一表综合券商对石药(01093.HK)业绩後最新目标价及观点
石药集团(01093.HK)今早股价一度抽高9.3%曾高见14.16元，最新升8.6%报14.08元。该公司昨午(19日)公布截至6月底止中期纯利18.78亿元人民币(下同)，按年升24.82%；基本每股盈利30.13分；不派中期息。收入为111.78亿元，按年升27.61%；毛利78.13亿元，按年升39.62%。
【新药销售强 逐获批研发】
石药指其获哮喘靶向治疗药内地授权，以便其在内地进行该产品有关的所有适应症开发与商业化，该产品已於澳洲完成生物等效研究，并预期短期内在中国申请开展III期临床试验。此外，瑞信将石药投资评级由「中性」上调至「跑赢大市」，目标价由14.45港元上调至15.84港元。
摩根大通表示，石药上半年业绩强劲，其中收入较该行预测高出4%，主要受创新药物强劲增长所带动致。期内，创新药物收入按年增55%，高於该行预期，维生素C收入按年亦增一成。不过，仿制药收入则低於预期及抗生素收入按年跌15%限制收入。研发方面，公司目前有300多个项目正在筹备中，其中26个正等待中国NMPA注册批准，7个正在等待美国ANDA批准。
本网最新综合9间券商对其投资评级及目标价：
券商│投资评级│目标价(港元)
摩根大通│增持│20元
Jefferies│买入│19.7元
高盛│买入│18.9元
花旗│买入│18.8元
中金│跑赢大市│18.2元
摩根士丹利│增持│18元
海通国际│买入│16.6元
瑞信│中性-跑赢大市│14.45-15.84元
美银美林│中性│15元券商│观点
摩根大通│上半年业绩强劲，收入高於预期4%
Jefferies│创新药物持续增长，仿制药重拾增长获动力
高盛│肿瘤药物销售超期望，有望加快建立研发平台花旗│中期业绩巩固
中金│创新药物续成增长推动力
摩根士丹利│第二季销售胜预期
海通国际│上半年收入回复增长
瑞信│创新药物销售强劲，上调投资评级及目标价
美银美林│肿瘤药带动销售表现符预期，惟抗生素销售逊预期
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