中国中药(00570)跌3.65% 料2025年盈转亏 大摩料其股价仍有进一步下行空间

金吾财讯
Jan 28

金吾财讯 | 中国中药(00570)股价受压,截至发稿,报2.11港元,跌3.65%,成交额3.65港元。中国中药公布,预期集团截至2025年12月31日止年度由盈转亏,亏损净额区间预计约为人民币3.50亿元至5亿元,上年同期溢利净额约为人民币2077万元;及本期经调整溢利净额同比下降45%至55%,上年同期约为人民币6.355亿元。大摩发布策略报告表示,相信中国中药的股价将在未来30天下跌,予其“减持”评级,目标价1.5港元。该行指,预计股价出现变动是由盈警所致,该公司预计2025年度将录得亏损,属2013年以来首见。该行相信,面对市场规模萎缩的困境,公司未透露透过内部资源拓展或并购开拓新市场的具体规划。因此,市场目前对公司2026年业绩的能见度偏低,预期股价仍有进一步下行空间。

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