瑞银:预测医疗健康板块今年收入增长约10%,首选三生制药

格隆汇
Feb 28

2月28日,瑞银发表研报指,根据最新行业销售数据及授权交易情况,目前预测其评级的医疗健康企业在2025及2026年的收入增长中位数将分别为16%及10%,相信大部分企业的核心产品售表现都将符合或高于该行预期。

瑞银改列三生制药为首选股,给予“买入”评级及目标价41港元,认为其估值合理。展望2026年,该行预测板块收入增长中位数为10%,看好创新药销售增长稳健及研发进展理想。该行并上调多只股份目标价,将石药集团目标价由10港元上调至10.9港元,恒瑞医药目标价从96.9港元上调至98.3港元,并分别给予“中性”及“买入”评级。

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责任编辑:小讯

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