港股異動丨威高股份漲近6% 股價創5年半以來新高
格隆匯10月28日丨威高股份(1066.HK)漲近6%,報9.02港元,股價創5年半以來新高,成交9272萬港元,總市值408億港元。

廣發證券上週發佈研報稱,公司骨科產品線齊全,目前整體骨科收入為國產第一。考慮公司產品和渠道優勢,有望最為受益國產替代。公司藥品包裝業務主要包括預灌封注射器和衝管注射器。預灌封注射器用於疫苗、生物製品等產品的包裝,需求剛性,增長強勁。骨科和藥包收入佔比分別為13.8%和 12.7%,經營溢利率均高於30%,增速超過30%。高利潤率業務推動公司成長和盈利提升。
預計19-21年歸母淨利潤18.9/22.5/26.5 億元,增速19%/19%/18%。 得到公司合理價值為12.20港元。高利潤率業務的高增長和財務費用的降低將提升公司盈利能力,強勁的產品更新換代和領域拓展能力確保公司長期穩健成長,首次覆蓋給予“買入”評級。
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