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中金:維持同仁堂科技(1666.HK)“中性”評級 目標價8.5港元
格隆匯 12-24 15:45

中金髮表研究報告指,同仁堂科技(1666.HK)目前產能轉移遜於預期,並將對今年全年收入構成壓力,料新基地逐漸投入使用後,明年成本和費用可能會上升,未來盈利可能持續受壓,下調同仁堂科技目標價16%至8.5港元,維持“中性”投資評級。

中金續指,同仁堂科技的核心品種已逐漸轉移到大興基地,預計最快明年下半年核心產品收入可逐漸改善,而由於競爭激烈以及零售需求下降,預計公司今年阿膠系列產品銷量進一步下降,明年全年仍將是行業庫存的消化期。

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