大行每日評級 | 大摩維持國藥控股增持評級
1.大摩：維持國藥控股增持評級 目標價升4.6%至32港元
大摩發佈研究報告稱，維持國藥控股（01099）“增持”評級，目標價由30.6港元調高4.6%至32港元，上調2021-30年銷售及毛利率假設，不過同時調高銷售及推廣開支的預測，令該期間盈利變化爲跌10%至升14%。
2.瑞銀：重申華潤電力買入評級 目標價升34.8%至29港元
瑞銀髮布研究報告稱，重申華潤電力（00836）“買入”評級，併爲行業首選，目標價由21.5港元升至29港元，相當於明年預測市賬率1.4倍，反映公司今年上半年業績優於預期。
報告中稱，上調公司今年至2023年盈利預測分別15%、10%及5%，主要由於公司今年新增可再生能源產能預計達4.9吉瓦，高於該行早前預期的3.9吉瓦；今年的風電利用小時較高，由26%升至27%；及利息成本下降0.6個百分點。該行相信，公司有未於盈利預測反映的催化劑，包括受惠於碳交易和綠色電價推出、錯峯用電定價改革，及煤價改革等。
3.大摩：維持上海醫藥增持評級 目標價上調7%至22港元
大摩發佈研究報告稱，維持上海醫藥（02607）“增持”評級，預計2021-24年盈利變化爲-8%至+7%，目標價由20.5港元上調至22港元。
報告中稱，大摩上調公司銷售預期，主要假設雲南白藥合作令產品組合擴大，同時降低2021年和2022年整體毛利率預測，以反映集中採購降價帶來的分銷毛利率下降，但提高2023年和2024年的毛利率預測。
4.花旗：上調洛陽鉬業目標價至8.3港元 評級買入花旗發表報告指，銅和鈷的價格走勢強勁，將洛陽鉬業(03993.HK)目標價上調27.7%至8.3港元，維持買入評級，認爲其H股股價比A股有折讓，因此較偏好港股。由於預計銅價在今明兩年都會上漲、鈷價升勢持續到後年，以及公司自2024年起將會擴大銅的產能，花旗上調洛陽鉬業今年盈利預測6.9%，明年盈利預測上調7.6%，2023年盈利預測則下調2.9%。
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