大行每日評級 | 開戶數目創紀錄，大和予招商證券買入評級
瑞士信貸：將上海醫藥(02607.HK)目標價由15港元降至13.7港元，評級中性瑞信發表報告指，上海醫藥去年下半年收入按年增長6%，符合該行預期，但盈利表現則遜預期，主要由於毛利率下跌，及經營開支增加。瑞信調低其目標價，並調升今明兩年每股盈利預測分別21%及9.3%。該行提到，受疫情影響，料上海醫藥的分銷及生產業務會受到影響，但集團與康希諾生物(06185.HK)合營估計可貢獻顯着的新冠疫苗盈利。
大和：將招商證券(06099.HK)目標價由17港元下調至14港元，評級買入大和發表評級報告指，透過手機應用程式、微信小程序、銀行分行以及多元化創新線上線下渠道營銷，招商證券去年開新戶數目按年增82%，成爲年度最高的開新戶記錄。財務管理客戶數目按年增24%，以及資產規模按年增22%。該行表示，參考去年業績及明年較高的市場資本假設，上調公司22年至23年盈利預測2%至14%，惟將其目標價下調至14港元，意味着公司今年1倍市淨率預測。
匯豐研究：將信達生物(01801.HK)目標價由60港元下調至55港元，評級買入匯豐發表評級報告指，受到強勁生物仿製藥的銷售，信達生物去年產品銷售收入爲40億元，略超出預期。該行將其22年及23年產品銷售分別上調4%至59億元，和6%至83億元，以反映禮來(LLY.N)兩項新的認可資產銷售。盈利方面，該行提高其22年和23年淨虧損預測至分別31億元及25億元(早前爲20億元人及17億元)。該行指，禮來於今年推出兩種BD藥物，料會帶動公司銷售額，故將公司22年至23年收入預測上調5%至8%，將其目標價下調至55港元，意味其股價有86%上行空間。
摩根士丹利：維持舜宇光學科技(02382.HK)增持評級，目標價190港元摩根士丹利發研報指，指舜宇首季攝像頭模組出貨量按年跌23%，手機鏡頭出貨量跌12%，與同業大立光首季收入跌14%一致。該行相信，增長乏力主要反映汽車供應緊張，而不是市佔被蠶食，並預期車載鏡頭出貨量將因汽車產量上升而有所改善。大摩指出，舜宇首季付運如預期疲弱，可能減弱投資者對其2022年的期望。而目前疫情封城措施或成爲公司4月份的不利因素，惟其後的潛在復甦或有助於對該股估值重評。
摩根士丹利：將中國鋁業(02600.HK)目標價由6.6港元降至6港元，評級增持摩根士丹利發表報告指，其按市值計算鋁價，反映由於能源價格上升和地緣政治不明朗，導致海外供應緊張，令年初至今鋁價上漲。該行下調中國鋁業目標價至6元，相當於預測今年賬面值1.3倍。大摩表示，調升中國鋁業今明兩年每股盈利預測分別2.6%及2%，主因其將鋁產品兩年均價預測調升8%及11%，氧化鋁價格預測亦上調7%及10%。
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