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研報掘金丨浙商證券:上海醫藥23年利潤短期承壓,看好24年拐點
格隆匯 04-10 17:13

浙商證券研報指出,上海醫藥(601607.SH)2023年收入穩健增長,利潤短期承壓,看好24年拐點,維持“增持”評級。公司在創新分銷業務方面持續發力,與海外MNC 銷售合作加深,實現了高於板塊整體的增速。2023年公司新增進口總代產品數達到29個,CSO業務收入29億元,yoy約50%。展望來看,該行看好公司商業端在創新分銷、非藥分銷等高附加值、新興分銷業務方面的持續、快速拓展,且看好公司在南北平台融合項目推進下實現內部運營效率的持續提升。預計2024年起公司或迎來創新藥商業化窗口,在工業端強大院端銷售能力加持下,看好創新藥帶來的增長彈性。

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