智通财经APP获悉，翰森制药(03692)再涨超3%，截至发稿，涨2.22%，报20.75港元，成交额8535.52万港元。
消息面上，近日，翰森制药披露2024年业绩。花旗认为，公司去年收入同比升21.3%至123亿元人民币，略高于该行及市场预期1%至2%；纯利同比升33.4%至44亿元人民币，高于该行预期达一成。期内创新药物及抗体偶联药物(ADC)等收入同比升38.1%至约95亿元人民币，期内毛利率扩至91%。
交银国际发布研报称，重申翰森制药“买入”评级，将目标价由24港元升至24.6港元，对应32倍2025年市盈率，上调公司2025至2026年收入预测4至5%、净利润预测3至5%，以反映对阿美乐销售和SG&A费用率更乐观的预期。报告指出，公司去年业绩超市场预期，阿美乐表现亮眼。去年收入和净利润分别增长21.3%及33.4%，各至123亿及43.7亿元人民币，超市场预期。该行看好在阿美乐份额爬坡和新产品上市驱动下的长期业绩成长能见度。
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