招银国际发表报告指出，药明生物(02269.HK) 去年新增151个项目，创新高。公司去年赋能7个分子研究服务的全球项目，有权于近期收取约1.4亿美元款项。海外业务方面稳步推进，其爱尔兰生产设施有望于今年收支平衡。管理层亦重申去年指引，预期收入及经调整盈利均增长5%至10%，并对今年收入增长加速充满信心。
该行提及，药明生物去年完成工艺性能确认(PPQ)项目77个，按年增长26%，并预期今年将按年增长31%至101个项目。该行料相关势头对公司CMO收入的未来增长有利。
招银国际维持对药明生物的“买入”评级，目标价由22.88元上调至24.24元，以反映需求恢复，且认为需求为今年带来良好展望，预测其2024至2026年的收入按年增长7.1%、13.4%及15.6%，经调整净利润按年升0.9%、13%及15.6%。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-17 16:25。)
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