高盛发表研究报告指，药明康德(02359.HK) 今年首季业绩强劲，管理层维持其2025财年指引，符合该行预期，认为如果未来1至2个季度持续强势，公司有空间在下半年提高指引。该行料公司的TIDES业务会在今年增长65%(官方指引增长60%)，将2025年至2027年各年的TIDES收入预测分别提高3.1%、5%及5%。
该行上调对公司2025年至2027年各年纯利预测分别7%、3.5%及2.3%，以反映TIDES业务好过预期和小分子研发及制造的交付，将H股目标价由70.9元升至74.9元，维持评级“中性”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-29 16:25。)
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