研报掘金丨开源证券：国邦医药估值性价比高，维持“买入”评级_老虎社区_美港股上老虎

研报掘金丨开源证券：国邦医药估值性价比高，维持“买入”评级

格隆汇2025-08-01

开源证券研报指出，国邦医药2025Q2业绩超预期，动保板块迎来大幅增长。2025上半年公司动保板块收入12.59亿元（+70.37%）；动保业务规模优势带来的边际成本下降明显体现，2025上半年氟苯尼考出货量突破2000吨，市占率持续提升；盐酸多西环素获批CEP证书，销售国家突破50个，客户超200家。2025上半年公司境外收入12.91亿元（+0.23%）。另外，公司与兰州大学天然产物全国重点...

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