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2022-10-24

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贵州茅台跌破1500元，尾盘跌幅扩大至近8%

2021-08-08

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href=\"https://laohu8.com/S/600519\">贵州茅台</a>跌破1500元，尾盘跌幅扩大至近8%。</p><p><img src=\"https://static.tigerbbs.com/4a339c6c4be6de8c5689d72cd790fd04\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK0187":"一线龙头","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES 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13:40","market":"hk","language":"zh","title":"国泰君安：维持我武生物(300357.SZ)“增持”评级 上调目标价至85元","url":"https://stock-news.laohu8.com/highlight/detail?id=2153661976","media":"智通财经","summary":"智通财经APP获悉，国泰君安发布研究报告称，考虑到我武生物现有的粉尘螨滴剂的快速恢复，以及蒿草花粉未来的增量，上调21年EPS为0.66元，考虑到未来销售费用增加及干细胞研发投入加大，略微下调2022-23年预测EPS至0.85/1.12元元，公司深耕脱敏利基市场，为大蓝海里的小龙头，参考行业平均估值并给予一定龙头溢价，给予22年PE100倍，上调目标价至85元，维持“增持”评级。国泰君安主要观点如下：二季度收入利润恢复加速。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布研究报告称，考虑到<a href=\"https://laohu8.com/S/300357\">我武生物</a>(300357.SZ)现有的粉尘螨滴剂的快速恢复，以及蒿草花粉未来的增量，上调21年EPS为0.66元(原为0.65元)，考虑到未来销售费用增加及干细胞研发投入加大，略微下调2022-23年预测EPS至0.85/1.12元(原为0.86/1.14)元，公司深耕脱敏利基市场，为大蓝海里的小龙头，参考行业平均估值并给予一定龙头溢价，给予22年PE100倍，上调目标价至85元，维持“增持”评级。</p><p>公司发布业绩快报，2021H1实现收入3.48亿元，同比增长33.99%，实现归母净利润1.47亿元，同比增长37.61%，公司收入及利润快速增长，业绩恢复趋势显著。</p><p><strong><a href=\"https://laohu8.com/S/02611\">国泰君安</a>主要观点如下：</strong></p><p><strong>二季度收入利润恢复加速。</strong>公司21Q2单季度收入同比增长23%，考虑到去年Q2在疫情影响下仍做到9.5%的收入增速，且2021Q2疫情反复，公司21Q2环比增长已能体现较好恢复态势和患者粘性。若以2019年为基数计算，则21Q1、21Q2收入端增速分别为19%、34%，归母净利润端增速分别为7%、19%，环比恢复态势更趋显著。</p><p>新产品蒿草花粉滴剂目前仍在进院阶段，已完成多个北方省份的挂网，由于每年花粉季在7-9月份，且患者需提前用药，该行认为蒿草花粉销售贡献将在2022年有更明显的体现。考虑到蒿草花粉过敏药物此前空白，且公司已有一定的北方销售基础和脱敏推广经营，预计蒿草花粉的峰值和爬坡速度快于预期。</p><p><strong>催化剂：</strong>市场拓展超预期;新产品获批上市。</p><p><strong>风险提示：</strong>药品放量不及预期;新药研发投入的不确定性风险。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国泰君安：维持我武生物(300357.SZ)“增持”评级 上调目标价至85元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国泰君安：维持我武生物(300357.SZ)“增持”评级 上调目标价至85元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 13:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/518217.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国泰君安发布研究报告称，考虑到我武生物(300357.SZ)现有的粉尘螨滴剂的快速恢复，以及蒿草花粉未来的增量，上调21年EPS为0.66元(原为0.65元)，考虑到未来销售费用增加及干细胞研发投入加大，略微下调2022-23年预测EPS至0.85/1.12元(原为0.86/1.14)元，公司深耕脱敏利基市场，为大蓝海里的小龙头，参考行业平均估值并给予一定龙头溢价，给予22年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/518217.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b35a217d7028f5445b1c4d5f03465791","relate_stocks":{"300357":"我武生物","02611":"国泰君安"},"source_url":"http://www.zhitongcaijing.com/content/detail/518217.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153661976","content_text":"智通财经APP获悉，国泰君安发布研究报告称，考虑到我武生物(300357.SZ)现有的粉尘螨滴剂的快速恢复，以及蒿草花粉未来的增量，上调21年EPS为0.66元(原为0.65元)，考虑到未来销售费用增加及干细胞研发投入加大，略微下调2022-23年预测EPS至0.85/1.12元(原为0.86/1.14)元，公司深耕脱敏利基市场，为大蓝海里的小龙头，参考行业平均估值并给予一定龙头溢价，给予22年PE100倍，上调目标价至85元，维持“增持”评级。公司发布业绩快报，2021H1实现收入3.48亿元，同比增长33.99%，实现归母净利润1.47亿元，同比增长37.61%，公司收入及利润快速增长，业绩恢复趋势显著。国泰君安主要观点如下：二季度收入利润恢复加速。公司21Q2单季度收入同比增长23%，考虑到去年Q2在疫情影响下仍做到9.5%的收入增速，且2021Q2疫情反复，公司21Q2环比增长已能体现较好恢复态势和患者粘性。若以2019年为基数计算，则21Q1、21Q2收入端增速分别为19%、34%，归母净利润端增速分别为7%、19%，环比恢复态势更趋显著。新产品蒿草花粉滴剂目前仍在进院阶段，已完成多个北方省份的挂网，由于每年花粉季在7-9月份，且患者需提前用药，该行认为蒿草花粉销售贡献将在2022年有更明显的体现。考虑到蒿草花粉过敏药物此前空白，且公司已有一定的北方销售基础和脱敏推广经营，预计蒿草花粉的峰值和爬坡速度快于预期。催化剂：市场拓展超预期;新产品获批上市。风险提示：药品放量不及预期;新药研发投入的不确定性风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}