智通财经APP获悉，药明合联(02268)盘中涨近6%，高见35.25港元，创下历史新高。截至发稿，涨4.8%，报34.9港元，成交额1.81亿港元。
招商证券指出，ADC系近年全球药物研发领域的焦点，随着Enhertu等重磅药物临床价值被验证，资本市场热度持续攀升，中国凭借在生物医药领域的创新能力和政策支持，已成为全球ADC药物研发第一梯队，持续输出多笔海外授权交易。
该行指出，随着在研ADC药物逐步推进至商业化阶段，CDMO需求预计将持续增长，率先完成产能布局并得到相关项目验证的企业有望脱颖而出。其中，药明合联全球份额第二，赋能大量国产ADC出海。2022年至2023年上半年，国内共有10家药企与海外合作伙伴达成14项ADC licsence out，其中有8家是药明合联的客户。
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