药明康德CXO行业领军者,一体化模式奠定国际地位与成长性

中信建投
17 Jul

核心观点:作为国内CXO龙头企业,公司凭借独特的一体化CRDMO业务模式,持续为全球客户提供高效、优质的医药研发服务。尽管未来国际环境面临一定不确定性,我们认为公司仍具有优秀的投资价值:1)从行业层面,国内CXO行业处于需求恢复与产能出清阶段,结构性复苏趋势已现;2)公司的一体化CRDMO模式效率及规模优势显著,具有全球竞争力;3)公司全球化布局顺应国内创新药出海趋势,有望抵消部分风险。4)公司...

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