海通国际发布药明康德研报,药明康德2023年报点评:全年收入利润稳健增长,TIDES业务订单增长显著

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Mar 28, 2024

海通国际03月28日发布研报称,给予药明康德(603259.SH)优于大市评级,目标价格为81.60元。评级理由主要包括:1)收入端剔除新冠商业化项目保持高速增长态势;2)公司持续实施“长尾”战略并不断提高大药企份额。风险提示:中美地缘政治风险升级致海外业务受限,业务不达预期风险;行业竞争恶化风险;药企研发费用下降风险;汇率波动风险;核心技术人员流失。   AI点评:药明康德近一个月获得12份券商...

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