多家CXO二季度业绩预增 板块迎来估值修复

金证研
Yesterday

近期国内多家头部CXO(医药外包服务)公司发布二季度业绩预增,均呈现较为强劲的增长态势。与此同时,海外多家CXO龙头也公布了2025年二季报,多数公司均表示海外研发景气度稳健,并小幅上修了全年业绩指引。行业业绩预喜频传,也让近期CXO及科研服务板块涨幅明显。CXO行业整体正处于从底部修复向业绩拐点过渡的阶段,板块业绩加速主要是以海外收入为主要来源的CXO拉动。2024年,随着美联储加息周期结束,以...

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