一表綜合券商對石藥(01093.HK)業績後最新目標價及觀點
石藥集團(01093.HK)今早股價一度抽高9.3%曾高見14.16元，最新升8.6%報14.08元。該公司昨午(19日)公布截至6月底止中期純利18.78億元人民幣(下同)，按年升24.82%；基本每股盈利30.13分；不派中期息。收入為111.78億元，按年升27.61%；毛利78.13億元，按年升39.62%。
【新藥銷售強 逐獲批研發】
石藥指其獲哮喘靶向治療藥內地授權，以便其在內地進行該產品有關的所有適應症開發與商業化，該產品已於澳洲完成生物等效研究，並預期短期內在中國申請開展III期臨床試驗。此外，瑞信將石藥投資評級由「中性」上調至「跑贏大市」，目標價由14.45港元上調至15.84港元。
摩根大通表示，石藥上半年業績強勁，其中收入較該行預測高出4%，主要受創新藥物強勁增長所帶動致。期內，創新藥物收入按年增55%，高於該行預期，維生素C收入按年亦增一成。不過，仿製藥收入則低於預期及抗生素收入按年跌15%限制收入。研發方面，公司目前有300多個項目正在籌備中，其中26個正等待中國NMPA註冊批准，7個正在等待美國ANDA批准。
本網最新綜合9間券商對其投資評級及目標價：
券商│投資評級│目標價(港元)
摩根大通│增持│20元
Jefferies│買入│19.7元
高盛│買入│18.9元
花旗│買入│18.8元
中金│跑贏大市│18.2元
摩根士丹利│增持│18元
海通國際│買入│16.6元
瑞信│中性-跑贏大市│14.45-15.84元
美銀美林│中性│15元券商│觀點
摩根大通│上半年業績強勁，收入高於預期4%
Jefferies│創新藥物持續增長，仿製藥重拾增長獲動力
高盛│腫瘤藥物銷售超期望，有望加快建立研發平台花旗│中期業績鞏固
中金│創新藥物續成增長推動力
摩根士丹利│第二季銷售勝預期
海通國際│上半年收入回復增長
瑞信│創新藥物銷售強勁，上調投資評級及目標價
美銀美林│腫瘤藥帶動銷售表現符預期，惟抗生素銷售遜預期
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