智通财经APP获悉，高盛发布研报称，中国生物制药(01177)宣布拟以现金44.8亿元人民币，按约19倍过去12个月市盈率估值，增购附属公司正大天晴额外5%股权;完成后有效持股将由60%升至65%。高盛维持公司2026年盈利预测大致不变，并将2027年及2028年盈利预测各上调9.1%，维持“买入”评级，并将目标价由8.65港元上调至9.07港元。
管理层表示，交易具策略吸引力，可在较香港上市同业约26倍市盈率折让下，增加对集团核心盈利及创新引擎的敞口。按正大天晴过去12个月经调整净利计算，管理层预计所购股权可为集团额外贡献约3.5亿元人民币应占盈利，相当于截至2026年6月集团过去12个月经调整利润约7.4%。高盛表示，上调2027年及2028年盈利预测主要反映正大天晴少数股东权益下降，以及全资附属公司LaNova及Hygieia商务拓展贡献概率提高。
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