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研報掘金丨長江證券:濟川藥業長期穩健發展,首予“買入”評級

長江證券研報指出,濟川藥業爲兒科中藥龍頭,長期穩健發展。公司專注於兒科、呼吸、消化、婦產及其它領域藥品的生產和銷售,主要產品爲蒲地藍消炎口服液、小兒豉翹清熱顆粒等。除藥品業務外,公司子公司蒲地藍日化主要從事蒲地藍牙膏等日化產品業務,康煦源主要從事保健品業務。同時,爲響應健康中國戰略,加快推進產業轉型升級,2021年起公司持續推進優質產品 BD引入,以商業拓展賦能外延式擴張,有助於公司業務的可持續發展。公司兩大核心品種企穩,二線品種逐漸發力;BD持續推進,賦能長期發展。首次覆蓋,給予“買入”評級。

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