石四药集团(02005)午后涨近14%，截至发稿，涨13.85%，报3.37港元，成交额2.22亿港元。 消息面上，石四药集团公告，集团已取得中国国家药监局有关乌拉地尔缓释胶囊(30mg)及盐酸尼卡地平 氯化钠注射液(200ml)的药品生产注册批件，均属于化学药品第3类，视同通过一致性评价。以上两个产 品都是国内企业首家获批。此外，集团已取得国家药监局有关盐酸屈他维林注射液(2ml)的药品生产注 册批件，属于化学药品第4类，视同通过一致性评价。 花旗发布研报称，在第11轮药品集采中，石四药集团有包括溴己新在内的11种药品，占2024年预计销售 约1.5%，认为石四药集团很大机会赢得腹膜透析液并续约其他产品。花旗认为集团是仿制药企业中的 赢家，也是药品集采最大受益者。 ...

Group 1 - The core viewpoint of the report indicates that CSPC Pharmaceutical Group's revenue for the first half of the year decreased by 35% year-on-year to HKD 2.147 billion, primarily due to a decline in sales volume of intravenous (IV) infusions and ampoule injections [1] - Net profit fell by 59% to HKD 284 million, reflecting the challenging market conditions [1] - In the 11th round of drug centralized procurement (GPO), CSPC has 11 drugs, including bromhexine, which are expected to account for approximately 1.5% of sales in 2024, with a significant opportunity to win peritoneal dialysis fluid contracts and renew other products [1] Group 2 - Citigroup has revised its revenue forecasts for CSPC for the fiscal years 2025 to 2027 down by 21%, 20%, and 21% respectively, and lowered earnings per share forecasts by 38% to reflect the latest sales trends and lower gross margins due to price declines [1] - The target price for CSPC has been reduced from HKD 7 to HKD 5, while maintaining a "buy" rating, as the company is viewed as a winner among generic drug firms and the largest beneficiary of drug GPOs [1]