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《大行報告》中金料中生製藥(01177.HK)收入增長可勝原先指引目標價10.3元
阿思達克 06-24 14:18

中金發表報告表示,中生製藥(01177.HK)管理層上周出席該行舉行的下半年投資策略會議,指假設內地藥品集中採購在全國推遲實行,相信公司全年盈利增長表現,將可優於管理層原先指引。

該行稱,重申對中生製藥「推薦」投資評級及目標價10.3元,此相當預測今明兩年市盈率各34倍及30倍,潛在升幅34%。

中金指,目前僅福建省跟隨11個城市進行藥品集中採購,按目前進展,估計中生製藥全年收入增長,將有機會優於管理層此前約15至20%增速指引。該行料,內地進行第二輪藥品集中採購,對中生製藥影響將有限。

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