【中金升药明生物目标价至22.5港元 料今年呈加速态势】金十数据1月17日讯，中金发表报告指，药明生物(02269.HK)参加第43届摩根大通医疗健康大会，CEO陈智胜向投资者更新业务近况以及2025年展望。公司维持2024年指引不变，包括5至10%收入增长，8至14%扣新冠收入增长；并预计2025年业务势头呈现加速态势。另外，营运效率提升，管理层预计2025年利润率提升100至150个点子。报告指，由于公司新签项目数量强劲增长，PPQ项目储备丰富有望放量，上调2024至2026年经调整净利润分别5.7%、6.2%及22.4%，至49.7、57.0及65.8亿元人民币。当前股价对应2025/2026年11.5倍和10倍经调整市盈率。维持“跑赢行业”评级，考虑到分成收入在2026年开始明显增加远期成长性增强，上调目标价17.9%至22.5港元，对应2025/2026年14.9倍和12.9倍经调整市盈率。
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