智通财经APP获悉,锦欣生殖(01951)现跌超4%,截至发稿,跌4.1%,报2.57港元,成交额4752.13万港元。
消息面上,特朗普1月20日上任首日签署废除“出生公民权”行政令,引发舆论哗然,并在美国多地遭遇法律挑战。里昂发布研报称,将锦欣生殖2024年至2026年的收入及纯利预测分别下调1%至2%,以反映美国总统特朗普有关美国公民出生地原则的行政命令对公司业务增长的潜在影响。该行维持评级“跑赢大市”,目标价由3.7港元降至3.4港元。
公开资料显示,锦欣生殖在中国和美国辅助生殖市场中占有领先地位。交银国际指出,锦欣生殖已在全球打造成熟机构+孵化机构+境外机构的综合服务网络,其中成熟机构(成都+大湾区)和核心海外机构(美国HRC)的取卵周期数增长有望受益于消费环境的边际改善、刚性生育需求及产能扩张,同时武汉、云南、老挝等孵化或海外新设机构持续业务放量、减亏。
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