药明康德(02359)今日盘中大涨5.79%,引起了市场的广泛关注。
消息面上,开源证券表示,“药明系”三家公司均对2026年增长给出积极展望:其中,药明康德持续经营业务收入指引同比增长18–22%,资本支出(CAPEX)计划进一步提升至65–75亿元。整体来看,这反映了CXO(医药外包)行业在订单、产能与需求端共振下的景气延续性进一步强化,增强了投资者对公司未来业绩的信心,从而推动股价上行。
药明康德(02359)今日盘中大涨5.79%,引起了市场的广泛关注。
消息面上,开源证券表示,“药明系”三家公司均对2026年增长给出积极展望:其中,药明康德持续经营业务收入指引同比增长18–22%,资本支出(CAPEX)计划进一步提升至65–75亿元。整体来看,这反映了CXO(医药外包)行业在订单、产能与需求端共振下的景气延续性进一步强化,增强了投资者对公司未来业绩的信心,从而推动股价上行。
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