摩根士丹利发报告指，下调 复星医药 (02196.HK)目标价4%，从14.2港元降至13.7港元，维持“与大市同步”评级。大摩对该公司2025—2027年每股盈利预测下调4—11%，以反映2025年第一季盈利疲软，主要受仿制药带量采购（VBP）的影响及新药增长放缓的拖累。同时，大摩也下调资本开支预测，预计没有重大收购和新业务投资。
Source Link摩根士丹利发报告指，下调 复星医药 (02196.HK)目标价4%，从14.2港元降至13.7港元，维持“与大市同步”评级。大摩对该公司2025—2027年每股盈利预测下调4—11%，以反映2025年第一季盈利疲软，主要受仿制药带量采购（VBP）的影响及新药增长放缓的拖累。同时，大摩也下调资本开支预测，预计没有重大收购和新业务投资。
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