摩通:重申中生製藥(1177.HK)增持評級 目標價13.5港元
摩根大通發表研究報吿指,中生製藥(1177.HK)上半年扣除科興疫苗後的收入及純利按年分別上升13.5%及22.9%,毛利率較2019年同期升2.9個百分點至80.8%。該行重申其增持評級,目標價13.5港元。
摩通指,早前的藥品集採對公司的影響似乎已完全反映,管理層指集採其實為公司帶來正面影響,因為大多數藥物都是新批核的,市場份額較少,集探可使其銷量快速增長,上半年集採相關的銷售佔約20%,即約30億元人民幣。

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