异动解读|恒瑞医药盘中下跌3.03%,交银国际下调目标价叠加中报承压

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8月24日,恒瑞医药盘中下跌3.03%,报46.74港元,成交额3.26亿港元。

消息面上,交银国际当日发布研报,下调恒瑞医药DCF目标价至57港元,指出存量品种或持续承压,维持中性评级。该机构认为公司仿制药收入受地方集采影响同比下滑16%,肿瘤创新药增速放缓至2.6%,成熟品种竞争加剧及竞品集采降价构成压力,当前估值合理但后续潜在升幅有限。

此前公司披露半年报显示,营收154.56亿元同比下降1.94%,扣非归母净利润37.30亿元同比大幅下滑12.71%,经营活动现金流净额同比骤降53.8%,主业盈利质量明显承压,股价已连续多日走弱。

(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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