智通财经APP获悉，药明合联(02268)涨超5%，截至发稿，涨5.75%，报36.8港元，成交额7740.48万港元。
消息面上，药明合联此前发盈喜，预期该集团截至2024年12月31日止年度的收入、纯利和经调整纯利将分别同比增长超过85%、260%及170%。预期增长主要得益于其下游客户抗体偶联药物(ADC)等生物偶联药物行业持续的高速发展；集团在行业中的领先地位和独特竞争优势；集团的利润率进一步改善，乃主要归因于生产设施保持高产能利用率、新投产的生产线进一步充实集团产能、经营效率的提升及现金财务管理获得的利息收入。
里昂研报指出，药明合联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%。该行认为，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。
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