研報掘金丨國聯民生:復星醫藥長期發展值得期待,維持“增持”評級
國聯民生證券研報指出,復星醫藥(600196.SH)2025年一季報實現歸母淨利潤7.65億元,同比增加25.42%,集採、新運營醫療結構和投入期子公司帶來短期業績波動本期歸母淨利潤同比增速高於收入增速,主要是由於出售Unicorn II HoldingsLimited(主要資產爲和睦家醫院和診所)的股權收益和金融資產的公允價值變動。鑑於復星醫藥聚焦新藥和高值器械,醫療服務有減虧趨勢,長期發展值得期待,維持“增持”評級。
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