异动解读|中国生物制药盘中下跌3.14%,大摩下调目标价叠加制药板块持续承压

行情直击
Jun 04

6月4日,中国生物制药盘中下跌3.14%,报4.62港元,成交额1.86亿港元。

消息面上,摩根士丹利近日发布研报,将中国生物制药目标价由8.3港元下调至7.8港元,维持增持评级。该行纳入新引进授权的bepirovirsen,预计自2027年开始贡献收入,同时根据管理层指引移除来自Sinovac LS的股息收入假设,将2026至2028年每股盈利预测分别下调8%、7%及7%。此外,制药板块今日整体走弱,绿叶制药跌12.9%,恒瑞医药跌4.2%,先声药业跌2.24%,行业系统性抛压加剧个股跌幅。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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