华泰金融(HK):给予石四药集团(02005.HK)“买入”评级 目标价5.30港元
华泰金融(HK)10月24日发布公告。SSY Group’s (SSY) 9M24 revenue/net profit (NP) were HKD4,534/919mn (-4.7/-2.8% yoy). The decline in profit was narrower than that in revenue for 9M24, mainly as: 1) on the revenue front, IV infusion sales volumes grew steadily, though ASPs of some products were dragged by VBP. In addition, the one-off impact of bromhexine weighed on growth in small liquid injection revenue. 2) On the profit side, SSY’s 9M24 NPM rose 0.4pp yoy, mainly on ongoing reductions in the sales expense ratio. For 2024, given IV infusion production expansions, seasonal incentives in 4Q24, stabilizing prices/order volume rally for APIs, and the one-off impact of bromhexine, we project SSY’s 2024 NP at HKD1.35bn. Maintain BUY.
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