智通财经APP获悉，大摩发布研报称，相信国药控股(01099)未来30天内股价将升，发生机率70%至80%，评级“增持”，目标价22.5港元。大摩指，受国内需求疲软及中国技术授权活动影响，药品分销商在2025年持续未受市场关注。以2026年6.5倍市盈率计算，认为国药控股现时具备良好进场时机。
大摩解释指，国药控股旗下两家子公司已公布第三季业绩，显示逐季呈正向转折，并对集团产生正面效应。当中，附属国药股份(600511.SH)作为集团北京地区分销商及全国麻醉药品主要供应商，第三季度营收与利润同比分别增长4%及13%，呈现正向转折。负责国药集团南方分销网络及国大药房连锁的国药一致(000028.SZ)第三季营收与净利分别同比下降2%及10%，但该公司指出分销业务已“趋于稳定并恢复增长”。
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