Tiger Brokers

港股异动 | CRO概念股早盘走强 海外CRO企业二季度业绩超预期 机构称板块有望迎来戴维斯双击

智通财经
Jul 23

智通财经APP获悉，CRO概念股早盘走强，截至发稿，方达控股(01521)涨14.49%，报1.58港元；康龙化成(03759)涨7.9%，报19.4港元；金斯瑞生物科技 (01548)涨7.17%，报18.24港元；昭衍新药(06127)涨7.06%，报22港元；凯莱英(06821)涨4.08%，报98.15港元；药明生物(02269)涨3.21%，报28.9港元。

消息面上，美东时间周二，海外CRO企业Medpace股价跳空高开逾44%，早盘涨幅一度扩大到62.3%，后涨幅有所收窄，收涨近54.7%，创收盘最高纪录，并创上市将近九年来最大单日涨幅。财报显示，二季度Medpace的营收和EBITDA均同比增超10%、且较分析师预期高逾11%，并将今年营收和盈利指引提高至少11%。

中泰证券指出，7月10日，CRO、CDMO龙头公司药明康德及博腾股份发布中报业绩预告，其中药明康德2025年上半年经调整归母净利润约63.1亿元，同比增长44%。该行认为CRO、CDMO板块自2024Q4海外降息周期开启带来投融资逐步恢复、2025Q2地缘谈判带来悲观预期改善、2025年以来国内创新药大型BD落地及重磅政策出炉等多重推动下需求端呈逐步恢复态势，叠加过去三年供给端持续出清，板块有望迎来盈利与估值同时提升的“戴维斯双击”，建议重点布局相关投资机会。

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