交银国际发表研究报告指，港股处方药板块年初以来表现亮眼，结合全医药产业及板块内重点个股表现，市场的核心关注点包括大型BD出海交易及基本面预期变化。
报告提到，虽然板块表观估值水平较高，但剔除BD合作后的核心业务估值仍具吸引力，考虑到创新驱动下长期增长确定性持续提升，料未来仍有估值上调空间。
该行看好短期业绩增长胜预期和长期创新价值兼具的公司，并挑选估值上行空间较大的个股，重点推荐先声药业(02096.HK) ，并建议重点关注翰森制药(03692.HK) 、中生制药(01177.HK) 、通化东宝(600867.SH) 等存在出海或业绩催化的公司。该行上调翰森制药及中生制药的目标价，分别为33元及5.9元，但将科伦药业(002422.SZ) 评级下调至“中性”，并维持恒瑞医药(600276.SH) 和石药集团(01093.HK) 的“中性”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 12:25。) (A股报价延迟最少十五分钟。)
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