交銀國際：藥明生物指引2026至2027年收入進一步提速去年下半年復甦趨勢明顯

新浪港股

2025/03/27

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　交銀國際發布研報稱，藥明生物（02269）去年下半年復甦趨勢明顯。RDM業務並駕齊驅，2025年起增速持續改善。管理層指引2025年收入增長12%至15%，持續經營業務增長17%至20%，盈利能力提升，而2026至2027年收入進一步提速，主要驅動力包括M端現有訂單放量+後期管線轉化。2025年資本開支規劃60億元人民幣，主要投向新加坡產能擴建。R端已到達關鍵拐點，客戶產品上市後有望給公司帶來低個位數至10%的銷售提成。D端方面，單抗由DNA到IND的交付時間縮短至九個月，優異的服務質量給客戶帶來更多對外許可機會。

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href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-ineraueh5067786.shtml\">新浪港股</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0140636845.USD","symbol_name":"施羅德大中華區股票A 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交銀國際：藥明生物指引2026至2027年收入進一步提速 去年下半年復甦趨勢明顯

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交銀國際：藥明生物指引2026至2027年收入進一步提速去年下半年復甦趨勢明顯