港股荣昌生物（09995）今日盘中大涨5.91%，引发市场关注。多重利好因素推动公司股价上涨。
中金公司发布研报维持荣昌生物"跑赢行业"评级，并将目标价上调40.6%至45港元。中金表示，公司2025年第一季度业绩符合预期，收入同比增长59.17%至5.26亿元，净亏损同比减少近1亿元至2.54亿元。研报指出，公司产品收入保持亮眼增长，经营现金流改善良好。此外，公司核心产品泰它西普在治疗全身型重症肌无力（gMG）的III期临床试验中取得优异数据，有望改写gMG领域治疗格局。
值得注意的是，南向资金近期持续增持荣昌生物。数据显示，4月30日南向资金增持该股227.19万股，近20个交易日累计增持797.57万股。截至4月30日收盘，港股通持有荣昌生物7792.92万股，占流通股41.11%。机构持续看好和增持，进一步提振了投资者信心。分析人士认为，公司在研产品管线丰富，未来发展潜力巨大，有望持续吸引资金关注。
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