港股异动 | CRO概念股涨幅居前 行业二季度收入利润增速继续环比改善 机构称板块发展趋势向好

智通财经
Sep 01

智通财经APP获悉,CRO概念股涨幅居前,截至发稿,药明康德(02359)涨6.3%,报114.7港元;药明生物(02269)涨6.02%,报35.2港元;康龙化成(03759)涨4.11%,报21.76港元;凯莱英(06821)涨3.84%,报94.75港元。

东吴证券发布研报称,22家CXO上市公司2025年上半年收入、归母净利润、扣非归母净利润总额同比增速分别为14.16%、64.03%、24.82%;2025年二季度收入、归母净利润、扣非归母净利润总额同比增速分别为15.15%、53.58%、26.68%。二季度收入利润增速继续环比改善。随着美元降息预期增强、国内创新药投资热情高涨、科创板和港交所生物医药IPO数量增加等,生物医药投融资景气度回升,部分CDMO公司已经实现业绩拐点向上,更多CRO公司也将逐步迎来拐点,板块发展趋势向好。

湘财证券发布研报称,近期在国家鼓励创新大背景下创新药产业链表现活跃,虽然医药工业复苏仍有待验证,行业受医保控费压力仍在,但多层次的支付体系正在建立,医疗需求的刚性将共同推动行业企稳回升。该行表示,建议关注医药外包服务中的ADC CDMO、减肥药产业链多肽CDMO等方向公司药明康德皓元医药、药明生物等。

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