4月29日消息,港股生物技术板块多股大涨,截至发稿,药明康德、科伦博泰生物涨近6%,创胜集团、来凯医药、乐普生物涨超5%,云顶新耀、中国抗体、康方生物涨超4%。
消息面上,国投证券发布研报称,全球创新药投融资环境有所复苏,多肽、ADC等细分领域创新研发蓬勃兴起,加速推动CXO行业景气度上行,研发生产外包需求有望逐步改善。目前CXO上市公司相关订单开始逐步改善且产能处于行业领先地位,看好CXO上市公司业绩边际改善。
个股方面,药明康德公布2025年第一季度业绩,营业收入约96.55亿元,同比增长20.96%;归属于上市公司股东的净利润约36.72亿元,同比增长89.06%。截至2025年3月末,公司持续经营业务在手订单人民币523.3亿元,同比增长47.1%。
4月25日,科伦博泰生物股东将股票存入中国证券登记结算香港,存仓市值78.35亿港元,占比19.34%。
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