研报掘金丨平安证券：司太立业绩改善确定性较强，维持“推荐”评级

格隆汇2025-08-12

平安证券研报指出，司太立碘佛醇100ml:35g（I）规格日前获国家药监局批准。碘佛醇是碘造影剂第一大品种，100ml:35g（I）规格占比约80%。司太立碘佛醇100ml:32g（I）规格于2023年10月获药监局批准，2024年销售规模较小。该行认为本次主流规格获批后，公司碘佛醇销售规模有望加速放量。考虑到碘价维持在高位，公司业绩大幅改善时点后移，该行将公司2025-2026年盈利预测下调至...

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