华泰证券发表研报指，药明合联上半年收入、净利润、经调整净利润(含利息收入及开支)及经调整净利润(不含利息收入及开支)分别为27亿、7.5亿、8亿及7.3亿元，按年增长62.2%、52.7%、50.1%及69.6%。业绩维持高速增长，并在产能升级扩张的背景下，毛利率延续向好态势。 该行指，考虑公司产业链地位稳固，需求端ADC行业发展东风正劲，公司在手订单、项目数量均高速增长，产能端新加坡设施落成在即，无锡持续扩充DP设施，看好公司业绩增长潜力，维持“买入”评级，目标价由66.4港元上调至82.24港元。该行上调公司2025至27年各年经调整净利润预测6%、9%及8%，至分别17.2亿、23.7亿及28亿元，对应每股盈利为1.43元、1.97元及2.33元。
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