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《大行报告》瑞信上调上海医药(02607.HK)目标价至22元 评级「跑赢大市」
阿思达克 05-03 10:18
瑞信发表研究报告指,受惠於药物生产及分销业务发展稳定,以及去年同期的低基数,上海医药(02607.HK)今年首季收入按年增长28%,胜预期。

瑞信表示,看好旗下互联网+医药商业科技平台「上药云健康」,以及创新医疗支付服务品牌镁信健康的发展。镁信、基石药业(02616.HK)、诺诚健华(09969.HK)、武田中国等与地方政府已达成新的战略合作,合约金额超过2.4亿元人民币。

另外,上药与康希诺生物(06185.HK)已建立合作关系,预期第三季可开始生产相关新冠疫苗,产能满荷每年将可达2亿至2.5亿剂。

瑞信看好其疫苗生产业务,因此上调2021至2023年每股盈利预测15%、17%及19%,将目标价相应调升至22元(原本18元),维持「跑赢大市」评级。

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