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《大行报告》瑞信下调联邦制药(03933.HK)目标价至6.8元 评级「跑赢大市」
阿思达克 04-07 10:19
瑞信发表报告,预期联邦制药(03933.HK)今个财年甘精胰岛素注射液销售额按年增长70%,将今年度每股盈利增长预测上调4%至0.51元人民币,以反映胰岛素销售上升,但考虑到明年起可能会实施的胰岛素专项采购政策,将明年每股盈利增长预测下调7%至0.52元人民币,但相信有关影响相对温和。

该行将联邦制药目标价,由7元下调至6.8元,维持「跑赢大市」评级。下行风险包括比预期严格的采购政策规定,可能会导致竞争加剧和胰岛素产品减价幅度加大。

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