智通财经APP获悉，泰德医药(03880)早盘涨超9%，高见40.54港元，刷新上市新高。截至发稿，涨8.9%，报40.14港元，成交额2103.22万港元。
消息面上，泰德医药将于8月29日召开董事会会议以审批中期业绩。根据弗若斯特沙利文的资料，于2023年，按销售收入计，泰德医药是全球第三大专注于多肽的CRDMO，市场份额为1.5%。公司提供从早期发现、临床前研究及临床开发以至商业化生产的全周期服务。全球专注于多肽的CRDMO市场的两大参与者占23.8% 的市场份额，其余市场参与者则较为分散，2023年第三至六大参与者(包括本公司)分别仅占约1%的市场份额。
据招股书数据，泰德医药近几年营收分别为3.51亿元、3.37亿元和4.42亿元，展现出强劲势头。其背后是多元化的客户结构与全球化布局的支撑，目前，企业客户覆盖全球50多个国家，美国、中国内地、日本和欧洲的营收分别占比55%、21.4%、7.1%和11%。较为分散的市场分布有效对冲了依靠单一市场的风险。
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