研報掘金丨中郵證券:維持上海醫藥“買入”評級,創新業務驅動成長
中郵證券研報指出,上海醫藥費用管控良好,提質增效持續推進。公司包括進口總代、創新藥服務、CSO、器械大健康在內的多項創新業務保持良好增長。2025Q1公司進口總代業務實現銷售收入86億元,同比增長9.0%。創新藥業務實現銷售收入125 億元,同比增長達到23.2%。在持續研發投入下,多款產品獲批及報產,多個創新藥研發以及中藥二次開發項目取得積極進展。維持“買入”評級。
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