【券商聚焦】摩根士丹利首予维升药业(02561)增持评级 对其产品管线质量及中国市场商业前景持乐观态度

金吾财讯
06 May

金吾财讯 | 摩根士丹利发研报指,维升药业(02561)是专注于内分泌治疗的强劲增长型企业,其独特的起源背景使其能够加速推进已在海外验证的产品管线,从而在无需承担传统引进许可成本的前提下,捕捉中国代谢类疾病市场的显著增长潜力。该行首次覆盖,给予维升增持评级。该行对维升的产品管线质量及其在中国市场的商业前景持乐观态度。若未来出现刺激政策加码和中美贸易摩擦缓解等利好因素,将进一步推动公司估值的上行空间。根据2030年预测收入2.4倍市销率,该行对维升的目标价为80港元,这意味相对于目前的估价尚有超过80%的上涨空间。该行认为公司当前的估值尚未充分反映其重大的商业潜力,未来的上涨空间应由稳步的审批进展和高效的商业执行所驱动。

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