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研報掘金丨東方證券:維持科倫藥業“買入”評級,目標價42.24元
東方證券研報指出,科倫藥業(002422.SZ)2024年歸母淨利潤29.36億元(+19.53%)業績快速增長,主要得益於輸液及抗生素產品需求旺盛、子公司科倫博泰多款創新藥的里程碑付款以及費用管控出色。2025年第一季度歸母淨利潤5.84億元(-43.07%),業績同比稍有回落主要系去年同期輸液板塊和科倫博泰基數較高所致。根據可比公司估值水平,認爲公司的合理估值水平爲2025年的24倍市盈率,對應目標價爲42.24元,維持“買入”評級。
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