港股异动 | 联邦制药(03933)涨超6%逼近前高原料药价格景气度有望持续提升高盛上调销售和盈利预测

智通财经12-24 11:37

智通财经APP获悉，联邦制药(03933)再涨超6%，盘中高见12.5港元，逼近历史前高12.62港元。截至发稿，涨4.94%，报12.32港元，成交额7467.86万港元。

太平洋证券指出，中国原料药板块在建工程规模4年来首次下滑，印度原料药园区建设期限延后，行业供给端产能扩张放缓，同时补库新周期叠加专利悬崖有望带动需求增长，产品价格景气度有望持续提升。

高盛发布研报称，根据Wind数据，联邦制药旗下青霉素G和6-APA维持有利的定价，并在历史高位，虽然6-APA在11月时价格出现了一些轻微的波动。该行预期未来几季公司的定价趋势仍将保持韧性，因为一家印度主要制药商的产能扩张速度较预期缓慢。该行对联邦制药明年的价格趋势有更正面的预期，上调销售和盈利预测。

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港股异动 | 联邦制药(03933)涨超6%逼近前高 原料药价格景气度有望持续提升 高盛上调销售和盈利预测

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港股异动 | 联邦制药(03933)涨超6%逼近前高原料药价格景气度有望持续提升高盛上调销售和盈利预测