金吾财讯 | “药明系”股价集体上行，药明合联(02268)涨6.10%，药明生物(02269)涨6.06%，药明康德(02359)涨5.45%，药明巨诺-B(02126)涨5.21%。
开源证券表示，“药明系”三家公司均对2026年增长给出积极展望：2026年，药明康德持续经营业务收入指引同比增长18–22%，CAPEX进一步提升至65–75亿元；药明生物预计收入实现同比增长13–17%（已包含汇率影响）；药明合联设立2025–2030年30–35%CAGR目标。整体来看，三家龙头在不同细分赛道均给出较强增长指引，反映CXO在订单、产能与需求端共振下的景气延续性进一步强化。
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