智通财经APP获悉，药明合联(02268)反弹逾14%，截至发稿，涨14.53%，报33.45港元，成交额1.99亿港元。
大摩发布研报指出，根据去年订单积压趋势及今年业绩指引，确认药明系3间公司前景改善，推动了3月份股价上涨。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。大摩表示，药明合联仍是该行首选，相信公司在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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