花旗发表研报指,尽管短期面临地区医保基金压力与带量采购扩张带来的挑战,国药控股管理层仍对行业长期发展持积极态度。管理层预期今年下半年起可能出现转折点,因创新药品及医疗器械销售快速增长、专业服务带动市场份额提升,以及去年下半年基数相对较低。该行将2025至27年收入预测分别下调8%、9%及11%,净利润预测下调12%、11%及11%,目标价由23.8港元微降至22.7港元,评级“买入”。
花旗发表研报指,尽管短期面临地区医保基金压力与带量采购扩张带来的挑战,国药控股管理层仍对行业长期发展持积极态度。管理层预期今年下半年起可能出现转折点,因创新药品及医疗器械销售快速增长、专业服务带动市场份额提升,以及去年下半年基数相对较低。该行将2025至27年收入预测分别下调8%、9%及11%,净利润预测下调12%、11%及11%,目标价由23.8港元微降至22.7港元,评级“买入”。
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