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。摩根士丹利发布研报称,药明康德(02359)首季收入及非通用会计准则经调整纯利分别录得96.5亿元人民币及26.8亿元人民币,胜过该行预期。其中最主要的动力为美国及欧洲市场,收入分别同比增28%及26%,合共贡献收入的近80%。该行予其H股目标价85港元,评级“增持”。另外,...
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