智通财经APP获悉，国药控股(01099)续跌超3%，截至发稿，跌3.62%，报18.1港元，成交额1.34亿港元。
消息面上，国药控股近日发布2024年度业绩，该集团期内实现收入5845.08亿元(人民币，下同)，同比减少2.02%；母公司持有者应占溢利70.5亿元，同比减少22.14%；拟派发末期股息每股0.68元(含税)。大和指出，国药控股去年末季收入按年跌6%至1420亿元人民币，逊该行及市场预期分别7%及9%。该行指，预计政策的不利因素将会持续，主要因为去年全国基本医保基金支出增长率快过收入增长率，相信收紧医保费用控制的走势将会不变。另外，去年的现金收集周期较长，公司预计今年将可改善，因为国家医疗保障局应会实行更短的付款限期。
大和将公司目标价由22港元降至21港元，下调今年每股盈测至2.8元人民币，维持评级“跑赢大市”。野村认为，国药控股盈利未达预期主要是由于国大药房的商誉减值拨备导致，国大药房是国药控股子公司国药一致旗下的药物零售业务。将其目标价由25.09港元降至23.4港元，维持“买入”评级。花旗则将国药2025及2026财年收入预测各下调2%；每股盈测各下调6%，以反映销售组合改变下毛利率较低，同时将目标价由26港元下调至24.2港元。
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