资源描述
2024 05 21*2024*20240509*20240324*20240311 S1060519060002 S1060514100001 BOT335 YEYIN 2023 2023 2023 2253 2.20%PDB 2012 1524 2023 2253 2012-2023 CAGR 3.62%2023 375.15 4.85%16.65%2023 92.38 24.87%4.10%2023 50 2023 50 628 6.81%28%35 15 1 2 3 4 5 1 2()1 2 3 PDB 2/31 EPS P/E 2023-5-17 2023 2024E 2025E 2026E 2023 2024E 2025E 2026E 002675.SZ 13.33 0.25 0.36 0.45 0.54 53.32 37.03 29.62 24.69 688513.SH 58.02 1.89 2.41 3.03 3.80 30.70 24.07 19.15 15.27*688428.SH 8.24-0.36-0.38-0.31-0.14-22.89-21.68-26.58-58.86 603520.SH 12.27 0.13 0.45 0.95 1.83 94.38 27.27 12.92 6.70 603590.SH 30.57 0.94 1.17 1.49 1.83 32.52 26.13 20.52 16.70 688687.SH 30.19 0.68 0.85 1.17 1.57 44.40 35.52 25.80 19.23 300705.SZ 35.99 1.07 1.46 1.96 2.57 33.64 24.65 18.36 14.00 300723.SZ 22.41 0.41 0.56 0.70 0.92 54.66 40.02 32.01 24.36 002020.SZ 11.92 0.72 0.81 0.95 1.14 16.56 14.72 12.55 10.46 002550.SZ 5.80 0.14 0.22 0.29 0.36 41.43 26.36 20.00 16.11*:EPS Wind XVAZzQqNpMmNrPnOtOoRqR6MaOaQnPqQsQrNkPqQmRlOsQtRbRrRyRMYrRnPuOqRpN 3/31 2023.6.8 2.1 2023.8 2.2.8 2.3.10 2.4 2012-2023 0.44%.12 2.5 2023.14 2.6 2023.15 2.7.17 2.8 GLP-1.19 2.9 2023 5.07%.20 2023.22 3.1 50.22 3.2 2023.25.30.30 4/31 1.6 2.6 3 2018-2023.7 4 2018-2023.7 5 2023 2018.7 6.8 7.9 8 2023.9 9 2018.9 10.10 11.10 12 2023.11 13 2018.11 14.11 15.12 16 2023.13 17 2018.13 18.13 19.14 20 2023.14 21 2018.14 22.15 23.16 24 2023.16 25 2018.16 26.16 27.17 28 2023.18 29 2018.18 30.18 31.19 32 2023.19 33 2018.19 0CjXjRTPAHDQH3jkPqVA1pKvZxvDHl7CnYBIQwX/6MPFaFb0hZPhexhIYoEWkeKJ 5/31 34.20 35.21 36 2023.21 37 2018.21 38.22 39 2023 50.23 40.25 6/31 2023 2023 2022 2023 2023 2253 2.20%2012-2023 PDB 2012 1524 2023 2253 2012-2023 CAGR 3.62%1 PDB 2023Q4 2023Q4 528 5.91%2 PDB 7/31 2023 2.52 13.42%2024 1-2 3809 13.28%2023 3473 19.02%2024 1-2 545 9.31%3 2018-2023 4 2018-2023 2018 2023 4 10 34 8 5 2023 2018 2023 2018 1 51.08 1 58.61 2 47.04 2 39.19 3 Roche Pharma(Switzerland)AG 41.40 3 Roche Pharma(Switzerland)AG 38.76 4 AstraZeneca AB 39.09 4 34.35 5 Novartis Pharma Schweiz AG 36.09 5 Novartis Pharma Schweiz AG 32.54 6 30.68 6 29.58 7 24.63 7 AstraZeneca AB 28.52 8 22.60 8 AstraZeneca UK Ltd 27.96 9 Novo Nordisk A/S 22.35 9 26.45 10 21.71 10 25.18 PDB 8/31 2.1 2023 2023 375.15 4.85%16.65%2023 92.38 24.87%4.10%2018 2023 2018 16.65%6 2023 2023 2018 CAGR 2023 2018 1 375.15 4.85%305.21 4.21%16.65%13.36%2 306.19 2.72%264.01 3.01%13.59%11.56%3 273.74 4.21%345.31-4.54%12.15%15.12%4 184.59 3.65%221.93-3.62%8.19%9.72%5 166.22-3.59%192.10-2.85%7.38%8.41%6 149.28-8.64%217.73-7.27%6.63%9.53%7 132.23-6.23%133.90-0.25%5.87%5.86%8 131.46-4.46%136.72-0.78%5.84%5.99%9 128.93 2.48%120.27 1.40%5.72%5.27%10 92.38 24.87%80.75 2.73%4.10%3.54%11 312.63 6.92%266.07 3.28%13.88%11.64%PDB 2.2 2023 375 4.75%2023 2012 2023 160 375 11 CAGR 8.05%2023 12 13 2023 126 61.7%21 9/31 7 PDB 2018 2023 2018 13.07%2023 34.02%2018 10.89%2023 20.53%2023 50%PD-1 2018 18.14%2023 5.51%2018 15.10%2023 5.16%8 2023 9 2018 PDB PDB PD-1 2017 PD-1 60%10/31 10 2023 2023 2018 5 CAGR 2023 1 2017 28.46 28.21%9.99 23.28%50%23%17%2 2017 16.85 10.30%13.12 5.13%66%34%3 2017 12.72 6.49%12.18 0.88%46%33%20%4*12.16-26.21%21.68-10.92%31%30%19%5 2017 11.18-11.44%0.92 64.73%100%6*10.86-17.45%5.04 16.60%66%18%15%7 2019 10.78 14.20%100%8 2020 2023*9.50 5.92%7.74 4.19%99.99%0.01%9 9.23 37.98%2.87 26.34%96%3%1%10 2020 8.51 61.60%100%PDB*2020 2023 2.3 2023 306 2.68%2012 2023 178 306 11 CAGR 5.05%11 PDB 11/31 2018 2023 18%2023 18%12 2023 13 2018 PDB PDB 2023 5 13.02%2023 56.55 2018 8.83 2023 15.66 12.12%9.23%14 2023 2023 2018 5 CAGR 2023 1 56.55 7.57%30.66 13.02%21%20%9%2 31.52 9.86%32.08-0.35%23%11%7%3 2019 2020*18.00 19.05%11.57 9.23%50%12%7%4 2020 15.66 22.17%8.83 12.12%100%5 2022*9.73 1.20%7.91 4.25%61%11%10%6 7.11 1.27%4.89 7.79%59%11%7%7 7.09 9.50%8.33-3.19%14%12%11%8 6.85-23.34%5.45 4.67%30%29%18%9 6.67-22.68%8.19-4.02%35%Aspen 24%14%12/31 10 6.08-6.25%23.92-23.95%58%15%13%PDB*(18AA-SF)2019(14AA-SF)2020*(15)2022 2.4 2012-2023 0.44%2023 274 4.18%2023 2012 2023 261 274 11 CAGR 0.44%2018 2023 2012-2019 5.39%2020 25.20%2020-2023-0.95%2023 4.18%15 PDB 2018 36%2023 27%B 2018 3%2023 8%B 2023 8.25 13/31 16 2023 17 2018 PDB PDB 2023 2023 252.79%87.65%2023 22.76%24.57%57.98%18 2023 2023 2018 5 CAGR 2023 1+21.49 11.92%15.13 7.27%91%3%1%2+15.99 4.40%15.05 1.22%20%20%16%3 10.36 22.76%6.58 9.51%57%29%12%4 10.17-13.62%17.17-9.95%41%12%10%5 8.61 24.57%7.56 2.65%71%13%9%6 B 8.25 1.93%1.07 50.42%100%7 8.09-57.98%18.71-15.43%61%9%7%8+7.89 6.07%9.31-3.24%77%10%8%9/7.68 252.79%100%10 7.26 87.65%4.41 10.51%69%15%4%PDB 14/31 2.5 2023 2023 185 3.93%2012 2023 182 185 11 CAGR 0.15%2012-2016 4 CAGR 7.05%19 PDB 2018 2023 2018 21%2023 17%/II 20 2023 21 2018 PDB PDB 2017 2023 10.17 31.37%5 CAGR 30.42%15/31 2023 60.35 2017 2019 42.59%5 CAGR 120.16%PCSK9 2023 4.11 123.90%2018-2023 CAGR-19.88%-18.84%22 2023 2023 2018 5 CAGR 2023 1 2017 10.17 31.37%2.70 30.42%100%2 7.96-1.99%24.11-19.88%82%8%6%3+2019 7.89 51.41%0.15 120.16%100%4 5.62 16.55%2.22 20.49%73%14%7%5 4.59 22.09%0.58 51.43%84%13%2%6 4.17-6.80%11.84-18.84%83%6%5%7 2021 4.11 123.90%100%8 3.95 355.91%0.24 74.77%50%15%15%9 3.85-32.05%1.81 16.35%66%23%6%10 3.49-18.92%2.36 8.17%70%11%9%PDB 2.6 2023 2023 166 3.49%2012 2023 127 166 11 CAGR 2.46%2012-2019 7 CAGR 7.74%,2020-2023 16/31 23 PDB 2018 2023 2018 2023 2018 37%2023 17%2023 1 24 2023 25 2018 PDB PDB 2023 2023 2023 21.14%12.28%5 CAGR 3.82%，2023 年同比增长 19.82%26 2023 2023 2018 5 CAGR 2023 1 8.74 19.82%7.25 3.82%100%17/31 2 8.41-21.14%12.97-8.30%26%20%14%3 2019 8.23 2.47%2.84 23.68%100%4 5.95-12.28%4.84 4.20%64%17%7%5 5.56-9.24%0.35 73.77%42%25%20%6 5.07 18.48%13.86-18.21%29%17%13%7 4.66 22.12%4.83-0.71%100%8 4.60-2.78%0.18 91.94%19%19%11%9 4.49-8.25%5.34-3.43%48%43%9%10 4.42 4.29%3.28 6.13%100%PDB 2.7 2023 149 9.15%2012 2023 146 149 11 CAGR 0.19%2023 27 PDB 2018 2023 2018 42%2023 36%2018 20%2023 34%2018-2023 CAGR 3.99%13.95%1.92%18/31 28 2023 29 2018 PDB PDB 2023 2023 5.79 11.76%5 CAGR 3.99%2023 5.17 27.27%5 CAGR 13.95%2023 9.47%26.44%2022 CAGR-5.36%30 2023 2023 2018 5 CAGR 2023 1 14.14-26.44%18.63-5.36%95%5%2 2020 12.05-2.08%12.17-0.20%100%3 5.79 11.76%4.76 3.99%97%3%4 5.75-4.45%4.12 6.88%65%32%4%5 5.29-0.95%8.36-8.75%30%20%橦 13%6 5.17 27.27%2.69 13.95%99%1%7 4.4 12.81%4.00 1.92%Napp 79%17%3%8+2020 4.25-10.89%100%9 3.73-39.38%4.99-5.67%22%19%19%19/31 10*3.60 14.25%3.50 0.57%51%30%6%PDB*2.8 GLP-1 2023 132 6.38%2012 2023 80 132 11 CAGR 4.66%2023 2023 31 PDB GLP-1 2018 2023 2018 19%23%2023 12%18%2023 GLP-1 14%32 2023 33 2018 PDB PDB 20/31 2023 GLP-1 2023 10.64 128.64%2023 16.74%34.49%34 2023 2023 2018 5 CAGR 2023 1 13.72 0.21%8.24 10.73%40%33%27%2 2021 10.64 128.64%100%3 2019 7.51 24.76%0.21 104.36%99%1%4 6.11-15.72%5.04 3.93%80%12%6%5 5.04-6.65%4.85 0.75%Ipsen 78%20%1%6 4.46-16.74%8.71-12.53%69%24%4%7 2019*3.92-34.49%6.40-9.36%61%12%7%8 2017 3.57 2.42%1.14 25.57%99.74%0.26%9 3.57-3.09%2.33 8.84%99%1%10 3.49 14.47%0.46 50.02%99.41%0.58%0.01%PDB*2019 2.9 2023 5.07%2023 131 5.07%2012 2023 107 131 11 CAGR 1.86%21/31 35 PDB 2018 2023 2018 67%2023 65%2018 29%2023 33%2018 5%2023 3%36 2023 37 2018 PDB PDB 2023 2023 25.52 19.46%CAGR 11.42%2023 7.06 97.56%CAGR 143.55%2023 13.75%21.24%2023 3.98 48.59%38.07%22/31 38 2023 2023 2018 5 CAGR 2023 1 25.52 19.46%14.86 11.42%23%14%10%2 16.26-13.75%9.83 10.59%53%46%1%3 13.83-4.63%11.88 3.09%Astellas 49%35%LEO 7%4 7.06 97.56%0.08 143.55%24%12%11%5 2019 6.26 12.07%0.03 196.12%100%6 5.07-21.24%7.61-7.80%35%13%10%7 4.03 38.07%2.17 13.20%96%4%8 3.98-48.59%8.29-13.63%46%34%8%9 2021 2022*3.88-8.14%4.76-4.03%39%25%20%10 3.64-5.83%1.91 13.75%22%15%15%PDB*()2021()2022 2023 3.1 50 2023 50 628 6.81%28%2022 50 588 27%50 35 50%252.79%128.64%1 2 3 4 2021 2021 5 50 15 20%57.98%1 2 23/31 39 2023 50 2023 2023 2023 1 56.55 7.57%21%20%9%2 31.52 9.86%23%11%7%3 28.46 28.21%50%23%17%4 25.52 19.46%23%14%10%5+21.49 11.92%91%3%1%6 18.00 19.05%50%12%7%7 16.85 10.30%66%34%8 16.26-13.75%53%46%1%9+15.99 4.40%20%20%16%10 15.66 22.17%100%11 14.14-26.44%95%5%12 14.11 15.59%40%37%12%13 13.83-4.63%Astellas 49%35%LEO 7%14 13.72 0.21%40%33%27%15 12.72 6.49%46%33%20%16 12.16-26.21%31%30%19%17 12.05-2.08%100%18 11.73 40.98%87%7%5%19 11.18-11.44%100%20 10.86-17.45%66%18%15%24/31 2023 2023 2023 21 10.78 14.20%100%22 GLP-1 10.64 128.64%100%23 10.36 22.76%57%29%12%24 10.17 31.37%100%25 10.17-13.62%41%12%10%26 9.73 1.20%61%11%10%27 9.50 5.92%99.99%0.01%28 9.45-8.05%31%24%16%29 9.23 37.98%96%3%1%30 8.74 19.82%100%31 8.63-2.27%Aspen 56%14%12%32 8.61 24.57%71%13%9%33 8.51 61.60%100%34 8.41-21.14%26%20%14%35 B 8.25 1.93%100%36 8.23 2.47%100%37 8.09-57.98%61%9%7%38 8.00 4.18%98%栢 1%Liebel-Flarsheim 1%39 7.96-1.99%82%8%6%40+7.89 51.41%100%41+7.89 6.07%77%10%8%25/31 2023 2023 2023 42 7.85 18.22%54%17%12%43/7.68 252.79%100%44 7.57-24.16%45%21%14%45 7.51 24.76%99%1%46 7.35 55.96%100%47 7.26 87.65%69%15%4%48 7.20 56.90%39%17%13%49 7.11-2.37%54%Clintec Parenteral 15%10%50 7.11 1.27%59%11%7%PDB 3.2 2023 2022 2023 2023 2023 120.08%E 483.79%212.66%186.46%509.40%173.88%243.15%392.56%璟 128.10%158.36%118.27%146.47%289.23%1120.72%-62.92%-73.26%40 2023 2023 2023Q4 2023Q4 7.86 7.80%1.84 9.71%6.26 12.07%1.29 0.50%5.06 26.27%1.13 23.63%26/31 2023 2023 2023Q4 2023Q4 4.11 120.08%1.14 83.15%3.38-16.03%0.76 0.27%2.96 18.52%0.64 1.98%2.47-9.94%0.61-6.74%14.09 23.95%3.49 33.32%7.44-15.88%1.64-4.23%3.13 11.42%0.75 4.56%1.82-16.60%0.42-7.79%1.79-17.60%0.43-14.44%8.74 19.82%1.93 20.4%6.63 0.15%1.63 17.79%1.58 8.65%0.36 18.14%E 1.48 483.79%0.43 693.66%1.43 45.53%0.49 110.76%10.23 43.03%2.46 46.68%5.62 11.15%1.37 29.42%2.56 27.21%0.60 23.01%1.88 31.56%0.44 38.1%13.47-25.96%2.55-28.18%2.03-62.92%0.40-42.45%1.50 9.41%0.36 27.59%1.43 13.63%0.34 33.77%0.52-16.56%0.12 14.88%8.23 2.47%1.54-9.61%2.16-20.43%0.48-15.84%0.72 15.31%0.19 34.18%0.58-33.19%0.0001-99.92%0.56 21.91%0.15 39.91%27/31 2023 2023 2023Q4 2023Q4 3.47 4.15%0.85-0.83%0.62 79.84%0.19 113.95%7.39 20.06%1.77 32.31%+1.70 21.66%0.39 18.21%1.04-30.93%0.15-54.68%0.96 1.38%0.25 20.32%+0.85-10.59%0.18-12.22%2.17 9.12%0.54 5.53%0.89-35.03%0.19-44.13%0.79 40.79%0.25 88.72%6.27 73.63%1.75 107.45%4.90 50.93%1.29 58.83%2.60 212.66%0.83 193.10%0.21 186.46%0.07 177.07%0.68-22.55%0.16-12.05%0.47 36.33%0.11 31.00%0.31 6.03%0.08 13.92%0.28-10.73%0.07-6.76%0.24-10.90%0.06-2.12%0.32-7.67%0.07 12.85%0.32 27.61%0.07 40.91%0.31-10.02%0.08-4.41%0.18-10.71%0.03-45.57%0.13-38.71%0.03-10.32%3.07 36.54%0.78 26.59%0.45-73.26%0.08-74.57%0.12 509.40%0.03 555.89%1.84 8.92%0.40-0.18%28/31 2023 2023 2023Q4 2023Q4 2b 1.17 7.15%0.31 33.02%0.31-33.34%0.08-13.22%2.29 30.21%0.54 53.14%1.07 15.25%0.25 12.99%0.93-24.89%0.09-60.61%18F 0.70 24.74%0.19 32.41%0.70 20.74%0.17 33.74%0.58 20.07%0.15 46.54%0.92 93.64%0.27 36.62%5.37-6.02%1.34-0.20%3.93 34.18%0.95 21.91%1.89-15.07%0.45-7.23%0.57-12.72%0.13-28.90%3.04 50.55%0.72 33.14%2.64 10.01%0.65 24.07%0.77 11.37%0.12-25.63%0.96-23.22%0.20-24.10%0.70 3.18%0.18 18.48%3.63 173.88%0.94 113.70%0.81-18.38%0.20 4.42%1.84-4.93%0.45 19.98%1.20 2.77%0.22-7.22%0.77-19.94%0.18-22.51%0.37 14.56%0.11 79.01%0.33 7.15%0.08 67.10%1.14 1.48%0.26 120.27%1.97 0.85%0.47 5.42%2.34-24.26%0.36-44.42%29/31 2023 2023 2023Q4 2023Q4 0.61 38.37%0.18 87.58%1.68-18.68%0.39 1.73%1.15 243.15%0.30 119.60%10.17 31.37%2.24 22.94%1.66-8.71%0.43 2.60%1.32 15.66%0.35 43.51%0.58-4.14%0.14 19.68%0.54-24.41%0.14-6.97%2.01 26.10%0.44 32.20%0.41 6.06%0.12 11.75%0.62-0.18%0.15 10.49%1b 0.57-16.35%0.12-16.98%0.48 31.28%0.12 42.68%2.02 69.92%0.55 59.99%2.28 392.56%0.76 482.10%0.24 57.64%0.06 102.24%8.51 61.60%2.25 62.72%2.89 25.10%0.69 16.76%璟 0.92 128.10%0.25 73.60%2b 3.04 58.90%0.82 75.38%1.06 0.95%0.29 23.58%1.15 158.36%0.31 135.48%0.69 118.27%0.23 129.58%II-1.32-32.09%0.30-24.87%0.46 46.69%0.12 58.99%0.26 146.47%0.08 86.42%1.05 16.08%0.27 24.71%2.39 289.23%0.80 248.42%30/31 2023 2023 2023Q4 2023Q4 0.61 1120.72%0.17 304.75%0.24-38.34%0.05-59.48%PDB()1 2 3 PDB :6 20%6 10%20%6 10%6 10%:6 5%6 5%6 5%2024 4008866338 5023 B 25 1333 26 4 1 B 25
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