里昂发表研报指，药明合联(02268.HK) 2023年的市场份额为14.5%。据外部机构预测，该公司2022至2030年的全球抗体—药物复合物(ADC)外包市场收入复合年均增长率预计达到28%。
里昂认为，药明合联具备良好的市场份额增长潜力，主要考虑到其“一站式”能力，能实现高于行业平均水平的效率；稳健的历史业绩；不断扩大的全球制药市场影响力；以及日益增长的订单积压。该行首次覆盖药明合联H股，给予“跑赢大市”评级，目标价定于44.3元。
该行亦预计，药明合联2024至2026财年收入增长将分别为85%、40%及32%；每股盈利预测复合年均增长率为34%，该行的预测较市场共识高39%至43%。(js/k)
(港股报价延迟最少十五分钟。沽空资料截至 2025-02-27 16:25。)
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