Results: Shanghai Pharmaceuticals Holding Co., Ltd Beat Earnings Expectations And Analysts Now Have New Forecasts
Results: Shanghai Pharmaceuticals Holding Co., Ltd Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, Shanghai Pharmaceuticals Holding Co., Ltd (SHSE:601607) just kicked off its latest quarterly results with some very strong numbers. Results were good overall, with revenues beating analyst predictions by 2.6% to hit CN¥70b. Statutory earnings per share (EPS) came in at CN¥0.30, some 9.6% above whatthe analysts had expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
正如你可能知道的那样,上海医药控股有限公司(SHSE:601607)刚刚发布了最新的季度业绩,数据非常强劲。总体而言,业绩良好,营业收入超出分析师预测的2.6%,达到700亿人民币。每股收益(EPS)为0.30人民币,比分析师们预期的高出9.6%。这是投资者们非常重要的时刻,他们可以通过报告跟踪公司的业绩,查看专家对明年的预测,并观察业务预期是否有任何变化。考虑到这一点,我们收集了最新的预测数据,看看分析师们对明年有什么期待。

Following the latest results, Shanghai Pharmaceuticals Holding's eight analysts are now forecasting revenues of CN¥311.6b in 2025. This would be a notable 14% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 40% to CN¥1.52. Before this earnings report, the analysts had been forecasting revenues of CN¥309.7b and earnings per share (EPS) of CN¥1.51 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
根据最新的结果,上海医药控股的八名分析师预测2025年的营业收入将达到3116亿人民币。与过去12个月相比,这将是营业收入显着增长了14%。预计每股盈利将增长40%,达到1.52人民币。在此盈利预告公布之前,分析师们预测2025年的营业收入将达到3097亿人民币,每股收益(EPS)为1.51人民币。因此,很明显,尽管分析师们已更新其估算,但在最新的业绩公布后,对业务的预期并没有发生重大变化。
There were no changes to revenue or earnings estimates or the price target of CN¥21.60, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Shanghai Pharmaceuticals Holding analyst has a price target of CN¥24.90 per share, while the most pessimistic values it at CN¥13.60. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
对于营收或盈利预期或21.60人民币的目标价,均未发生变化,这表明该公司在最新业绩中达到了预期。共识目标价仅是个别分析师目标的平均值,因此查看潜在估值范围有时会很有用。上海医药最乐观的分析师将股票目标价设定为24.90人民币,而最悲观者的目标价为13.60人民币。正如你所见,分析师对该股票的未来观点并不完全一致,但估算范围仍然相当窄,这可能表明结果并非完全不可预测。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting Shanghai Pharmaceuticals Holding's growth to accelerate, with the forecast 11% annualised growth to the end of 2025 ranking favourably alongside historical growth of 8.9% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 12% per year. Shanghai Pharmaceuticals Holding is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
就目前而言,要理解这些预测的其中一种方式是将其与过去的表现和行业增长预期进行对比。分析师们绝对希望上海医药的增长加速,截至2025年末的预测年增长率为11%,与过去五年每年8.9%的历史增长率相比较为有利。其他行业中类似的公司(获得分析师覆盖)也有望以每年12%的速度增长其营业收入。上海医药预计将以与行业相当的速度增长,因此我们无法从其与竞争对手的增长情况得出任何结论。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
最重要的是,没有明显的情绪变化,分析师重新确认公司的每股收益估算与之前的估算相符。令人欣慰的是,营业收入预测没有明显变化,公司仍然预计与整个行业一同增长。共识价值目标没有实质性的变化,表明业务的内在价值在最新的估算中没有经历任何重大变化。
With that in mind, we wouldn't be too quick to come to a conclusion on Shanghai Pharmaceuticals Holding. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Shanghai Pharmaceuticals Holding analysts - going out to 2026, and you can see them free on our platform here.
考虑到这一点,我们不应过快对上海医药下结论。 长期的收益能力比明年的利润更重要。我们有2026年预测的估算值 - 来自多家上海医药分析师 - 您可以在我们平台上免费查看。
Before you take the next step you should know about the 1 warning sign for Shanghai Pharmaceuticals Holding that we have uncovered.
在您采取下一步行动之前,您应该知道我们已经发现的上海医药的1个警示信号。
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