科笛-B(02487)今日盘中大涨近11%,引发市场关注。公司股价上涨或与生物医药板块整体受机构看好、公司短期业务增长强劲等利好因素有关。
从行业层面看,医药生物股持续获资金青睐。知名机构高盛最新报告持续看好中国生物科技赛道,称头部企业如再鼎医药等有望在2025/2026年实现盈亏平衡,成为优质投资标的。
公司自身基本面也呈利好状态。消息显示,公司短期毛发及化妆品业务增长强劲,去年双11取得GMV1.1亿元,同比大涨164%,有望推动公司近期收入持续增长。此外,公司多款中长期管线产品同样具有全球领先/独家优势,若研发进度顺利,也将为公司发展注入长期增长动力。
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