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摩通:相信藥明生物(2269.HK)受UVL事件影響可控 重申“增持”評級
格隆匯 02-09 14:56

摩通發表報吿,指美國商務部將藥明生物(2269.HK)子公司無錫藥明生物及上海藥明生物列入未經核實名單(UVL),對其運營和財務的影響在短期內是可控的,而且藥明生物的供應商多元化戰略似乎具有先見之明,亦有提出上訴的途徑和與供應一同解決問題。摩通監於近期藥明生物發盈喜,重申其目標價112港元和“增持”評級。

摩通引述藥明生物管理層表示,公司被列入UVL是由於美國商務部無法對公司從美國供應商採購的生物反應器硬件和高效能中空纖維過濾器的實際用途進行現場驗證,公司過去10年均獲得這些產品出口批准,但商務部取消了原定於2019年底進行的現場檢查,並將其重新安排到2020年,但由於疫情檢查在過去兩年中進一步推遲。

摩通表示,藥明生物能從歐洲和日本供應商採購這兩類設備,管理層表示供應商變更不會影響毛利率,而且被列入UVL的影響遠低過列入“實體清單”和“黑名單”,因為UVL不會限制公司向美國客户銷售產品。

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