8月29日周五盘中，凯莱英（06821）股价大涨5.21%，引起投资者关注。这一涨幅或与西南证券最新发布的研究报告有关。
西南证券分析师杜向阳发布了题为《2025年半年报点评：小分子稳健向上，生物大分子与化学大分子快速增长》的研究报告，给予凯莱英"买入"评级。报告指出，凯莱英2025年上半年业绩亮眼，实现营收31.9亿元，同比增长18.2%；归母净利润6.2亿元，同比增长23.7%。二季度单季度业绩更是强劲，收入同比增长26.9%，净利润同比增长33.9%。
报告还强调了凯莱英各业务板块的亮眼表现。小分子CDMO业务稳健增长，新兴业务如化学大分子和生物大分子增速显著，分别同比增长130%+和70.7%。此外，公司在欧洲市场的收入实现了200%+的显著增长。分析师预计2025-2027年EPS分别为3.05元、3.55元、4.09元，维持"买入"评级。这些积极因素可能是推动凯莱英股价上涨的主要原因。
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