礼来上半年替尔泊肽大卖277亿美元；石药集团与阿斯利康成立合资公司丨医药早参

每日经济新闻08-06 07:00

丨2026年8月6日星期四丨　　NO.1 礼来：上半年替尔泊肽大卖277亿美元，中国区收入增长73%　　8月5日，礼来披露半年度业绩，公司上半年实现总营收427.73亿美元，同比增长49%。从地区分布来看，上半年美国市场收入265.32亿美元，同比增长37%，中国市场收入16.35亿美元，同比增长73%。上半年，礼来8款核心产品合计收入290.77亿美元，占总营收68%。其中GLP-1类药物替尔泊...

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CSPC and AstraZeneca Establish Joint Venture | Pharmaceutical Morning Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688235":1.89,"688331":1.87,"TRUH":0.6,"LLYZ":0.6,"GDOC":0.6,"ONC":1.89,"PJP":0.6,"HRTS":0.6,"CANC":0.6,"06160":1.89,"LLII":0.6,"FHLC":0.6,"MEDX":0.6,"MEDI":0.6,"WDNA":0.6,"PPH":0.6,"JDOC":0.6,"OZEM":0.6,"09995":1.87,"MHIP":0.6,"IHE":0.6,"TMED":0.6,"AZNH":0.6,"IXJ":0.6,"LLYX":0.6,"RXL":0.6,"ELIL":0.6,"CURE":0.6,"THNR":0.6,"01093":1.95,"FTXH":0.6,"KURE":0.6,"AZN":1.9,"ILDR":0.6,"IYH":0.6,"LLY":1.96,"ELIS":0.6,"AGNG":0.6,"VHT":0.6,"XLV":0.6},"content_text":"丨2026年8月6日星期四丨　　NO.1 礼来：上半年替尔泊肽大卖277亿美元，中国区收入增长73%　　8月5日，礼来披露半年度业绩，公司上半年实现总营收427.73亿美元，同比增长49%。从地区分布来看，上半年美国市场收入265.32亿美元，同比增长37%，中国市场收入16.35亿美元，同比增长73%。上半年，礼来8款核心产品合计收入290.77亿美元，占总营收68%。其中GLP-1类药物替尔泊肽（Mounjaro和Zepbound）收入276.93亿美元，同比增长88%。基于二季度的强劲表现，礼来再次上调全年营收预期至850亿—870亿美元。　　点评：上半年替尔泊肽销量增长，横向对比看，司美格鲁肽上半年销量约173亿美元，后者逐渐从“减肥药双雄”的竞争中败下阵来。　　NO.2 石药集团：与阿斯利康成立合资公司，在石家庄建设生物制剂生产基地　　8月5日，石药集团发布公告称，公司与阿斯利康已就成立合资公司签署合资合同，在中国石家庄建设新一代生物制剂生产基地，以进一步深化战略合作。　　根据公告，石药集团与阿斯利康将分别按51%及49%股权比例出资，并共同管理该合资公司的建设与日常营运。该合资公司的初始业务将聚焦于为全球市场生产及供应双方约定的生物制剂药物原液（DS）。随着业务的发展、产能的扩充以及商业需求的增长，双方未来将进一步探讨将更多产品纳入该合资公司的运营范围。该合资合同尚需满足惯常交割条件，包括取得相关监管批准。　　点评：该合资公司的成立标志着石药集团的国际化路径由“产品与技术出海”进一步延伸至“生产体系与供应链能力出海”。　　NO.3 百济神州：上半年卖药收入超200亿元，归母净利润同比增长超六倍　　8月5日，百济神州公告称，公司2026年半年度实现营业总收入222.20亿元，同比增长26.8%；归母净利润32.71亿元，同比增长627.1%。产品收入217.97亿元，同比增长25.6%。产品收入的增长主要得益于百悦泽（泽布替尼），以及安进公司授权产品和百泽安（替雷利珠单抗）的销售增长。此外，百济神州还预计2026年度营业收入将介于人民币449亿元至462亿元之间，调整主要得益于百悦泽在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。　　点评：百济神州已经成为具备稳定造血能力、全球商业化执行力与系统性研发效率的轻量级跨国药企。　　NO.4 荣昌生物：预计2026年上半年归母净利润约47亿元，同比扭亏　　8月5日，荣昌生物发布业绩预告，公司预计2026年半年度实现归母净利润约47亿元，与上年同期相比，实现扭亏为盈。业绩变动主要原因是，报告期内，公司核心产品泰它西普、维迪西妥单抗国内销售收入持续增长；同时，公司与艾伯维集团控股公司（以下简称艾伯维）就RC148签署独家授权许可协议，艾伯维将获得RC148在大中华区以外地区的开发、生产和商业化的独家权利，技术授权收入大幅增加，预计2026年上半年将实现盈利。　　点评：荣昌生物凭核心产品放量与对外授权变现实现扭亏，验证中国创新药资产的全球化价值路径，不过盈利持续性有待验证。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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