金吾财讯 | 中信证券表示,近期,市场风格趋于谨慎,中药高股息标的关注度持续上升。在此背景下,中药板块凭借"低估值+高股息+成本端改善"三重属性,成为具备高确定性的细分投资板块。该机构梳理两条投资主线:1)高股息率、业绩稳健标的。2)业绩边际向好、股息率具备一定吸引力的标的。风险因素:渠道库存积压的风险;业绩不及预期的风险;成本上涨的风险;集采不及预期的风险;重大支出后降低股息率的风险。
金吾财讯 | 中信证券表示,近期,市场风格趋于谨慎,中药高股息标的关注度持续上升。在此背景下,中药板块凭借"低估值+高股息+成本端改善"三重属性,成为具备高确定性的细分投资板块。该机构梳理两条投资主线:1)高股息率、业绩稳健标的。2)业绩边际向好、股息率具备一定吸引力的标的。风险因素:渠道库存积压的风险;业绩不及预期的风险;成本上涨的风险;集采不及预期的风险;重大支出后降低股息率的风险。
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