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　　药明合联（02268）早盘反弹逾14%，截至发稿，股价上涨13.50%，报33.20港元，成交额3.60亿港元。

　　摩根士丹利发布研报称，去年订单积压趋势及今年业绩指引，确认药明系3家公司前景改善，推动了3月份股价上涨。药明生物及药明康德（02359）均预计今年增长将加速，而药明合联（02268）预计未来5年年均复合增长率将超过ADC药物市场（约30%），均予“增持”评级，分别上调目标价至35港元、85港元及60港元。全球生物技术融资正常化、中国药物海外授权、海外设施资本支出及商业项目增加，是推动增长主要驱动力。

　　该行指出，药明合联仍是该行首选，相信其在2024至2030年期间持续高于行业增长，受惠全球强劲的外包需求及全球现有ADC产能稀缺性。中国对全球药物授权增加对公司未来收入增长有利，因公司去年中国授权交易规模超过10亿美元的ADC中占据约六成分额。

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