《大行報告》摩通料中生製藥(01177.HK)可受惠創新藥獲批准 估首季純利年升27%
摩根大通發表研究報告指,近日傳出中國第五輪集中採購將正式啟動,相信中生製藥(01177.HK)不會受到太大影響,預期中生的AK105、安羅替尼及布地奈德等創新藥及仿製藥若獲批,將成為未來主要增長動力。
另外,摩通亦指出,市場低估了中生製藥於科興的投資所帶來的正面影響,估計至4月底已售出逾3億劑疫苗,將為中生貢獻不少利潤。
摩通預測中生首季收入將達68億元人民幣,即按年升10%,盈利預期按年升27%至11億元人民幣;全年每股盈利料達0.23元人民幣,高於市場預期的每股0.19元人民幣,維持目標價13.5元及 「增持」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
![](/hk/assets/image/code.84ab0b.png)
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.