港股异动 | 药明生物(02269)涨超6% 医药生物Q3利空出尽 机构建议新周期的起点积极加大配置
药明生物(02269)涨超6%，截止发稿涨6.26%，报50.95港元，成交额13.39亿港元。
开源证券发布报告称，首予药明生物“买入”评级，看好其长期发展，预计2023-25年归母净利润为51.28/67.63/90.1亿元，EPS分别为1.21/1.59/2.12元，估值合理。中长期看，公司在ADC、双抗、疫苗等成长性高的新兴领域不断发力，项目数量持续高增长，有望打开业绩的向上空间;同时，公司加速海内外产能建设，积极推进全球业务布局，为全球化业务拓展提供产能支撑。
中泰证券认为，随着三季报陆续披露完毕，市场担忧的医疗反腐对于企业业绩的阶段影响基本出清，板块吸引资金抄底布局，10月底继续迎来上涨。微观来看，医药本次三季报，多数披露业绩受损的公司股价均呈现上涨，基本论证了资金抄底医药的布局思路。该行认为医药估值与筹码结构均具备走出板块β大行情的前提条件，考虑当下基本面、政策面的底部拐点位置，叠加老龄化背景下医药行业长期的成长趋势，后续有望迎来持续催化，建议积极加大医药板块配置。
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