智通财经APP获悉，石药集团(01093)反弹近4%，截至发稿，涨3.94%，报5.01港元，成交额6.86亿港元。
消息面上，石药集团此前发盈警，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%。大摩认为，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，因此认为这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。
野村则表示，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%。该行指出，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。
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