《大行》汇丰研究:内地制药及医疗器材子产业能见度提高 偏好百济神州(BGNE.US)、中生制药(01177.HK)及海吉亚医疗(06078.HK)等

阿斯达克财经
Jan 06, 2025

汇丰研究发表报告指,内地医药保健行业去年经历艰难一年。在盈利比较基数低,政策影响放缓,以及增长复苏可见度改善下,该行对行业今年展望更加乐观,料海外扩张是今年行业支柱之一。快速转变的政策及宏观环境是药企管理层需要快速适应的地方,而医保收紧料刺激管理层加大投入力度以提振收入。该行指内地医药保健行业现估值较历史前瞻均值低出一个标准差,由于今年盈利有望见底回升,料该行所覆盖医药保健企业今年每股盈利平均升...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10