港股异动 | CRO概念股涨幅居前药明康德(02359)去年净利预计翻倍板块有望迎“戴维斯双击”

智通财经

Jan 13

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8.48%，报120.2港元；凯莱英(06821)涨7.4%，报91.4港元；康龙化成(03759)涨7.13%，报24.64港元；泰格医药(03347)涨7.16%，报53港元；药明生物(02269)涨5%，报39.46港元。

消息面上，1月12日晚，药明康德公布，公司全年预计实现营业收入454.56亿元，同比增长15.84%；其中，持续经营业务收入同比增长约21.40%。预计经调整归母净利润149.57亿元，同比增长约41.33%；归属于公司股东的净利润191.51亿元，同比增长约 102.65%。值得一提的是，药明康德此前在发布2025年三季报时，公司一年内第二次上调全年业绩指引：预计整体收入从425亿-435亿元上调至435亿-440亿元；预计持续经营业务收入重回双位数增长，增速从13%-17%上调至17%-18%。

中泰证券认为，CRO、CDMO板块自2024Q4海外降息周期开启带来投融资逐步恢复、2025Q2地缘谈判带来悲观预期改善、2025年以来国内创新药大型BD落地及重磅政策出炉等多重推动下需求端呈逐步恢复态势，叠加过去三年供给端持续出清，板块有望迎来盈利与估值同时提升的“戴维斯双击”，建议重点布局相关投资机会。兴业证券也表示，Q4以来从实验用猴、安评报价到临床项目价格均有提升趋势，客户需求保持旺盛，展望2026年CRO业绩有望进入改善周期。

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