中金:维持康诺亚-B跑赢行业评级 上调目标价至85.00港元

新浪网
Aug 27, 2025

中金发布研报称,由于康诺亚-BCM313和CM355对外授权首付款及近期付款确认增厚,将2025年盈利亏损由8.37亿元调整至5.24亿元,2026年盈利预测维持基本不变。维持跑赢行业评级,由于公司管线出海开始落地,基于DCF估值,该行上调目标价54.5%至85.00港币,较当前股价有16.8%的上行空间。中金主要观点如下:1H25销售符合该行预期公司公布1H25业绩:收入4.99亿元,同比增长...

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