【中银国际：上调药明康德目标价至81港元 上调今明两年盈利预测】金十数据3月21日讯，中银国际发表研究报告指，药明康德(02359.HK)核心业务(不包括新冠商业化项目)去年按年增长5.2%，TIDES收入按年增长70%；第四季净利润按季增长27%，收入按季增长10%，凸显强劲复苏趋势。受全球顶级制药公司强劲需求以及瑞士、美国和新加坡产能持续扩张的推动，公司订单量达到创纪录的493亿元，按年增长47%，高于去年首九个月的按年增长35%。展望2025年，该行料药明康德预计将重回两位数增长，收入预计按年增长10%至15%，达到415亿至430亿元之间，受惠TIDES和CDMO服务的强劲发展势头。该行将药明康德今明两年的盈利预测分别上调13%和26%，目标价由62港元上调至81港元，维持“买入”评级。
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