高盛发表研究报告指，药明生物(02269.HK) 发盈喜，预期中期收入将按年增长约16%，符合全年增长12%至15%的指引，撇除XDC业务，核心业务增长约5%；纯利料按年增长56%，略胜预期，相信来自于“R”业务里程碑收入令毛利率提升3.6个百分点、无锡XDC产能利用率提升及爱尔兰基地亏损收窄，以及股份补偿费用减少所推动的非国际财报准则净利润增长等综合带动。
高盛维持“中性”评级及目标价25.6元，预期投资者将关注ADC/XDC以外新订单增长动能、后期及商业化项目进展以及海外产能扩张进度。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-24 16:25。)
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