中金:維持石藥集團(1093.HK)“跑贏行業”評級 目標價24港元
中金公司發佈報告稱,石藥集團(01093.HK)三季度收入168億元人民幣,同比增長27.5%;歸母淨利潤28.1億元人民幣,同比增長24.0%,3Q19收入和淨利潤分別同比增長27.4%和22.3%,符合預期。
該行稱,公司核心品種恩必普和腫瘤藥產品繼續維持強勁增長,隨着普藥板塊產品線的豐富和銷售團隊的擴張,該行預計,普藥板塊有望在 2020年恢復雙位數增長。公司季度研發費用同比增長64.0%,達到15.0億元,研發費用快速增長,研發管線進展順利。該行表示,維持其“跑贏行業”評級,目標價24港元。

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