大行评级｜大摩：下调华润医疗目标价至3港元维持“减持”评级_老虎社区_美港股上老虎

大行评级｜大摩：下调华润医疗目标价至3港元维持“减持”评级

格隆汇2025-07-14

摩根士丹利发表研究报告指，预期华润医疗上半年净利润将录得轻微增长。由于按疾病诊断相关分组(DRG)和按病种分值(DIP)两种医保支付方式的压力持续，预期基本业务利润将出现高双位数的按年下降。同时，该行将诉讼和解的一次性收益2.09亿元计算在内。大摩上调华润医疗今年每股盈测5%，但对2026及27年每股盈测分别下调8%和4%，目标价由3.3港元降至3港元，维持“减持”评级。

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