智通财经APP获悉，石药集团(01093)跌超4%，截至发稿，跌4.21%，报4.78港元，成交额3.19亿港元。
消息面上，石药集团近日发盈警，预计集团截至2024年12月31日止年度的公司拥有人应占溢利将同比减少约26%。主要由于成药业务收入较同比减少约7%所致。美银证券指出，公司称收入及净利润下跌主要由津优力及多美素于京津冀“3+N”联盟药品集采中价格下跌，以及玄宁没有在国家第八批集采中中选，导致抗癌治疗及心向管治疗领域收入同比跌28%及15%。
野村表示，维持石药集团“买入”评级，目标价由7.02港元下调至6.48港元。美银证券发布研报称，维持石药集团“跑输大市”评级，目标价由4.1港元降至4港元，基于主要产品减价影响。该行调整对石药2024年至2026年收入预测，介乎下调1%至上调3%。同时上调去年及今年纯利预测19%及1%，但下调明年纯利预测12%。
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