智通财经APP获悉,摩根大通发布研报称,药明合联(02268)去年销售及经调整净利润分别同比增长91%及171%,但管理层仍维持2025财年销售同比增长逾35%的指引。该行认为目标略为过于保守。该行表示,由于药明合联去年的基数较高,且有强劲的积压订单及新订单,将其今年销售额预测上调约20%,并进一步调升2026年往后的长远销售预测23至24%。该行升集团2025至33年的销售额预测20至24%,该行将药明合联目标价升约30%至46港元,维持“增持”评级。
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