港股異動 | 中國生物製藥(1177.HK)漲5.29% 三日累漲約21%
格隆匯2月25日丨中國生物製藥(1177.HK)漲5.29%,報8.95港元,三日累漲約21%,總市值1688億港元。美銀證券發表最新報吿指,內地大型醫療公司的估值已創歷史新高,雖然令投資者對醫療股看法轉趨謹慎,但與其他領先的公司相比,認為中國生物製藥今年能實現快速增長,故評級為“買入”評級。目標價由9.79港元上調至14.73港元,較昨收市價8.5港元有73.3%潛在升幅。報吿稱,中國生物製藥持股的科興利潤貢獻和疫苗資產被低估,認為目前估值尚未反映來自科興利潤貢獻。從商業化的角度,科興的疫苗發表時間較早,及更好的定價環境和產量,報吿認為,科興(Sinovac)疫苗較康希諾生物 等其他上市公司更令人放心。

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