大和发表报告，将国药(01099.HK) 评级由“买入”降至“跑赢大市”，原因是增长能见度有限，且国内政策影响不一。同时将2024和2025年营收预测分别下调8%和11%，意味着按年增长持平或6%，将其目标价相应由26元降至22元，此相当于预测今年市盈率7倍。
该行表示，对国药2024年第四季器械及零售药房业务的销售额保持审慎态度，预计集团整体收入和净利润将按年分别增长2%和下跌9%，达到1,530亿元和27亿元人民币。对于2025年，新管理层可能会在反腐、带量采购和保险预算控制下，专注于盈利增长和毛利率扩张。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-22 16:25。)
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