《大行》野村:中生製藥(01177.HK)中績大致符合預期 目標價升至9.17元
野村發表研究報告指,中生製藥(01177.HK)2025年上半年業績大致符合預期,收入按年增長10.7%至176億元人民幣,與該行預期及市場預測基本相符,純利增長12.3%至34億元人民幣,較該行預測高19億元人民幣。若撇除已終止業務的收益,中期純利接近翻倍達到約31億元人民幣。
野村認為,中生製藥的業績增長主要來自於創新藥物銷售帶動,將今明兩年收入預測上調0.4%,並因較高股息收入,將盈利預測分別上調37%及1.3%,相信TQB3616、TQB2102及TQC3721等創新藥商業化及臨床進展可成為股價短期催化劑,維持「買入」評級,目標價由7.69元上調至9.17元。
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