中信证券:维持思派健康(00314)“买入”评级 目标价6.5港元

智通财经
Sep 22, 2025

智通财经APP获悉,中信证券发布研报称,看好商业健康险行业发展趋势以及思派健康(00314)“医、药、险”生态闭环构筑的核心竞争优势,后续盈利改善值得期待。基于公司2025H1公司对特药药房业务以及惠民保业务进行战略性优化重组,调整2025/26/27年公司营业收入预测为21.0/19.4/20.7亿元(原预测为49.2/52.6/55.7亿元);调整公司净利润预测为亏损9900万元/亏损2900万元/盈利3200万元(原预测为亏损1.07亿元/亏损3500万元/盈利3200万元)。绝对估值法下,公司2025年目标价为6.5港元,对应6.0元,维持“买入”评级。

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