异动解读|药明生物盘中下跌3.15%,回购提振效应消退叠加指数剔除压力

行情直击
May 28

5月28日,药明生物盘中下跌3.15%,报32.64港元,成交额8594.5万港元。此前公司于5月24日宣布拟斥资不超过4亿美元回购股份,5月26日盘中一度冲高近7%,但提振效应迅速消退。

消息面上,恒生港股通创新药指数将于6月30日剔除所有CXO企业,药明生物原占指数权重约9.8%,剔除后跟踪该指数的ETF将被动减持,加剧短期抛压。此外,大股东Biologics Holdings于5月15日以每股38.52港元减持1.5亿股套现约57.78亿港元,持股降至8.49%,仅11天后公司即宣布回购,大股东高位减持与公司低位接盘的矛盾信号令市场情绪承压。同期行业内药明康德跌3.05%、药明合联跌3.32%,CXO板块整体走弱。

药明生物是一家主要从事向生物制剂行业客户提供生物发现、开发及生产端到端解决方案及服务的投资控股公司,业务涵盖生物药及抗体偶联药物CRDMO服务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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