异动解读 | 药明合联盘中大涨8%,业绩超预期获多家大行上调目标价

异动解读
27 Mar

周四盘中,药明合联(02268)股价强劲上涨,涨幅达8%,引发市场广泛关注。这波涨势主要受到公司发布的2024年度财报以及多家知名投行上调目标价的推动。

根据公司最新发布的2024年度财报,药明合联录得纯利10.7亿元人民币,同比大幅增长277.2%,每股盈利89分。期内收益达40.52亿元,按年增加90.8%;毛利12.4亿元,上升121.6%。这一亮眼的业绩表现超出市场预期,成为推动股价上涨的主要因素之一。

此外,多家大型投行对药明合联的前景表示看好,纷纷上调其目标价。花旗将药明合联的目标价从43港元上调至46港元,并给予"买入"评级。摩根大通也将目标价上调约30%至46港元,维持"增持"评级。分析师们认为,考虑到公司强劲的积压订单和新订单情况,管理层对2025财年销售增长的预期可能过于保守。这些积极的分析报告进一步增强了投资者对药明合联未来发展的信心,推动其股价大幅上涨。

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