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研報掘金丨中信建投:恒瑞醫藥業績略超預期,維持“買入”評級
格隆匯 04-07 15:18

中信建投證券研報指出,恒瑞醫藥(600276.SH)2024年實現營業收入279.85億元,同比增長22.63%;實現歸母淨利潤63.37 億元,同比增長47.28%。業績略超預期。公司研發管線多款產品即將進入成熟期,未來幾年將集中上市,同時現有研發管線規模不斷增長,形成了短期催化與長期成長並存的局面。疊加國家鼓勵創新藥研發的長期導向,基本面與政策將持續共振。未來創新藥放量+高端仿製藥出海將助力公司持續釋放業績增長動能。考慮到公司創新藥產品具有較好的增長前景和盈利回報,維持對恒瑞醫藥“買入”評級。

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