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《大行報告》匯豐研究升康哲藥業(00867.HK)評級至「買入」 降麗珠醫藥(01513.HK)評級至「持有」
匯豐環球研究發表報告指,由於內地疫情令病人減少前往醫院,加上藥品降價持續,去年內地醫藥股價欠佳及平均累跌約15%。 不過,由於內地經濟已重新開放,該行指對內地一線醫院的人流復甦令藥物需求恢復,藥物集中採購及國家報銷藥品清單下的降價幅度正常,及即將推出商業化的重磅藥物看法樂觀,預期行業未來的增長能見度會轉佳。 匯豐環球研究表示,調整中資醫藥股評級及目標價(另見表),其中康哲藥業(00867.HK)股份評級由「持有」升至「買入」,目標價由12.6元上調至17元;麗珠醫藥(01513.HK)評級則由「買入」調低至「持有」,目標價由35.5元降至28元。行業中,該行首選為中生製藥(01177.HK)及復星醫藥(02196.HK),兩企評級均為「買入」,最新目標價6.5元及40元。
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