汇丰研究发表报告指出，药明生物(02269.HK) 去年收入按年增长9.6%，净利润跌1.3%，略高于该行预期，另意咪著去年下半年收入及净利润各升18.2%与63.8%。公司去年经调整净利润48亿元人民币，低于预期。
该行将药明生物今明两年的收入预测上调4%至7%，净利润预测升3%。整体而言，该行预期公司2024至2027年的净利润年均复合增长率为16.9%，收入年均复合增长率为13.8%。该行维持对药明生物的“持有”评级，目标价由24元上调至26.3元，认为商业化生产项目收入的增长速度快于预期是关键的上行风险，而美国关税带来的影响超出预期则是主要的下行风险。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)
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