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研報掘金丨海通證券:恩華藥業上半年業績穩健增長,維持“優於大市”評級
格隆匯8月9日丨海通證券8日研報指出,恩華藥業(002262.SZ)上半年業績穩健增長,麻醉線產品快速放量。23年上半年公司業績實現穩健增長,公司根據臨牀需求及痛點制定重點產品品牌策略,建立產品的差異化競爭優勢,使充分競爭的品種保持增長。公司積極推進市場準入、學術推廣及市場醫學服務支持等工作,促進麻醉藥產品銷售快速增長。麻醉和精神線產品業務不斷下沉,深度挖掘縣域基層與民營醫院市場,促進非集採產品較快增長。該行認為隨着手術量進一步復甦,麻醉藥產品有望繼續放量,促進公司整體業績增長。手術量持續復甦帶動公司麻醉藥業務快速增長,新獲批產品放量可期。參考可比公司,該行給予公司2023年28-33XPE,對應合理價值區間為30.52-35.97元,維持“優於大市”評級。
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