医药外包: 龙头业绩超预期,步入景气上行周期

证券市场周刊
Jul 29

医药外包行业经历多重因素扰动后,当前调整接近尾声。短期看,头部公司新签订单趋势逐季好转,此前基数效应逐步消除。中长期看,本土优势仍然显著,大型药企需求相对刚性,新型药物需求增长推动相关供应链持续扩容,行业融资情况转暖,整体需求明显改善。近日,医药外包上市公司相继发布半年度业绩预告,其中行业龙头药明康德的业绩表现超过预期。药明康德、博腾股份、奥浦迈等龙头企业中报业绩预告发布,带动了细分赛道行情。7月...

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