康龙化成(03759)今日盘中大涨11.69%，引起了市场的广泛关注。
消息面上，公司2025年度业绩显示，尽管全年母公司拥有人应占利润同比下降7.2%，但单看第四季度表现强劲，公司单季度主营收入40.09亿元，同比上升15.93%；归母净利润5.23亿元，同比大幅上升40.76%。报告期内，公司实验室服务实现营业收入81.589亿元，同比增长15.8%，2025年度实现毛利率44.7%。
此外，公司客户询单量持续向好，2025年新签订单金额同比增长超14%，且较前三季度进一步提速。根据新签订单和业务趋势，公司预计2026年收入将同比增长12%-18%。华泰证券认为公司整体业绩积极提速，看好其2026年实现向好发展。野村发表报告维持对康龙化成的“买入”评级，并将目标价由26.63元上调至27.33元，认为公司CMC业务增长将加速。
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