同仁堂(600085.SH)逆勢升近5%創歷史新高 市值超800億元!
格隆匯4月25日丨同仁堂(600085.SH)今日低開高走逆勢走強,午後繼續衝高一度大升近5%報58.5元,股價創歷史新高,總市值超800億元,年內已累升超30%。葛蘭在管基金近日披露2023年一季報,其管理的醫藥主題基金在一季度小幅調倉,但整體並未發生明顯變化。以規模最大的中歐醫療健康為例,同仁堂依然是其前十大重倉股。展望2季度,葛蘭認為,隨着疫情對於行業的擾動逐步減弱,醫藥行業相關公司將會回到長期增長的趨勢中。行業長期增長邏輯沒有發生根本性的變化,創新依然是行業成長的最為重要的驅動力。此外業績方面,同仁堂2022年實現營收153.72億元,同比增長5.27%;淨利潤14.26億元,同比增長16.17%。天風證券、國海證券等多家機構指其業績增長超預期,持續看好品牌中藥龍頭。開源證券亦曾指出,中藥板塊支持政策與業績共振,或為醫藥主線賽道。

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