摩根士丹利发表研究报告指,预期华润医疗上半年净利润将录得轻微增长。由于按疾病诊断相关分组(DRG)和按病种分值(DIP)两种医保支付方式的压力持续,预期基本业务利润将出现高双位数的按年下降。同时,该行将诉讼和解的一次性收益2.09亿元计算在内。大摩上调华润医疗今年每股盈测5%,但对2026及27年每股盈测分别下调8%和4%,目标价由3.3港元降至3港元,维持“减持”评级。
摩根士丹利发表研究报告指,预期华润医疗上半年净利润将录得轻微增长。由于按疾病诊断相关分组(DRG)和按病种分值(DIP)两种医保支付方式的压力持续,预期基本业务利润将出现高双位数的按年下降。同时,该行将诉讼和解的一次性收益2.09亿元计算在内。大摩上调华润医疗今年每股盈测5%,但对2026及27年每股盈测分别下调8%和4%,目标价由3.3港元降至3港元,维持“减持”评级。
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