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《大行报告》中金料中生制药(01177.HK)收入增长可胜原先指引目标价10.3元
阿思达克 06-24 14:18

中金发表报告表示,中生制药(01177.HK)管理层上周出席该行举行的下半年投资策略会议,指假设内地药品集中采购在全国推迟实行,相信公司全年盈利增长表现,将可优於管理层原先指引。

该行称,重申对中生制药「推荐」投资评级及目标价10.3元,此相当预测今明两年市盈率各34倍及30倍,潜在升幅34%。

中金指,目前仅福建省跟随11个城市进行药品集中采购,按目前进展,估计中生制药全年收入增长,将有机会优於管理层此前约15至20%增速指引。该行料,内地进行第二轮药品集中采购,对中生制药影响将有限。

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