摩根士丹利发布研报称，给予石药集团(01093)“增持”评级，目标价由6.6港元轻微上调至6.8港元。该行将石药未来数年的资本开支预测下调至每年7%(原本9%),将2024至2026财年的盈利预测分别调整-14%、+10%及-4.3%。

大摩指，由于传统药物的持续销售压力，决定将石药2024年销售额预测进一步下调2.1%;2025年销售额预测上调3.5%;2026年销售额预测上调2.7%。此外由于石药重视研发，故上调对其研发费用预测，这被较低的销售费用部分抵消。

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