港股異動丨石藥集團逆勢升超4%創逾4個月新高,超預期業績公佈後獲多家大行上調目標價
繼昨日收升近8%後,石藥集團(1093.HK)今日繼續走強,盤中一度逆勢升4.64%報7.21港元,股價創1月初以來新高。石藥集團日前發佈業績顯示,2024年第一季度營收89.8億元,同比增長11.5%,高於預期的74.4億元;股東應占基本溢利17.24億元,同比增長11.6%。業績公佈後,中銀國際發表報吿指,石藥集團首季業績勝預期,成藥分部銷售增長強勁,銷售額按年增長17.7%,超出該行預期,主要因內地支原體肺炎疫情帶動抗感染藥物銷售、新產品的強勁銷售勢頭以及專門的銷售團隊管理。中銀國際指,石藥管理層稱見到第一季對創新藥物和醫院進入的有利政策,並維持了收入雙位數增長和新產品/次新產品銷售額至少30億元的指引。中銀國際上調石藥集團營收預期,因為第一季成藥增長強勁,產品組合調整提高毛利率,而營銷活動恢復和新產品推出則提高銷售費用率。並將其目標價上調至10.2港元,維持“買入”評級。另外,中金維持石藥集團“跑贏行業”評級,目標價9.3港元;瑞銀上調石藥集團目標價至10.1港元,重申“買入”評級;高盛上調石藥集團目標價至10.26港元,重申“買入”評級;野村和交銀國際均給予石藥集團“買入”評級,目標價升至11港元。

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