港股异动 | 药明合联(02268)现涨超5% 药明生物业务回暖超预期 机构称市场低估公司潜力
药明合联(02268)现涨超5%，截至发稿，涨5.13%，报31.75港元，成交额1802.89万港元。
消息面上，药明生物在摩根大通医疗健康年会上表示，公司2023年全年新增项目132个，非新冠项目数创历史新高。1月12日，药明生物CEO陈智胜表示，公司业务回暖速度超过预期。陈智胜同时澄清，项目数量增长并非源自价格下调。2023年12月公司未进行任何价格调整，同期海外客户的项目价格也保持稳定。
中金发布报告称，首次覆盖药明合联给予“跑赢行业”评级，看好偶联药物外包行业成长性及公司的全球竞争力，目标价40港元。该行认为市场未充分认识到偶联药物潜在重磅品种的放量潜力及对药明合联2025年后商业化收入的拉动作用。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.