智通财经APP获悉，国药控股(01099)盘中跌近4%，截至发稿，跌3.44%，报19.36港元，成交额6936.53万港元。
消息面上，国药控股近日公布，2024年前三季度，营业总收入4424.23亿元(人民币，下同)，同比下降0.8%；归属于母公司所有者的净利润52.786亿元，同比下降13.4%。大摩指，由于收入及毛利率下降，对其2024至2030年度盈利预测下调4%至10%。目标价和情境价值下调4至9%。该行将国药目标价由25港元降至24港元。
大华继显研报认为，公司今年首9个月业绩欠佳，收入及盈利均低于预期。虽然低利率环境有助公司降低财务成本，但政策不确定性以及经济疲弱可能会继续影响公司2024年至2026年的盈利增长能见度，因此将其评级降至“沽售”，目标价由20港元降至18港元。
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