金吾财讯 | 石药集团(01093)股价受盈警消息拖累，截至发稿，报4.81港元，跌4.37%，成交额7.56亿港元。据盈警公告，预计2024年度溢利将较2023年度的58.73亿人民币减少约26%。主要由于成药业务收入减少约7%。野村表示，对石药2024财年的营收及盈利预测，较市场普遍预期低0.9%及0.8%；至于对2025财年的预测则高出0.1%及0.9%。该行亦指，理解石药在成熟业务方面面临压力，但认为公司最近对早期资产的对外授权部分，缓解了相关压力。野村将其2024财年收入及盈利预测，分别下调1.2%及 6.4%，主要考虑到集团去年首九个月的药品销售疲弱，以及1亿美元的预定许可收入。另外，该行亦将石药2025财年收入及盈利预测分别上调2.1%及0.8%。H股目标价由7.02港元下调至6.48港元，维持“买入”评级。
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