港股上市公司康方生物（09926）今日盘中大跌5%，引发市场关注。尽管公司近期表现强劲，但南向资金的持续减持可能成为股价下跌的主要原因。
根据最新数据，南向资金已连续3日减持康方生物股票。4月2日单日减持115.05万股，截至当日收盘，港股通共持有康方生物35717.50万股，占流通股39.79%。值得注意的是，虽然康方生物近5个交易日上涨28.56%，但港股通在此期间累计减持了327.20万股，显示出投资者可能正在获利了结。
然而，公司基本面似乎仍然稳健。招银国际最新研究报告指出，康方生物2024年业绩反映出强劲的成本控制能力，尽管销售收入未达预期。该机构预计公司今年的产品销售将同比增长60%至33亿元人民币，主要受益于AK104和AK112被纳入中国国家医保。基于这些因素，招银国际将康方生物的目标价上调至102.61元，并维持"买入"评级。尽管如此，短期内南向资金的持续流出仍可能对股价造成压力。
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