据药明康德公告,其2025年第一季度收入及利润均重回双位数增长(整体营业收入+21%,持营业务收入+23.1%,归母净利润+89.1%)。全球创新药投融持续复苏背景下,2025Q1公司持续经营业务在手订单同比增长47.1%,在手订单的高速增长,驱动核心业务经营快速改善。在关税扰动背景下,恒生医药近期表现持续强势。近期一季度报告密集发布,荣昌生物、药明康德等业绩利好频传,有望进一步提振医药热度。相关...
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