里昂的研究报告指，国药(01099.HK) 第三季收入按年温和微增1.9%至1,477亿元人民币，纯利按年跌20.9%，录得15.75亿元人民币，主要是受到毛利率倒退而影响。但该行仍相信，宏观环境改善以及近期的管理层变更可为公司的经营效率带来变革性影响，从而提高盈利的稳定性。该行亦提到，医疗保险基金与药品分销商之间更广泛使用直接现金结算将是潜在毛利扩张和经营资本效率提高的关键动力。
该行对公司今明两年的盈利预测大致不变，目标价由21.8元升至24.8元，维持“跑赢大市”评级。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2024-10-28 16:25。)
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