智通财经APP获悉，艾迪康控股(09860)早盘涨超4%，截至发稿，涨1.84%，报7.2港元，成交额603.38万港元。
消息面上，CRO概念今日受市场追捧。公开资料显示，艾迪康和Guardant Health自2023年签订战略合作。2024年中期业绩显示，2024年年初开始全面投入运营的与Guardant Health合作的中央实验室检测项目表现出色，为公司业绩整体增长贡献了重要力量。值得注意的是，艾迪康24年上半年CRO业务同比增长307%。
此外，3月16日中办、国办印发《提振消费专项行动方案》，其中提出加大生育养育保障力度，研究建立育儿补贴制度。东海证券指出，生育政策组合拳短期内将刺激母婴健康检测、母婴消费及辅助生殖赛道。从2024年上半年的业绩来看，艾迪康在特检业务上的表现尤为突出，公司已重点布局感染、妇幼、血液肿瘤四大产品板块，未来将拓展并聚焦神经免疫、慢病等领域。
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