高盛研究报告，料市场将对药明康德(02359.HK) 的次季盈喜有积极反应，当中经调整非国际财务报告准则净利润按年升47.9%至36亿元人民币(下同)，远超市场预期的15至20%。而销售额按年升20.4%至111亿元，亦高于该行预期的102亿元及市场预期的104亿元，延续首季强劲势头。次季调整后净利率达32.6%，相较首季的27.7%及去年全年的27%显著提升。该行认为表现超预期主要因TIDEs业务交付量优于预期，以及小分子开发与制造业务恢复，并料公司有空间上调2025全年收入指引。
该行将全年收入预测上调2.3%至440亿元，主要反映TIDES业务更强劲的增长；2025至27年每股盈利预测分别上调3.8%、4%及3.5%。H股目标价由74.9港元升至85.5港元；A股(603259.SH) 目标价由77.3元人民币升至82.4元人民币；予“中性”评级。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。) (A股报价延迟最少十五分钟。)
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