焦点板块及个股 | 石药集团;华住集团;金山云;沃尔玛;日本股市策略

中信证券财富管...
Aug 25

石药集团 (1093 HK; 43.72港元; 目标价: 60.5港元) 增长已启动石药集团2025年二季度业绩整体偏软,但预计下半年触底。上半年BD合作收入达11亿元,尚有26亿元以上已完成交易未确认。公司称BD进展顺利,下半年有望再达成两笔50亿美元级潜在交易。重磅品种KN026已推进至三季度申报BLA上市申请。包括EGFR ADC、GLP-1等创新药有望于2026年起驱动业绩加速增长。同时,...

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