摩根士丹利发表研究报告指,预计固生堂(02273.HK) 中期收入增长约17%,经调整净利润升逾20%,较快的线下增长被较慢的线上扩张所部分抵销。对于2025年全年,大摩将固生堂的每股盈测上调4%,预期人工智能收入贡献将抵销相关投资影响,使全年录得经调整净利润4.8亿元人民币。同时,由于宏观经济不景气和部分地区的报销压力,将2026及27年的每股盈测分别下调9%和11%,并预计收入与利润增长率分别...
Source Link摩根士丹利发表研究报告指,预计固生堂(02273.HK) 中期收入增长约17%,经调整净利润升逾20%,较快的线下增长被较慢的线上扩张所部分抵销。对于2025年全年,大摩将固生堂的每股盈测上调4%,预期人工智能收入贡献将抵销相关投资影响,使全年录得经调整净利润4.8亿元人民币。同时,由于宏观经济不景气和部分地区的报销压力,将2026及27年的每股盈测分别下调9%和11%,并预计收入与利润增长率分别...
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