智通财经APP获悉，森松国际(02155)现涨超8%，截至发稿，涨7.97%，报9.08港元，成交额2242.05万港元。
信达证券发布研报称，国内内卷自2024年下半年起回归理性，毛利率逐步修复到合理水平，随着创新药投融资回暖、BD交易频发驱动，CMO复苏，逐步传导至制药装备行业，有望实现周期反转；受益于全球战略安全备份+MNC药企纷纷承诺美国政府本土的投资，预计未来3年制药领域海外固定资产开支加速上行。
开源证券发布研报称，森松国际作为全球高端压力设备龙头，受益制药行业CAPEX复苏及海外MNC扩产需求，新签订单快速增长，马来西亚二期产能释放缩短工程周期，叠加收购法玛度、比欧强化生物制药能力，“MVP”数智化解决方案驱动业绩高速增长。
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