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637653033?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 08:25","pubTimestamp":1779409550,"startTime":"0","endTime":"0","summary":"智通财经APP讯,再鼎医药(09688)发布公告,公司于2026年5月21日(美国东部时间)╱2026年5月22日(上海及香港时间)向美国证券交易委员会(SEC)递交了一份表格8-K,有关本公司董事会决定 Josh Smiley 先生将不再担任本公司总裁兼首席运营官,自2026年5月18 日起生效,其在本公司的最后任职日期为2026年5月22日。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444837.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"再鼎医药(09688):Josh Smiley不再担任公司总裁兼首席运营官","news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1161","BK1574","BK1588","LU2488822045.USD","BK4585","BK4588","ZLAB","BK4548","BK4531","BK4139","BK4526","09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636835378","title":"《大行》中金降再鼎医药(09688.HK)目标价至20.2元 首季业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2636835378","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636835378?lang=zh_cn&edition=fundamental","pubTime":"2026-05-19 15:19","pubTimestamp":1779175140,"startTime":"0","endTime":"0","summary":"中金发表报告指,再鼎医药首季收入9,960万美元,按年下降6%;净亏损5,100万美元,业绩符合预期。该行指,Zoci正处于全球注册性临床III期阶段,关注数据读出及管线进展。考虑到则乐竞品集采以及艾加莫德价格承压,该行下调再鼎2026年盈利预测,由亏损2.26亿美元下调至亏损2.48亿美元,2027年预测由亏损2.37亿美元下调至亏损2.55亿美元。维持“跑赢行业”评级,基于DCF模型,下调H股/美股目标价各8%至20.2港元/26美元。沽空资料截至 2026-05-19 12:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230802095624816_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230802095624816_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525228/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1525228/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636030884","title":"【券商聚焦】招银国际:AI有望改变创新药研发范式","url":"https://stock-news.laohu8.com/highlight/detail?id=2636030884","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636030884?lang=zh_cn&edition=fundamental","pubTime":"2026-05-19 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国内商业化与海外授权双轮驱动业绩增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2636483820","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636483820?lang=zh_cn&edition=fundamental","pubTime":"2026-05-18 09:32","pubTimestamp":1779067963,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研究指,2026年上半年医药行业触底回暖,创新药迎来盈利兑现期,国内商业化与海外授权双轮驱动业绩增长,多家企业扭亏。26Q1对外授权总额超600亿美元,ADC、双抗等前沿赛道交易持续火热。2026年ASCO年会94项中国研究中选口头报告,依沃西单抗登上全体大会,标志着中国创新药全球学术影响力迈上新台阶。国内支付端医保谈判与商保目录合力支持真创新。建议关注创新药国际化、边际改善等结构性机会。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981512","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06978","LU1242518857.USD","LU1993786604.SGD","IE00B543WZ88.USD","BK1574","09926","06185","LU0359202008.SGD","LU1303224171.USD","BK1588","159992","LU1226287875.USD","09688","01877","LU1152091168.USD","LU0516423174.USD","06160","02616","LU2097828631.EUR","LU0348827113.USD","BK1141","01177","LU1242518931.SGD","LU0516422952.EUR","LU1688375341.USD","LU1152091754.HKD","02142","LU0456827905.SGD","IE00BZ08YT58.USD","LU1969619763.USD","IE00BZ08YS42.EUR","LU0039217434.USD","SG9999002562.SGD","01801","IE00B5MMRT66.SGD","02269","09995","LU2097828474.EUR","LU0326950275.SGD","LU0979878070.USD","LU2097828557.USD","IE00BZ08YR35.GBP","LU2399975544.HKD","IE00B0JY6N72.USD","601066","LU0561508036.HKD","01093","LU0417516738.SGD","BK1161","LU0588546209.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635033220","title":"再鼎医药(ZLAB)逆市上涨1.52% zoci近日获美国FDA快速通道资格认定","url":"https://stock-news.laohu8.com/highlight/detail?id=2635033220","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635033220?lang=zh_cn&edition=fundamental","pubTime":"2026-05-15 22:40","pubTimestamp":1778856000,"startTime":"0","endTime":"0","summary":"金吾财讯 |再鼎医药 逆市上涨1.52%,最新报20.64美元,成交额774.69万美元。消息面上,再鼎医药官微日前宣布,美国食品药品监督管理局已授予具有同类首创潜力的靶向Delta样配体3的抗体药物偶联物zocilurtatug pelitecan快速通道资格认定,用于治疗在接受一线标准治疗后出现疾病进展的epNECs。此外,高盛新近披露,已于5月8日以每股均价15.09港元场外增持再鼎医药545.57万股H股股份,价值约8,232.65万港元。增持后,高盛最新持股数目为7,070.61万股股份,好仓比例由5.75%升至6.23%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/NWIzNTQyNTc0Mjc1MDI=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NWIzNTQyNTc0Mjc1MDI=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300518","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4531","ZLAB","LABU","BK4585","BK1574","BK4139","BK1588","BK1161","BK4526","LU2488822045.USD","09688","BK4548","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635704311","title":"再鼎医药(09688)出现大手卖出32.13万股,成交价$16.09,涉资516.972万","url":"https://stock-news.laohu8.com/highlight/detail?id=2635704311","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635704311?lang=zh_cn&edition=fundamental","pubTime":"2026-05-15 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| 再鼎医药(09688)尾盘涨超5% zoci获FDA快速通道资格认定 用于治疗肺外神经内分泌癌","url":"https://stock-news.laohu8.com/highlight/detail?id=2635700344","media":"智通财经网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635700344?lang=zh_cn&edition=fundamental","pubTime":"2026-05-15 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| 再鼎医药盘中大涨5.11%,核心ADC管线获FDA快速通道资格认定","url":"https://stock-news.laohu8.com/highlight/detail?id=1164907709","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164907709?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 09:54","pubTimestamp":1778723682,"startTime":"0","endTime":"0","summary":"再鼎医药今日盘中大涨5.11%,引起了市场的广泛关注。消息面上,再鼎医药近日宣布,美国FDA已授予其具有同类首创潜力的靶向Delta样配体3的抗体药物偶联物zocilurtatug pelitecan快速通道资格认定,用于治疗在接受一线标准治疗后出现疾病进展的epNECs。快速通道资格有助于加速药物审评进程,体现FDA对该适应症未满足临床需求的认可。此外,公司于5月12日披露根据2024年股权激励计划授出13.68万份购股权及7.53万份受限制股份单位,涉及相关股份合计超212万股。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635943788","title":"格隆汇个股放量排行榜 | 5月13日","url":"https://stock-news.laohu8.com/highlight/detail?id=2635943788","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635943788?lang=zh_cn&edition=fundamental","pubTime":"2026-05-13 17:30","pubTimestamp":1778664605,"startTime":"0","endTime":"0","summary":"格隆汇勾股大数据显示,上一交易日腾讯音乐-SW(01698)、阳光保险(06963)、上海电气(02727)、轻松健康(02661)、弘毅文化集团(00419)、FIT HON TENG(06088)、京城机电股份(00187)、北方矿业(00433)、心玮医疗-B(06609)、同源康医药-B(02410)、富通科技(00465)、京东物流(02618)、云顶新耀(01952)、赛晶科技(005","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/05/13173057083788.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["00169","01905","02096","09992","02171","06186","02252","02276","01024","03888","02126","01833","00136","02172","02158","06660","09626","01952","09699","03700","09688","06996","02013","02618","06160","09858","00909","00762","02197","06060","00719","06609","06049","02285","09888","02306","06969","02192","02256","00013","01951","00772","01440","01060","06963","01548","81024","01783","03692","01357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634299314","title":"再鼎医药(09688):授出购股权及受限制股份单位","url":"https://stock-news.laohu8.com/highlight/detail?id=2634299314","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634299314?lang=zh_cn&edition=fundamental","pubTime":"2026-05-12 16:34","pubTimestamp":1778574847,"startTime":"0","endTime":"0","summary":"智通财经APP讯,再鼎医药(09688)发布公告,公司于授出日期根据2024年股权激励计划授出13.68万份购股权(以美国存托股份计)、7.53万份受限制股份单位(以美国存托股份计)。所授出购股权涉及的相关股份数目:1,368,190;所授出受限制股份单位涉及的相关股份数目:752,880。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440675.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1161","BK4588","BK1588","BK4531","ZLAB","BK4139","BK4585","LU2488822045.USD","09688","BK4548","BK4526","BK1574"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634250452","title":"港股异动 | 再鼎医药(09688)早盘涨超5% zoci获FDA快速通道资格认定","url":"https://stock-news.laohu8.com/highlight/detail?id=2634250452","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634250452?lang=zh_cn&edition=fundamental","pubTime":"2026-05-12 10:55","pubTimestamp":1778554548,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,再鼎医药早盘涨超5%,截至发稿,涨2.38%,报15.49港元,成交额7370.89万港元。消息面上,5月11日,据再鼎医药官微消息,公司宣布,美国食品药品监督管理局已授予具有同类首创潜力的靶向Delta样配体3的抗体药物偶联物zocilurtatug pelitecan快速通道资格认定,用于治疗在接受一线标准治疗后出现疾病进展的epNECs。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440550.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"港股异动 | 再鼎医药(09688)早盘涨超5% zoci获FDA快速通道资格认定","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","BK4548","BK4526","BK4139","BK4588","BK1588","LU2488822045.USD","BK4531","09688","BK1161","BK1119","ZLAB","BK1574"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634285739","title":"再鼎医药(ZLAB)自研药物Zoci获美国FDA授予快速通道资格","url":"https://stock-news.laohu8.com/highlight/detail?id=2634285739","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634285739?lang=zh_cn&edition=fundamental","pubTime":"2026-05-11 19:36","pubTimestamp":1778499399,"startTime":"0","endTime":"0","summary":"据悉,epNECs为侵袭性强、预后差的恶性肿瘤,全球约10万人患病,无获批靶向疗法与标准治疗方案,存在巨大未满足医疗需求。此前2025年5月,Zoci已获FDA快速通道资格,用于广泛期小细胞肺癌治疗。此外,2026年AACR年会公布的Ib/II期注册研究显示,Zoci用于多线治疗失败的epNEC患者,客观缓解率达38.2%,且安全性可控,仅中性粒细胞减少为唯一≥3级且多例出现的治疗相关不良反应。目前Zoci的epNEC临床项目正推进注册,已与药监部门沟通注册计划。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/ZmFlOWFhNTNlYzgzMTc4NTEyNzIzMzYzNzY2.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZmFlOWFhNTNlYzgzMTc4NTEyNzIzMzYzNzY2.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300251","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4139","BK1161","LU2488822045.USD","ZLAB","BK4526","BK1574","BK4531","BK4548","BK4585","BK4588","LABU","09688","BK1588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175506875","title":"再鼎医药DLL3靶向ADC药物Zoci获美国FDA快速通道资格,用于治疗肺外神经内分泌癌","url":"https://stock-news.laohu8.com/highlight/detail?id=1175506875","media":"美股速递","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175506875?lang=zh_cn&edition=fundamental","pubTime":"2026-05-11 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13:01","pubTimestamp":1778475660,"startTime":"0","endTime":"0","summary":"中银国际表示,再鼎医药首季业绩疲弱,收入按年下降6%至9,960万美元,低于市场预期9%,主要受到则乐降幅超预期以及艾加莫德医保降价影响。持续加大的研发投入导致净亏损扩大至5,100万美元。管理层进一步将zoci定位为未来SCLC的潜在“基石疗法”。中银国际大幅下调对再鼎医药未来三年收入预测至4.7亿、6.2亿及7.8亿美元,并预计净亏损分别为2.1亿、1.5亿及0.7亿美元,认为中期盈利能力可见度仍然有限。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230802095625646_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230802095625646_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1523814/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1523814/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634479034","title":"《大行》大摩降再鼎医药(09688.HK)目标价至19元 反映首季业绩后预测调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2634479034","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634479034?lang=zh_cn&edition=fundamental","pubTime":"2026-05-11 12:10","pubTimestamp":1778472600,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研究报告,更新对再鼎医药的风险回报评估,将港股目标价由19.5元下调至19元,评级维持“增持”,主要反映公司在首季业绩后,财务模型的相应更新。摩根士丹利预测再鼎医药2026年收入为4.88亿美元,研发开支2.34亿美元,销售开支2.93亿美元;将2026年至2028年每股盈利亏损预测由0.16、0.10及0.07美元,修订为0.18、0.12及0.08美元。该行认为,由于再鼎医药等生物科技股的估值较依赖DCF现金流折现法中的尾端价值,因此目标价下调幅度相对较小。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230802095625943_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230802095625943_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1523799/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1523799/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633699433","title":"创新管线即将步入密集催化阶段,探寻再鼎医药(09688)否极泰来的“三张底牌”","url":"https://stock-news.laohu8.com/highlight/detail?id=2633699433","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633699433?lang=zh_cn&edition=fundamental","pubTime":"2026-05-08 16:07","pubTimestamp":1778227661,"startTime":"0","endTime":"0","summary":"5月7日,再鼎医药交出2026年一季报:总收入9960万美元,同比下滑6%,产品收入净额同比下降10%。乍看之下,这是一份“不及预期”的成绩单。但从2025年下半年开始,再鼎的内部重心已经发生了根本性转移。未来一年管线“催化剂密集”如果说商业化是再鼎的“底盘”,那么全球研发管线就是它的“发动机”。总结来看,当前再鼎的股价大跌之后,依旧握有三张清晰的底牌:第一张牌:全球管线的“硬核数据”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439509.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1161","BK1588","BK4531","09688","ZLAB","BK4526","BK4585","BK4548","BK1574","BK4139","BK4588","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143483553","title":"异动解读 | 再鼎医药盘中大跌5.68%,一季度业绩疲软拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1143483553","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143483553?lang=zh_cn&edition=fundamental","pubTime":"2026-05-08 09:34","pubTimestamp":1778204055,"startTime":"0","endTime":"0","summary":"再鼎医药今日盘中股价大跌5.68%,引发了市场广泛关注。消息面上,公司此前发布的2026年第一季度业绩报告表现疲软。报告显示,公司第一季度总收入约为9960万美元,同比下降约6%;产品收入净额同比下降约10%,若按固定汇率计算则下降12%。同时,公司亏损净额扩大至约5100万美元,较上年同期有所增加。业绩下滑的主要原因包括核心产品“则乐”面临市场竞争影响,以及“卫伟迦”因与国家医保目录续约而进行价格调整。此外,公司的研发开支有所增加,进一步加剧了亏损。这份不及预期的财报导致市场对公司短期基本面承压的预期升温,从而拖累了股价表现。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633203104","title":"【券商聚焦】 国泰海通:前瞻布局下一代自免药物企业有望实现估值重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2633203104","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633203104?lang=zh_cn&edition=fundamental","pubTime":"2026-05-08 09:29","pubTimestamp":1778203751,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究认为,自免行业正进入由技术代际更迭带来的3.0时代。随着口服小分子、自免TCE、细胞因子双重/多重阻断抗体、小核酸药物等突破性疗法进入数据兑现期,迭代路径将逐渐清晰,前瞻布局下一代自免药物的企业有望实现估值重塑。该机构对行业维持“增持”评级,建议关注自免赛道潜在大品种:CM512、SHR-1139、CM336、GR1803、Nomelcitinib、奥布替尼、HSK47388、ATG-201、AK139、GB261、QX031N、IBI3002等。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980887","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0028","02367","BK1583","BK1574","09926","01530","BK1588","LU1115378108.SGD","LU1303224171.USD","06821","09688","02268","SG9999014674.SGD","02228","LU0348825331.USD","06160","01789","LU0348827113.USD","BK1515","LU1961090484.USD","SG9999004311.SGD","LU0348735423.USD","LU2778985437.USD","LU0348783233.USD","BK0012","LU0348767384.USD","BK1100","LU0417516571.SGD","LU1794554557.SGD","02611","LU0417516902.SGD","BK1191","LU1770034418.SGD","BK1617","03933","LU2328871848.SGD","01099","IE00B5MMRT66.SGD","LU0634319403.HKD","02196","LU2399975544.HKD","601211","LU0561508036.HKD","LU0307460666.USD","LU0348784397.USD","LU2476274308.USD","LU0417516738.SGD","LU1251922891.USD","BK1161","LU0348766576.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":9,"totalSize":200,"code":"91000000","status":"200"}]}}