2026年4月15日,招商证券(HK6099)(香港)发布研报,上调翰森制药(HK3692)评级,评级由“增持”调整为“买入”。本次评级报告研究员为陈铸鸿。
该研报摘要表示:
Hansoh maintains a solid balance sheet, with cash and cash equivalents exceeding RMB30bn, providing strong support for continued pipeline investment and potential BD collaborations. We are constructive on the sustainable growth outlook of Aumolertinib (Ameile)–anchored solid tumor franchise, while the metabolic and immunology segments are well positioned to open up new growth curves for the company. We therefore maintain our TP at HKD47.5.
(数据来源:同花顺(300033)iFinD)
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