港股異動丨同仁堂國藥自歷史低位反彈達25% 安宮牛黃丸漲價將提升業績
格隆匯1月7日丨同仁堂國藥(3613.HK)近期自歷史低位持續反彈,自12月底以來累計升幅達25%。現報12.82%,漲3.89%,暫成交1158萬港元,最新總市值107.65億港元。消息上,12月底同仁堂上調安宮牛黃丸價格近40%至780元/丸。中金報告稱,安宮牛黃丸提價有助於提升同仁堂國藥的收入和利潤。維持同仁堂國藥“跑贏行業”評級,目標價16.2港元。2018年,安宮牛黃丸、靈芝孢子粉收入約佔同仁堂國藥收入的65%。認為香港本地居民對安宮公牛黃丸的需求依然強勁,香港零售市場有望逐步復甦。
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