《大行》中金:信达生物(01801.HK)创新驱动业绩强劲增长 上调今年盈测

阿斯达克财经
Feb 09

中金研报指出,信达生物(01801.HK) 预告去年全年产品收入约119亿元人民币(下同),年增约45%,其中第四季度产品收入约33亿元,年增超过60%,符合中金预期。由于四季度公司计提了六款首次纳入2026年医保目录新产品的库存补差,预计剔除该影响,公司四季度实际收入将体现更明显增长,略超中金预期,主要得益于新品放量。考虑到公司商业化成效,中金上调集团2025年收入预测5%至126亿元;考虑到...

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