《大行》中銀國際升中生製藥(01177.HK)目標價至8.7元 維持「買入」評級
中銀國際發表研究報告指,中生製藥(01177.HK)上半年收入按年增長10.7%,符合預期,主要來自於創新藥、生物類似藥銷售強勁,以及仿製藥銷售復甦的推動。持續經營業務淨利潤按年大幅增長140%,相信是受到股息收入及金融資產變動的支持。管理層維持2025年雙位數增長指引,預期下半年將錄得3億美元默沙東里程碑付款及潛在BD授權交易。中銀國際估算,中生製藥的創新藥貢獻預計將從2025年的50%上升至2027年的60%,將目標價從7.7元升至8.7元,維持「買入」評級。
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