麦格理：上调中国生物制药(01177)评级至“跑赢大市” 目标价升24.6%至10.46港元

智通财经2021-05-25

智通财经APP获悉，麦格理发布报告，将中国生物制药(01177)评级从“中性”上调至“跑赢大市”，目标价由8.39港元升24.6%至10.46港元。

报告中称，公司公布今年首季业绩，来自疫苗业务的盈利非常强劲，预计首季有12亿元人民币利润来自该业务，意味其持股15%同样即将公布业绩的科兴生物(SVA.US)首季盈利或达80亿元人民币。

该行表示，Moderna(MRNA.US)现在疫苗的销售目标为192亿美元，辉瑞(PFE.US)目标则为260亿美元，两家企业今年首季的毛利率都有约90%，且销售、一般及行政开支为单位数，预计公司来自疫苗的盈利也会陆续到来。麦格理上调公司今明两年每股盈利预测分别62%及33%。

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人不如故ZM
2021-05-25
人不如故ZM
钟南山说：疫情会长期存在！现在的疫苗有效率和有效时间又不太确定！这是否意味着有关疫苗的生物制药公司会长期向好？

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