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《大行报告》摩通料中生制药(01177.HK)可受惠创新药获批准 估首季纯利年升27%
阿思达克 05-18 14:32
摩根大通发表研究报告指,近日传出中国第五轮集中采购将正式启动,相信中生制药(01177.HK)不会受到太大影响,预期中生的AK105、安罗替尼及布地奈德等创新药及仿制药若获批,将成为未来主要增长动力。

另外,摩通亦指出,市场低估了中生制药於科兴的投资所带来的正面影响,估计至4月底已售出逾3亿剂疫苗,将为中生贡献不少利润。

摩通预测中生首季收入将达68亿元人民币,即按年升10%,盈利预期按年升27%至11亿元人民币;全年每股盈利料达0.23元人民币,高於市场预期的每股0.19元人民币,维持目标价13.5元及 「增持」评级。

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