异动解读 | 业绩超预期,信达生物盘中大涨5.90%,大华继显上调目标价

异动解读
Aug 29, 2025

信达生物(01801)今日盘中大涨5.90%,引起市场广泛关注。这一显著涨幅主要源于公司发布的中期业绩超出市场预期,以及大华继显发布的积极研究报告。

据大华继显的研究报告显示,信达生物中期收入同比大幅增长50.6%至约60亿元,远超市场预期。调整后纯利达12.1亿元,已超过分析师对其全年调整后纯利的预测。基于这些强劲的财务数据,大华继显上调了信达生物的目标价,从110港元提高至120港元,并维持"买入"评级。

展望未来,信达生物正采用肿瘤治疗和一般生物医学的双引擎增长策略,推出新一轮产品线。公司致力于为全球市场开发领先的管线产品,有望成为全球生物制药市场的重要参与者。大华继显预测信达生物今年收入将同比增长34.8%,并上调了2025至2027年的经调整盈利预测,反映出公司增长潜力强劲。

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