国元国际6月核心荐股

Group 1: Company Performance and Market Position - 和誉-B (2256.HK) has a total market value of HKD 6.6 billion, with a current price of HKD 9.73, showing a price increase of 125.8% since its inclusion on November 1, 2024[2] - 科笛-B (2487.HK) has a market value of HKD 3.4 billion and is expected to launch three major products in 2025, which could drive rapid revenue growth[2] - 宜明昂科-B (1541.HK) has a market value of HKD 5.4 billion, with a strong competitive advantage in ophthalmic and surgical products, and is expected to maintain high cash flow contributions[2] Group 2: Financial Metrics and Projections - 康哲药业 (0867.HK) has a market value of HKD 25.7 billion, with an expected PE ratio of 14.60 for 2024, indicating strong growth potential in the biotechnology sector[2] - 美兰空港 (0357.HK) has a market value of HKD 4.9 billion, with projected revenue growth returning to double digits in 2025[2] - 灵宝黄金 (3330.HK) has a market value of HKD 14.5 billion, with a strong demand for gold expected to maintain high prices amid global economic uncertainty[2] Group 3: Strategic Developments - 和誉-B signed a licensing agreement with Merck worth USD 605.5 million, granting exclusive commercialization rights in several regions, which enhances its market position[2] - 九兴控股 (1836.HK) is benefiting from the Athleisure trend, with a projected increase in profit margins and return on invested capital due to a shift in customer and product structure[3] - 康耐特光学 (2276.HK) achieved a net profit of approximately HKD 310 million in 2023, reflecting a year-on-year growth of 29%, supported by a rising demand for lens products[3]