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中金:維持石藥(1093.HK)“跑贏行業”評級 目標價24港元
格隆匯 12-09 16:31

中金公司發佈報告表示,石藥集團(01093.HK)近期在醫保談判落地,第三輪集採即將推出,白蛋白紫杉醇納入第三輪集採的背景下,公司股價有較大波動,但白蛋白紫杉醇仍將為公司增長點之一;公司銷售體系管控精細,重視銷售流程管控,有助於新產品銷售放量,這也是公司銷售體系高效穩定的核心原因;石藥研發投入快速增加,研發管線進展順利。

該行稱,當前股價對應2019/2020年市盈率分別為25/20倍,維持“跑贏行業”評級和目標價24港元。

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