美银证券发表研报指，国药控股上半年总收入按年跌2.9%至2860亿元，毛利率由去年同期的7.4%降至7.1%，归属股东净利润按年下降6.4%至35亿元。至于次季，总收入按年跌2.1%、按季升1.9%至1444亿元，归属股东净利润按年跌12%至20亿元。为反映带量采购扩张对药品及医疗器械业务的影响，该行将2025至27年收入预测下调1.6%至1.7%，盈利预测下调3.1%、2.9%及2.8%；目标价由22.2港元微升至23港元，重申“买入”评级。
美银证券发表研报指，国药控股上半年总收入按年跌2.9%至2860亿元，毛利率由去年同期的7.4%降至7.1%，归属股东净利润按年下降6.4%至35亿元。至于次季，总收入按年跌2.1%、按季升1.9%至1444亿元，归属股东净利润按年跌12%至20亿元。为反映带量采购扩张对药品及医疗器械业务的影响，该行将2025至27年收入预测下调1.6%至1.7%，盈利预测下调3.1%、2.9%及2.8%；目标价由22.2港元微升至23港元，重申“买入”评级。
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