智通财经APP获悉，CRO概念股涨幅扩大，截至发稿，维亚生物(01873)涨6.19%，报2.06港元；药明生物(02269)涨5.92%，报27.75港元；昭衍新药(06127)涨5.3%，报15.9港元；药明康德(02359)涨5.46%，报70.55港元；康龙化成(03759)涨5.16%，报16.72港元。
交银国际发表报告指，药明生物24年下半年复苏趋势明显。管理层指引2025年收入增长12%至15%，持续经营业务增长17%至20%，盈利能力提升，而2026至2027年收入进一步提速。野村也表示，药明生物2024年财报超出预期，2025年经营指引亦符合预期。
中银证券指出，全球医药生物投融资正在逐步回暖，中国创新药圈产业链支持政策及“医保+商保”多元化支付预期均有望推动医药生物投融资热度的回暖，从而带动上游医药研发的相关需求增长。CXO行业龙头企业2024年Q4收入端及利润端已出现企稳回升，2024年订单同比增长明显。此外，AI技术的快速发展有望为CXO行业带来新的增长动力，帮助CXO公司提高效率及专业性。
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