瑞银发表研报，表示在中国制药行业中对翰森制药(03692.HK) 及中生制药(01177.HK) 看法正面，看好该两家公司的创新药业务发展，产品有望获得商务拓展前期付款或里程碑付款，另一方面石药集团(01093.HK) 和科伦博泰(06990.HK) 等主要销售仿制药的企业，预期由于原型产品降价及新药销量增长未能抵销影响，或导致收入表现持平甚至录得下跌。
该行指，大多数中国药企都预计2025年可实现业务复苏，目前预测2024年及2025年行业平均收入增幅达5%及6%，基于今年增长前景改善，翰森、中生制药、石药及先声药业(02096.HK) 给予“买入”评级。
瑞银重申列翰森为行业首选股，将石药目标价从8元下调至7.2元，先声药业目标价从7.4元上调至10.5元，并将石药2024及2025年纯利预测从51亿及52亿元人民币，下调至44亿及45亿元人民币，先声药业去年纯利预测下调至7.46亿元人民币，今明两年预测则上调5%及11%。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 12:25。)
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