智通财经APP获悉,白云山(00874)跌超3%,截至发稿,跌3.02%,报16.7港元,成交额297.31万港元。
消息面上,摩根士丹利发布研报称,在白云山今年次季报告后,由于销售额及毛利率的下降,下调白云山2024-2030年盈利预期3%-11%。大摩亦调高其应收帐款天数。综上,大摩下调白云山目标价14.6%,由25.4港元降至21.7港元。暂维持“与大市同步”评级。今年上半年,白云山实现营收410.4亿元,同比增长2.7%;归母净利润25.5亿元,同比减少9.3%。据测算,二季度实现营收181亿元,同比减少1.3%;归母净利润5.9亿元,同比减少34.5%。
值得注意的是,据广东省纪委监委8月30日消息,广州医药集团有限公司原党委书记、董事长李楚源涉嫌严重违纪违法,目前正接受广东省纪委监委纪律审查和监察调查。据悉,广药集团系A股上市公司白云山的母公司,李楚源原担任白云山董事长。今年7月22日,白云山曾公告称,李楚源因个人原因辞去公司第九届董事会董事长、执行董事及董事会战略发展与投资委员会主任的职务。
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