汇丰研究表示,石药集团(01093.HK) 2024年第四季度业绩呆滞,受累集采带来压力。业务发展收入和新药销售的增长,将在2025年部分抵销成熟产品价格下调的影响。评级维持“持有”,目标价从5.2元下调至4.7元。汇丰指出,石药发布盈利警告,预计2024年成品药销售下降7%,净利润下降26%至43.5亿人民币。这意味着2024年第四季度成品药销售和净利润分别下降约20%和60%,主要受到“津优力...
Source Link汇丰研究表示,石药集团(01093.HK) 2024年第四季度业绩呆滞,受累集采带来压力。业务发展收入和新药销售的增长,将在2025年部分抵销成熟产品价格下调的影响。评级维持“持有”,目标价从5.2元下调至4.7元。汇丰指出,石药发布盈利警告,预计2024年成品药销售下降7%,净利润下降26%至43.5亿人民币。这意味着2024年第四季度成品药销售和净利润分别下降约20%和60%,主要受到“津优力...
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