摩根士丹利发表研究报告指，药明康德(02359.HK) 首季收入及非通用会计准则经调整纯利分别录得96.5亿元人民币(下同)及26.8亿元，胜过该行预期。其中最主要的动力为美国及欧洲市场，收入分别按年增28%及26%，合共贡献收入的近80%。另外，公司持续经营业务积压订单按年扩张47%至523.3亿元，按首季的速度计，约相当于5至6个季度。
该行亦提到作为内地的合同开发及生产组织(CDMO)公司，药明康德的基本面(即资本开支、产能、积压订单及收入走势)依然强劲，即使面临新冠疫情的高基数及地缘政治带来压力下。该行予其H股目标价85港元，评级“增持”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 16:25。)
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