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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
藥明生物
24.100
+1.300
5.70%
手動刷新
成交量:
2,622.98萬
成交額:
6.16億
市值:
992.20億
市盈率:
27.28
高:
24.500
開:
22.650
低:
22.350
收:
22.800
資料載入中...
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公司
新聞
公告
花旗:予藥明生物“買入”評級 目標價升至35港元
新浪港股
·
03-28
花旗:予藥明生物(02269)“買入”評級 目標價升至35港元
智通财经
·
03-28
藥明生物CRDMO 新戰略,做行業最高效的賦能者
药明生物
·
03-28
港股異動 | 生物醫藥板塊持續走高,再鼎醫藥績後漲超12%,康方生物漲近5%
老虎资讯综合
·
03-28
藥明生物:2024年收益達186.8億元人民幣,同比增長9.6%
市场资讯
·
03-28
大和:升藥明生物目標價至30港元 評級“買入”
新浪港股
·
03-27
大華繼顯:升藥明生物目標價至35港元 評級“買入”
新浪港股
·
03-27
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
·
03-27
大和:升藥明生物(02269)目標價至30港元 評級“買入”
智通财经网
·
03-27
招銀國際:升藥明生物目標價至30.94港元 評級“買入”
新浪港股
·
03-27
大華繼顯:升藥明生物(02269)目標價至35港元 評級“買入”
智通财经网
·
03-27
藥明生物03月27日獲主力大幅加倉1.31億元
市场透视
·
03-27
交銀國際:藥明生物(02269)指引2026至2027年收入進一步提速 去年下半年復甦趨勢明顯
智通财经
·
03-27
藥明生物2024年年報點評:臨牀前收入快速恢復,整體項目數穩步提升
光大证券
·
03-27
招銀國際:升藥明生物(02269)目標價至30.94港元 評級“買入”
智通财经
·
03-27
港股收盤,恒指收漲0.41%,科指收漲0.29%。藥品、芯片股走強,信達生物(01801.HK)收漲約17%,藥明生物(
美港电讯
·
03-27
港股異動 | CRO概念股漲幅擴大 藥明生物(02269)漲超6% 行業龍頭四季度收入端及利潤端已企穩回升
智通财经
·
03-27
《股市簡訊》中港醫藥股齊飆,市場有關優化醫藥集採的預期升温
路透中文
·
03-27
【港股CXO板塊集體走強,藥明康德漲超4%】維亞生物漲超7%,昭衍新藥、藥明生物漲超6%,康龍化成、藥明康德漲超4%,泰格醫藥、凱萊英漲超3%,金斯瑞生物科技漲超2%。
金融界
·
03-27
《大行》招銀國際升藥明生物(02269.HK)目標價至30.94元 評級“買入”
阿斯达克财经
·
03-27
更多
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花旗发布研报称,药明生物(02269)管理层对今年收入增长指引为12%至15%,预期盈利能力有所改善,持续业务(不包括向向默沙东(MSD)出售爱尔兰疫苗设施)有望实现同比增长17%至20%。管理层还预期公司于2026及2027年增长有加速趋势。该行将公司今明两年的收入预测上调11%及25%,净利润预测上调13%和31%,对其目标价由30港元升至35港元,评级“买入”。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-28/doc-inerexcm9813201.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02269"],"gpt_icon":0},{"id":"2522515348","title":"花旗:予藥明生物(02269)“買入”評級 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14:23","pubTimestamp":1743143013,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,药明生物(02269)管理层对今年收入增长指引为12%至15%,预期盈利能力有所改善,持续业务(不包括向向默沙东(MSD)出售爱尔兰疫苗设施)有望实现同比增长17%至20%。管理层还预期公司于2026及2027年增长有加速趋势。该行将公司今明两年的收入预测上调11%及25%,净利润预测上调13%和31%,对其目标价由30港元升至35港元,评级“买入”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1269874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02269"],"gpt_icon":0},{"id":"2522534516","title":"藥明生物CRDMO 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12:31","pubTimestamp":1743136260,"startTime":"0","endTime":"0","summary":"今天,药明生物正式推出CRDMO+战略,以CRDMO商业模式的全链条能力为核心,通过深度洞察客户需求、全球化资源整合、技术持续突破创新、焕发组织敏捷效能四大维度,用“黄金漏斗”重新定义生物药研发与生产的行业标准。这一奖项是主办方基于第三方对200多家CDMO评估选出,反映了全球合作伙伴对药明生物的高度信任。目前,公司已在全球构建覆盖全产业链的CRDMO平台,拥有4个研究中心、8个开发中心及9个生产基地。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2025-03-28/doc-ineresvt1344161.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0708995583.HKD","LU0456846285.SGD","LU0320764599.SGD","LU1242518931.SGD","LU0856984785.SGD","LU0051755006.USD","LU0348825331.USD","SG9999002463.SGD","LU0823426480.USD","LU0043850808.USD","LU1794554557.SGD","LU0039217434.USD","LU0456827905.SGD","BK1576","LU0348735423.USD","LU0588546209.SGD","LU0819121731.USD","LU0052750758.USD","LU1242518857.USD","BK1589","LU1880383366.USD","LU0516423174.USD","LU0572944931.SGD","LU0359202008.SGD","LU0979878070.USD","LU2039709279.SGD","LU0140636845.USD","LU1688375341.USD","LU0823426308.USD","LU0327786744.USD","LU0417516738.SGD","LU0326950275.SGD","IE00B0JY6N72.USD","BK1610","BK1521","LU0307460666.USD","SG9999002562.SGD","LU1720050803.USD","LU0516422366.SGD","LU0359201612.USD","LU0516422952.EUR","BK1141","LU0181495838.USD","LU0417516902.SGD","02269","LU0516422440.USD","LU0516423091.SGD"],"gpt_icon":1},{"id":"1169154574","title":"港股異動 | 生物醫藥板塊持續走高,再鼎醫藥績後漲超12%,康方生物漲近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169154574","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169154574?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 09:58","pubTimestamp":1743127103,"startTime":"0","endTime":"0","summary":"本周五港股盘初,生物医药板块持续走高,截至发稿 $再鼎医药$ 绩后涨超12%, $康方生物$ 涨近5%:消息面上,3月28日,再鼎医药发布截至2024年12月31日止年度年度业绩,总收入3.99亿美元,同比增加49.59%;研发开支2.35亿美元。","market":"hk","thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01801","06160","03759","02696","03347","00241","02359","06185","06618","06606","06622","02269","06996","09995"],"gpt_icon":0},{"id":"2522356383","title":"藥明生物:2024年收益達186.8億元人民幣,同比增長9.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522356383","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522356383?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 09:09","pubTimestamp":1743124140,"startTime":"0","endTime":"0","summary":"来源:Gangtise投研\n 药明生物(02269.HK)2024年度业绩电话会:2024年药明生物业绩稳健增长,收益达186.8亿元人民币,同比增长9.6%,非新冠收益同比增长13.1%;毛利同比增长12.1%至76.5亿元人民币;经调整EBITDA同比增长14.4%至80.0亿元人民币。公司新增151个综合项目,综合项目总数达817个,成为业内最大的复杂分子管线之一。按地区划分,北美市场收入占比最高,同比增长32.5%,中国市场收入占比约15.1%,欧洲市场收入占比约23.2%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王若云","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-03-28/doc-inerehfs3230573.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2039709279.SGD","LU0516422366.SGD","SG9999002463.SGD","LU0588546209.SGD","LU0456846285.SGD","LU0359202008.SGD","LU0359201612.USD","LU1794554557.SGD","02269","LU1242518857.USD","LU0516423091.SGD","SG9999002562.SGD","LU0051755006.USD","LU0140636845.USD","BK1141","LU0307460666.USD","LU0516422952.EUR","LU0326950275.SGD","LU0979878070.USD","LU0417516902.SGD","LU1242518931.SGD","LU0181495838.USD","LU0348825331.USD","BK1610","LU0052750758.USD","LU0516422440.USD","BK1521","IE00B0JY6N72.USD","LU0456827905.SGD","LU0348735423.USD","LU0572944931.SGD","BK1589","BK1576","LU1880383366.USD","LU0327786744.USD","LU1720050803.USD","LU0856984785.SGD","LU0320764599.SGD","LU0708995583.HKD","LU0823426480.USD","LU1688375341.USD","LU0823426308.USD","LU0417516738.SGD","LU0039217434.USD","LU0516423174.USD","LU0819121731.USD","LU0043850808.USD"],"gpt_icon":0},{"id":"2522293493","title":"大和:升藥明生物目標價至30港元 評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522293493","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522293493?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 17:34","pubTimestamp":1743068040,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 大和发布研报称,药明生物(02269)去年下半年业绩符合预期,收入及毛利率稳健增长,分别同比升18%及4.3个百分点。集团管理层就今年作出指引,料核心收入增长17至20%。该行重申集团“买入”评级,目标价由27港元上调至30港元,并根据较高的盈利能力预测,将集团2026至32年的自由现金流预测上调9%至13%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-inerauep8067235.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02269"],"gpt_icon":0},{"id":"2522340294","title":"大華繼顯:升藥明生物目標價至35港元 評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522340294","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522340294?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 17:21","pubTimestamp":1743067260,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 大华继显发布研报称,药明生物(02269)去年业绩胜预期,收入同比升9.6%,经调整纯利同比升1.8%。集团指,受惠新项目大幅增加,三期及商业化项目收入规模持续扩大,故目标今年收入增长12%至15%,甚至由明年起增长将会加速。该行表示,将集团今年盈利增幅预测由原先13%上调至14.3%,其目标价由32港元上调至35港元,维持其评级为“买入”。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-ineraueh5072917.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02269"],"gpt_icon":0},{"id":"2522489347","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2522489347","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522489347?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 17:10","pubTimestamp":1743066600,"startTime":"0","endTime":"0","summary":" 交银国际发布研报称,药明生物去年下半年复苏趋势明显。RDM业务并驾齐驱,2025年起增速持续改善。管理层指引2025年收入增长12%至15%,持续经营业务增长17%至20%,盈利能力提升,而2026至2027年收入进一步提速,主要驱动力包括M端现有订单放量+后期管线转化。2025年资本开支规划60亿元人民币,主要投向新加坡产能扩建。R端已到达关键拐点,客户产品上市后有望给公司带来低个位数至10%的销售提成。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-ineraueh5067786.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0516423174.USD","LU0348735423.USD","LU1242518857.USD","LU0456827905.SGD","LU0819121731.USD","LU0359202008.SGD","LU0417516902.SGD","LU0181495838.USD","LU0572944931.SGD","LU0456846285.SGD","LU0516422440.USD","LU1794554557.SGD","LU1880383366.USD","BK1521","LU0348825331.USD","SG9999002463.SGD","LU0979878070.USD","LU0320764599.SGD","BK1576","LU0516422952.EUR","LU0140636845.USD","LU1720050803.USD","LU0307460666.USD","LU0359201612.USD","LU0043850808.USD","LU0417516738.SGD","LU0708995583.HKD","LU0051755006.USD","LU2039709279.SGD","LU0326950275.SGD","LU0327786744.USD","BK1147","BK1610","03329","LU1688375341.USD","LU0052750758.USD","LU0588546209.SGD","BK1141","BK1589","SG9999002562.SGD","LU0823426480.USD","LU0856984785.SGD","IE00B0JY6N72.USD","LU0516422366.SGD","LU0823426308.USD","LU1242518931.SGD","LU0516423091.SGD","02269","LU0039217434.USD"],"gpt_icon":0},{"id":"2522340239","title":"大和:升藥明生物(02269)目標價至30港元 評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522340239","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522340239?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 17:06","pubTimestamp":1743066371,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大和发布研报称,药明生物(02269)去年下半年业绩符合预期,收入及毛利率稳健增长,分别同比升18%及4.3个百分点。集团管理层就今年作出指引,料核心收入增长17至20%。该行重申集团“买入”评级,目标价由27港元上调至30港元,并根据较高的盈利能力预测,将集团2026至32年的自由现金流预测上调9%至13%。更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268960.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["02269"],"gpt_icon":0},{"id":"2522436347","title":"招銀國際:升藥明生物目標價至30.94港元 評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522436347","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522436347?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 17:06","pubTimestamp":1743066360,"startTime":"0","endTime":"0","summary":" 招银国际发布研报称,药明生物去年收入同比增长9.6%,经调整利润同比增长9%,收入和利润增长均接近早前指引区间高位。非疫情收入同比增长13.1%,显示出稳健的客户需求。管理层预计今年收入将增长12%至15%,持续经营收入同比增长17%至20%。该行预计,药明生物今年、明年及2027年收入同比增长14.4%、16.3%及17.5%,经调整归母净利润同比增长为16.3%、16.3%及17.3%。该行将其目标价由24.24港元上调至30.94港元,维持其评级为“买入”。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-inerauep8055847.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02269"],"gpt_icon":0},{"id":"2522534407","title":"大華繼顯:升藥明生物(02269)目標價至35港元 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16:44","pubTimestamp":1743065072,"startTime":"0","endTime":"0","summary":"集团指,受惠新项目大幅增加,三期及商业化项目收入规模持续扩大,故目标今年收入增长12%至15%,甚至由明年起增长将会加速。","market":"us","thumbnail":"https://img.zhitongcaijing.com/source/image/52967.jpg","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/source/image/52967.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268920.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["02269"],"gpt_icon":0},{"id":"2522225313","title":"藥明生物03月27日獲主力大幅加倉1.31億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522225313","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522225313?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:27","pubTimestamp":1743064035,"startTime":"0","endTime":"0","summary":"03月27日, 药明生物股价涨5.92%,报收27.75元,成交金额17.49亿元,换手率1.56%,振幅9.35%,量比1.34。药明生物今日主力资金净流入1.31亿元,连续3日净流入,上一交易日主力净流入959万元。近一年数据显示,该股主力连续3日净流入后,次日上涨概率为64.29%,平均涨幅为4.71%。该股近5个交易日上涨1.08%,主力资金累计净流入17万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流入5.15亿元,其中净流入天数为9日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327180140a6a5f1b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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去年下半年復甦趨勢明顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2522529341","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522529341?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:26","pubTimestamp":1743063969,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,药明生物(02269)去年下半年复苏趋势明显。RDM业务并驾齐驱,2025年起增速持续改善。管理层指引2025年收入增长12%至15%,持续经营业务增长17%至20%,盈利能力提升,而2026至2027年收入进一步提速,主要驱动力包括M端现有订单放量+后期管线转化。2025年资本开支规划60亿元人民币,主要投向新加坡产能扩建。R端已到达关键拐点,客户产品上市后有望给公司带来低个位数至10%的销售提成。D端方面,单抗由DNA到IND的交付时间缩短至九个月,优异的服务质量给客户带来更多对外许可机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268884.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0516423174.USD","03329","LU0979878070.USD","SG9999002562.SGD","LU0327786744.USD","LU0052750758.USD","LU0348825331.USD","LU0819121731.USD","LU0823426308.USD","LU0043850808.USD","LU0051755006.USD","LU0181495838.USD","BK1147","LU0348735423.USD","LU0516422952.EUR","LU0708995583.HKD","LU0456846285.SGD","LU1880383366.USD","BK1521","LU0320764599.SGD","02269","IE00B0JY6N72.USD","LU1242518931.SGD","LU0516423091.SGD","LU0456827905.SGD","LU1688375341.USD","LU0417516902.SGD","LU0417516738.SGD","LU0039217434.USD","LU1720050803.USD","BK1589","LU1242518857.USD","LU2039709279.SGD","LU0588546209.SGD","LU0326950275.SGD","LU0140636845.USD","LU0572944931.SGD","BK1141","BK1610","LU0516422440.USD","SG9999002463.SGD","LU0823426480.USD","LU0516422366.SGD","LU0307460666.USD","LU0359202008.SGD","LU0359201612.USD","LU1794554557.SGD","BK1576","LU0856984785.SGD"],"gpt_icon":0},{"id":"2522413753","title":"藥明生物2024年年報點評:臨牀前收入快速恢復,整體項目數穩步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2522413753","media":"光大证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522413753?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:14","pubTimestamp":1743063299,"startTime":"0","endTime":"0","summary":"24年公司实现临床前服务收入70.62亿元,远高于公司整体收入增速,凸显了公司前端技术平台的强大竞争力。截至2024年,公司未完成订单总额达185亿美元;剔除与默沙东资产交易影响的30亿美元订单后,相比上一年度增加约9亿美元。截至24年底,公司整体规划产能为美国4.2万升,爱尔兰5.4万升,德国2.4万升,新加坡12万升,中国25.1万升,合计49.1万升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327163112a6a5d1ef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522341598","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522341598?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:14","pubTimestamp":1743063242,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招银国际发布研报称,药明生物(02269)去年收入同比增长9.6%,经调整利润同比增长9%,收入和利润增长均接近早前指引区间高位。非疫情收入同比增长13.1%,显示出稳健的客户需求。管理层预计今年收入将增长12%至15%,持续经营收入同比增长17%至20%。该行预计,药明生物今年、明年及2027年收入同比增长14.4%、16.3%及17.5%,经调整归母净利润同比增长为16.3%、16.3%及17.3%。该行将其目标价由24.24港元上调至30.94港元,维持其评级为“买入”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268871.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02269"],"gpt_icon":0},{"id":"2522345030","title":"港股收盤,恒指收漲0.41%,科指收漲0.29%。藥品、芯片股走強,信達生物(01801.HK)收漲約17%,藥明生物(","url":"https://stock-news.laohu8.com/highlight/detail?id=2522345030","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522345030?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:09","pubTimestamp":1743062977,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["LU0856984785.SGD","BK1161","LU0819121731.USD","LU2328871848.SGD","LU1794554557.SGD","00981","LU1242518857.USD","BK1583","02833","HSImain","LU0359202008.SGD","LU1688375341.USD","SG9999002463.SGD","MCHmain","02269","HSI","LU1720050803.USD","BK1607","159813","HHImain","LU0516422440.USD","MHImain","LU0516423174.USD","IE00B0JY6N72.USD","HSTECH","LU0052750758.USD","LU0417516738.SGD","LU0823426480.USD","LU0456827905.SGD","LU0456846285.SGD","LU0979878070.USD","LU0051755006.USD","LU0320764599.SGD","LU1969619763.USD","01801","BK1610","07226","LU0348825331.USD","LU0359201612.USD","LU0417516902.SGD","HSCEI","BK0214","688981","BK1614","LU0043850808.USD","YANG","SGXZ49509284.SGD","LU0516422366.SGD","BK1576","513600"],"gpt_icon":0},{"id":"2522343871","title":"港股異動 | CRO概念股漲幅擴大 藥明生物(02269)漲超6% 行業龍頭四季度收入端及利潤端已企穩回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2522343871","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522343871?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 15:43","pubTimestamp":1743061396,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,CRO概念股涨幅扩大,截至发稿,维亚生物涨6.19%,报2.06港元;药明生物涨5.92%,报27.75港元;昭衍新药涨5.3%,报15.9港元;药明康德涨5.46%,报70.55港元;康龙化成涨5.16%,报16.72港元。野村也表示,药明生物2024年财报超出预期,2025年经营指引亦符合预期。CXO行业龙头企业2024年Q4收入端及利润端已出现企稳回升,2024年订单同比增长明显。此外,AI技术的快速发展有望为CXO行业带来新的增长动力,帮助CXO公司提高效率及专业性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c1d06c6940354aa092ba4cb0febc291a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268839.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2125910500.SGD","LU1046422090.SGD","LU0359201612.USD","LU0456846285.SGD","LU2242644610.SGD","LU0320764599.SGD","02359","LU0456827905.SGD","LU0181495838.USD","LU0823426308.USD","02269","LU0417516902.SGD","03759","LU0516422366.SGD","LU0051755006.USD","LU0516422952.EUR","BK1576","LU0819121731.USD","01873","LU0979878070.USD","LU1794554557.SGD","LU1720050803.USD","LU0516422440.USD","IE00B0JY6N72.USD","LU0043850808.USD","LU1242518931.SGD","LU0516423091.SGD","LU0307460666.USD","LU0327786744.USD","SG9999002562.SGD","LU0516423174.USD","LU2039709279.SGD","LU2045819591.USD","BK1610","LU0588546209.SGD","BK1583","SG9999002463.SGD","LU0326950275.SGD","LU0052750758.USD","LU0359202008.SGD","LU1688375341.USD","LU0708995583.HKD","LU0140636845.USD","BK1521","06127","LU0348735423.USD","LU0823426480.USD","LU1880383366.USD","BK1589","LU0039217434.USD"],"gpt_icon":1},{"id":"2522647317","title":"《股市簡訊》中港醫藥股齊飆,市場有關優化醫藥集採的預期升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2522647317","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522647317?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 15:06","pubTimestamp":1743059175,"startTime":"0","endTime":"0","summary":"《股市简讯》中港医药股齐飙,市场有关优化医药集采的预期升温* 中港医药股午后齐飙,恒生香港上市生物科技指数.HSHKBIO和中证细分医药产业主题指数.CSIHCSI周四分别一度涨5.8%和2.8%,市场有关优化医药集采的预期升温。* 三生制药1530.HK、信达生物1801.HK涨超一成;药明康德603259.SS2359.HK、恒瑞医药600276.SS、药明生物2269.HK涨幅介于3.5-61.%。* 社交媒体流传,多个省份医保部门负责人将召开会议,研讨优化医药集采工作的相关事宜。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250327:nL3S3QA0J2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02359","LU0456827905.SGD","LU0405327148.USD","LU1997245094.SGD","LU1064131003.USD","LU0856984785.SGD","BK1141","BK1610","LU0348735423.USD","LU0417516902.SGD","LU0043850808.USD","LU0320764599.SGD","LU0327786744.USD","603259","LU2039709279.SGD","LU0708995583.HKD","LU0456842615.SGD","LU0359201612.USD","LU1242518857.USD","BK1583","BK1589","BK0239","LU0819121731.USD","LU2125910500.SGD","02269","01801","LU0307460666.USD","LU0181495838.USD","LU0979878070.USD","BK0196","01530","LU0516423174.USD","LU0052750758.USD","LU0516422366.SGD","LU0405327494.USD","LU2242644610.SGD","LU0572944931.SGD","LU1064130708.USD","LU0516422440.USD","LU1880383366.USD","LU0039217434.USD","LU0588546209.SGD","BK0183","LU1794554557.SGD","LU1969619763.USD","BK0012","LU0417516738.SGD","LU0823426308.USD","600276","BK1593"],"gpt_icon":0},{"id":"2522731276","title":"【港股CXO板塊集體走強,藥明康德漲超4%】維亞生物漲超7%,昭衍新藥、藥明生物漲超6%,康龍化成、藥明康德漲超4%,泰格醫藥、凱萊英漲超3%,金斯瑞生物科技漲超2%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2522731276","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522731276?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 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評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522317944","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522317944?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 14:51","pubTimestamp":1743058260,"startTime":"0","endTime":"0","summary":"招银国际发表研究报告指,药明生物去年收入按年增长9.6%,经调整利润按年增长9%,收入和利润增长均接近早前指引区间高位。非新冠收入按年增长 13.1%,显示出稳健的客户需求。管理层预计今年收入将增长12%至15%,持续经营收入按年增长17%至20%。该行预计,药明生物今年、明年及2027年收入按年增长14.4%、16.3%及17.5%,经调整归母净利润按年增长为16.3%、16.3%及17.3%。该行将其目标价由24.24元上调至30.94元,维持其评级为“买入”。沽空资料截至 2025-03-27 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