《大行》里昂:石藥集團(01093.HK)股價疲軟 惟基本面良好 業務發展進度符預期
里昂發表研究報告指,石藥集團(01093.HK)股價表現疲軟,主要是市場對國家健保局今日公佈的第十一輪帶量採購政策(VBP)措施出現恐慌,特別是要求每家醫療機構每個品種的年需求量不低於2023-2024年度平均使用量的80%。
該行表示,注意到與往年相比,帶量採購要求保持不變,而隨著VBP政策開始推出優化措施,市場預期其要求將更加寬鬆。該行表示,就石藥集團而言,第十一輪VBP中並未包含任何產品,認為公司基本面良好,業務發展進度符合預期。(ca/w)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.