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研報掘金丨平安證券:上海醫藥未來業績有望保持較快增長,首予“推薦”評級
格隆匯 03-17 14:58

平安證券研報指出,上海醫藥(601607.SH)在醫藥工業領域具備增長潛力,積極佈局創新藥,多個新藥管線進入臨牀研究階段。同時,公司通過收併購賦能中藥板塊,如2025 年擬收購上海和黃藥業10%股權,有助於突破區域壁壘,強化營銷下沉以及嫁接國際化路徑,進一步強化中藥業務佈局。公司具備深厚的國資背景和全產業鏈佈局。隨着創新藥管線的逐步兌現、中藥板塊的持續增長以及商業板塊的穩定發揮,公司未來業績有望保持較快增長。首次覆蓋,給予“推薦”評級。

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