大行评级丨大和:微升石药目标价至11.2港元,维持“买入”评级

格隆汇
10 hours ago
大和发表研报指,石药集团中期收入同比增长40.1%至185.9亿元,符合此前业务预告及该行预期,高于市场预测;净利润61亿元,同样符合盈利预告范围及该行预期,主要受授权费收入带动。期内产品销售收入同比增长4.1%至127亿元,延续首季的增长趋势,符合管理层对全年产品收入录得增长的指引。集团成品药业务复苏主要受神经系统药物收入增长超越预期的带动,第二季同比增长加快至33.1%,对比首季为22.2%。大和将2026至2028年每股盈利预测上调1%至19%,以反映产品销售及毛利率预测上调,目标价由11港元上调至11.2港元,维持“买入”评级。

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