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港股异动|同仁堂科技跌逾3%发中期业绩预警券商唱淡
格隆汇 07-26 11:08
格隆汇7月26日丨同仁堂科技(1666.HK)现报9.51港元,跌3.74%,暂成交415万港元,最新总市值121.8亿港元。同仁堂前日(24日)晚间发布公告称,预计中期纯利较上年同期下降10%-15%。主要原因如下:公司进入新旧产能衔接的过渡期,面临着原有产能不足、新产能未释放等问题;受行业因素影响,阿胶产品市场整体处于调整和去库存阶段,导致阿胶销售额进一步下降。中金最新发表研报称,同仁堂今年下半年至明年生产基地转移,或令盈利受压,降评级至“中性”,并下调目标价4%至11港元。并称新基地投入使用后,或令其成本和费用上升,将今明两年的每股盈测分别下调10%和14%。
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