金吾财讯 | 药明合联(02268)早盘股价走势强劲，截至发稿，报41.75港元，涨4.38%，成交额5605.49万港元。近日，公司公布业绩，2024年录得公司拥有人应占纯利约10.7亿元(人民币，下同)，同比增长277.2%。经调整纯利11.74亿元，同比增长184.8%。基本每股盈利0.89元。期内收益40.52亿，同比增加90.8%；毛利12.4亿元，上升121.6%。交银国际研报指，公司2024年关键业务指标表现强劲，2025年继续指引高增速。2025年指引显示：1）收入增长35%；2）利润率相比2024年稳定，若新产能利用率较好，有提升空间。该行上调2025-26E经调整净利润预测7-10%、上调DCF目标价至51港元。维持买入评级。另外，野村表示，药明合联财报反映集团去年下半年的收入及净利润大幅上升，按年分别增111%和447%。认为药明合联的财报相当乐观，重申对其“买入”评级，目标价由42.5港元上调至49.76港元。该行又调升集团2025财年的收入及盈利预测11.9%和34.7%。
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