《大行》汇丰:中国药企内地业务受压 全球管线进展成焦点 首选翰森(03692.HK)

阿斯达克财经
Sep 29

汇丰研究发表研报指,在反腐措施及医保控费下,中国药企上半年业绩表现分化,该行所覆盖药企股价年内平均回调约19%,远逊于同期恒指及沪深300表现。该行预期今年下半年中国医药市场将复苏,但步伐会较缓慢,创新药占比较高的龙头药企2027至2028年产品收入预料可按年增长10%至15%(其中创新药业务料增长超过20%),其余药企则有望受惠多款新药于2027年后上市,预期亦可录得中至高单位数增幅。该行认为,...

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