港股异动 | CRO概念股集体走强 药明康德(02359)上半年业绩预喜 机构称CXO企业机遇充足

智通财经
Jul 11, 2025

智通财经APP获悉,CRO概念股集体走强,截至发稿,凯莱英(06821)涨13.59%,报89.45港元;药明康德(02359)涨9.15%,报87.1港元;昭衍新药(06127)涨8.81%,报27.5港元;康龙化成(03759)涨6.86%,报18.08港元;药明生物(02269)涨3.5%,报26.6港元。

消息面上,药明康德发盈喜,预计2025年上半年实现营业收入约人民币207.99亿元,同比增长约20.64%;预计归属于公司股东的净利润约人民币85.61亿元,同比增长约101.92%。渤海证券近期指出,当下全球医疗健康产业融资企稳,医药市场研发支出持续增长,新药研发投资回报率出现下降,CXO企业机遇充足,行业持续扩容。SW医疗研发外包板块2024年有所承压,2025Q1企稳回升,拐点显现,头部企业2025Q1营收、业绩均提速,2024年大部分头部企业在手订单表现优异。

中金认为,2025年,流动性预期乐观以及国内AI等技术突破等都导向以及创新药为代表的医药科技类资产更适合今年的投资环境。该行指出,受益于下游创新药板块今年的积极表现,一二级新药投融资环境改善,对以内需CRO和科研上游为代表的供应链体系有较为积极的订单改善边际影响。

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