研報掘金丨中信建投:智飛生物帶狀皰疹疫苗貢獻新增量,維持“買入”評級
中信建投證券研報指出,智飛生物(300122.SZ)23年業績符合預期,24一季報業績低於此前預期。2023年業績實現快速增長,主要得益於9價HPV疫苗快速放量,2024年公司將繼續推動HPV疫苗放量,提升國內接種率。同時,在代理銷售GSK重組帶狀皰疹疫苗的第一年,公司將積極完成全年推廣目標,為業績增長提供新動力。自主產品方面,微卡、宜卡產品隨着推廣准入逐漸推進,放量有望加速;研發管線持續推進,將助力公司業績長期持續增長。此外,公司將積極推進宸安生物的收購事項,整合集團孵化的優質製藥企業,讓產品線與業務逐漸拓展覆蓋至治療性製藥領域,助力公司長期發展。維持“買入”評級。
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