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绝品儿媳老马顾婉婷的剧情介绍_深层滋养与修复肌肤,让你的肌肤尽显青春光彩

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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  转自:北京商报

  作为国内疫苗行业的标杆企业,智飞生物(300122)2024年交出了一份令市场震惊的成绩单:全年营业收入260.7亿元,同比腰斩(-50.74%);归母净利润20.18亿元,降幅达74.99%。更值得警惕的是,经营性现金流首次转负至-44.14亿元,资产负债率攀升至62.3%,创下近五年新高。这种营收、利润、现金流“三杀”的局面背后,是其核心代理业务的断崖式下跌。

  连续3个季度亏损

  4月22日,智飞生物披露2024年年报及2025年一季报。财务数据显示,2024年,智飞生物实现营业收入260.7亿元,同比下降50.74%;实现归属净利润20.18亿元,同比下降74.99%。分季度来看,智飞生物自2024年三季度起净利开始出现亏损,一至四季度净利分别为14.58亿元、7.77亿元、-8369.64万元、-1.32亿元。

  今年一季度,智飞生物净利继续下滑,且出现亏损。财务数据显示,公司营业收入为23.74亿元,同比下降79.16%;归属净利润为-3.05亿元,同比由盈转亏。资料显示,智飞生物共有15种产品上市,其中1种产品附条件上市,包括预防流脑、宫颈癌、肺炎、流感、轮状病毒、带状疱疹等传染病的疫苗产品,也涵盖提供结核感染诊断、预防、治疗有效解决方案的药品。

  在2024年年报中,智飞生物表示,报告期内,公司业绩显著承压,主要受行业政策调整、民众接种意愿下降、市场需求变化等多重因素影响,公司主要产品的市场推广销售工作未达预期。报告期内,多家疫苗行业上市公司业绩均呈现大幅度下降情况,公司业绩波动与行业整体趋势一致。

  核心代理业务断崖式下跌是业绩滑坡的直接推手。智飞生物代理的默沙东HPV疫苗,长期以来为公司贡献了高额利润。不过,2024年,智飞生物代理的默沙东疫苗的批签发量均出现下降。数据显示,2024年,默沙东四价HPV疫苗全年批签发量为46.6万支,同比下降95.49%;九价HPV疫苗全年批签发量为3114.08万支,同比下降14.8%。此外,智飞生物代理的五价轮状疫苗、进口23价肺炎疫苗、灭活甲肝疫苗的全年批签发量均出现不同程度下滑。

  北京中医药大学卫生健康法治研究与创新转化中心主任邓勇在接受北京商报记者采访时表示,整体来看,疫苗企业在市场竞争、产品价格、研发创新等方面都面临着较大压力,需要不断调整经营策略和发展方向以应对挑战。

  业绩承压的同时,智飞生物在二级市场的表现也不理想,股价也一路走低。4月22日,智飞生物盘中一度跌逾8%,最终收跌6.86%,收盘价为20.23元/股,总市值为484.3亿元,较2021年的历史高点已跌去逾八成。

  针对公司相关问题,北京商报记者向智飞生物方面发去采访函,不过截至记者发稿,未收到公司回复。

  发力自主产品

  在智飞生物看来,尽管行业短期承压,但在政策支持与技术创新的驱动下,国内疫苗市场仍具有较大发展潜力与商业机遇。未来,随着民众接种意愿不断提升,创新疫苗及成人疫苗加速普及,疫苗市场有望实现扩容升级,激发强劲的增长潜力。

  目前,默沙东的HPV疫苗已经率先从女性市场开拓至男性市场,强调“男女共防”。4月14日,默沙东宣布,公司的九价HPV疫苗佳达修9多项新适应证已获得国家药品监督管理局的上市批准,适用于16—26岁男性接种。这一获批使该疫苗成为中国境内首个且目前唯一获批、可适用于适龄男性女性接种的九价HPV疫苗。更早之前,今年1月,默沙东四价HPV疫苗也获批用于9—26岁男性接种,成为国内首个可适用于男性的HPV疫苗。不过,男性适应证能为智飞生物带来多少的批签发量以及业绩增长,仍需要观察。

  另一方面,国产二价HPV疫苗的上市对智飞生物同样带来冲击。目前,万泰生物的馨可宁、沃森生物的沃泽惠,这两款二价HPV疫苗已经在国内上市。尽管不如四价HPV、九价HPV预防的病毒型号全面。但二价HPV疫苗主要针对与宫颈癌最密切相关的HPV16和18型,这两种型别导致了大约84.5%的宫颈癌。因此,在预防宫颈癌方面,二价疫苗的效果尚可。

  此外,自主产品2024年为智飞生物贡献了4.53%的收入,收入总额为11.82%,同比增长14.98%,毛利率超过80%。形成对比的是,代理产品的毛利率仅为24.98%。近些年,智飞生物也在发力自主产品的研发。

  智飞生物表示,公司布局丰富多元的自主产品在研管线,持续加大科研创新投入与资源整合力度,以实现创新技术向社会效益和商业价值的加速转化。公司持续优化市场策略以更好地适应市场趋势和客户需求,同时严格把控经营风险,确保公司稳健发展。

  最为行业关注的是,2025年3月,公司以增资形式实现对宸安生物的控股,拓展GLP-1、胰岛素类似物等领域自研管线布局。最新财报显示,司美格鲁肽注射液的超重/肥胖适应证的三期临床正在进行中。

  北京商报记者丁宁

  • 特斯拉首席执行官埃隆・马斯克在周二公司的财报电话会议上表示,从5月开始,他花在政府效率部(DOGE)的时间将大幅减少。
  • 特斯拉的股价今年已暴跌超过40%。
  • 该公司周二公布的收益和销售额未达预期,并表示本季度汽车业务收入较去年同期下降了20%。

  特斯拉首席执行官埃隆・马斯克在周二公司的财报电话会议一开始就表示,从5月开始,他花在管理唐纳德・特朗普总统的政府效率部(DOGE)的时间将“大幅”减少。

  马斯克见证了特斯拉股价今年下跌超过40%,他表示将继续通过政府效率部(DOGE)支持总统,“以确保我们杜绝的浪费和欺诈行为不会卷土重来”。

  在2024年的竞选活动中,马斯克花费了近3亿美元帮助特朗普重返白宫,之后他成立了政府效率部(DOGE)并加入政府,其使命是大幅缩减联邦政府的规模和职能。

  他说:“只要总统希望我这么做,我会继续每周花一两天时间处理政府事务。”

  马斯克发表上述言论之前,他的公司公布了令人失望的第一季度业绩,包括汽车业务收入同比下滑20%,净利润暴跌71%。

  除了该公司已经面临的挑战,比如来自外部的竞争以及电动汽车车型老化问题,特斯拉最近还受到了美国和欧洲抗议活动的冲击,并且由于马斯克与特朗普的关系以及他对德国极右翼德国选择党(AfD)的支持,特斯拉的品牌形象也受到了损害。

  马斯克在周二的电话会议上说:“你们看到的那些抗议活动,组织得非常严密。”他在没有证据的情况下声称,一些人可能是因为“他们收到了不正当的钱”或者是“浪费性慷慨行为的受益者”才进行抗议。

  政府效率部(DOGE)的网站最近一次更新是在周日,该网站称其削减措施已带来了约1600亿美元的节省。然而,马斯克对节省金额的估计受到了质疑,并且政府效率部(DOGE)已经删除了一些据称是最大金额的节省项目。

  在同一时期,特斯拉的市值损失了约6000亿美元。

  白宫在2月初表示,马斯克担任的是“政府特别雇员”,这一职位在利益冲突披露和道德政策方面的要求较少。

  美国司法部表示,这个头衔适用于预计一年内在政府工作130天或更短时间的任何人。特朗普政府到5月底将达到第130天。

  据报道,政府效率部(DOGE)的工作导致了政府各部门的裁员,这些部门包括美国国税局、国家公园管理局、消费者金融保护局,以及农业部、教育部、能源部、卫生与公众服务部、国土安全部和退伍军人事务部等。

  据美国教育部的员工称,截至2月,政府效率部(DOGE)的工作人员将教育部的高级官员赶出了他们的办公室,重新摆放了家具,并设置了白噪音机来掩盖他们的声音。美国参议员们担心政府效率部(DOGE)可能获取了数千万借款人的联邦学生贷款数据。

  同样在2月,特朗普政府表示,美国国际开发署(USAID)将不再作为一个独立机构存在,并将被并入国务院。

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