港股異動 | 中國生物製藥跌8% 收入增長遜預期 遭野村下調目標價
格隆匯4月1日丨中國生物製藥(1177.HK)午後跌幅擴大至8.8%,報4.46港元,總市值838億港元。中生製藥昨天公佈,去年純利按年升近4.3倍至164.1億元(超過盈喜時預測逾140億元),每股盈利約77.83分人民幣,末期股息按年倍增至4港仙。期內,總收入按年增加13.6%至268.6億元人民幣。至於去年基本盈利按年增長26.6%至29.3億元人民幣。此外,公司擬於未來一年斥最多10億元回購股份。野村發研報指,中國生物製藥收入低於預期,淨利潤按年大升282%至166億元人民幣,雖然低於該行預期,但高於市場預期,該行將其目標價由9.38元下調至8.53元,維持“買入”評級,強調公司仍然是在製藥股方面的首選股份。該行表示,腫瘤藥物仍然是增長動力和公司的研發重點領域,分別下調今年及明年的收入預測3%及12%,並下調今年及明年的每股盈利預測3%及%,主要是考慮到由於今年COVID-19疫苗需求減少。

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