《大行報告》摩通料中生(01177.HK)半年多賺14% 料內地第三批藥品集採影響正面
摩根大通發表報告指,中生製藥(01177.HK)將於8月28日公布今年上半年業績,預期集團收入將按年增長7%至134億元人民幣,主要是受到腫瘤及呼吸道藥物強勁增長所推動。至於盈利料按年增長14%至16億元人民幣,研發開支估計亦會上升。
該行又稱,內地公布第三輪藥品集中採購結果,中生製藥在9種候選藥品中贏得了其中7種,平均降價幅度為76%。由於大多數中標藥品為新推出,目前銷售非常有限,因此該行認為是次集採對集團的整體影響是潛在正面,預期成功中標可使集團市佔加快增長,並可能節省銷售和市場推廣費用。
摩通維持中生製藥股份「增持」評級,目標價9.2元。
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