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港股異動丨恒瑞醫藥升約5% 獲Wellington增持36.25萬股 大摩首次覆蓋並予“增持”評級
格隆匯 07-02 15:47
恒瑞醫藥(1276.HK)今日盤中一度升4.93%至56.45港元。聯交所最新權益披露資料顯示,恒瑞醫藥於6月26日獲Wellington Management Group LLP在場內以每股均價56.0764港元增持36.25萬股,涉資約2032.55萬港元。增持後,其持股比例由4.94%上升至5.08%。大摩發研報指,恒瑞醫藥在內地藥企中擁有最廣泛且最平衡的產品組合及管線,公司預期2025至27年將有47款新藥獲批上市。而公司自2018年起,有14個對外授權交易,涉資共150億美元,涵蓋不同階段及技術平台。加上國際藥企對採購內地藥企資產的興趣越來越高,該行料未來將有更多對外授權交易。該行料恒瑞2024至27年間創新藥銷售的年均複合增長率為34%,公司收入及淨利潤的年均複合增長率分別料18%及24%;首次覆蓋其H股並予目標價78港元,評級“增持”。(格隆匯)

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