《大行》大摩:订单积压趋势及业绩指引确认药明系公司前景改善 上调目标价

阿斯达克财经
Apr 07, 2025

摩根士丹利指,去年订单积压趋势及今年业绩指引,确认药明系3间公司前景改善,推动了3月份股价上涨。药明生物(02269.HK) 及药明康德(02359.HK) 均预计今年增长将加速,而药明合联(02268.HK) 预计未来5年年均复合增长率将超过ADC药物市场(约30%)。全球生物技术融资正常化、中国药物海外授权、海外设施资本支出及商业项目增加,是推动增长主要驱动力。该行指,药明合联仍是该行首选,...

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