大摩发表报告，指石药集团(01093.HK) 早前发盈警，意味第四季销售按年跌16%至约65.6亿元人民币，符合该行预期的67.6亿元人民币，而初步纯利或跌63%至约5.68亿元人民币，则低于该行预期的8.11亿元人民币。
该行表示，由于传统药品价格在集中采购(VBPs)渠道内下跌，很大程度上投资者已预料其利润下跌，故认为是次盈警对其股价影响不大。从正面来看，管理层早前表示，旗下药物恩必普(NBP)第四季销售呈按季良好复苏，而新药销售业务去年贡献20亿元人民币，料今年将会倍增。
该行给予其目标价为6.8元，其评级为“增持”。(ca/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-25 16:25。)
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