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11.05%，报180.9港元；金斯瑞生物科技(01548)涨10.18%，报17.96港元；凯莱英(06821)涨7.71%，报117.4港元；药明生物(02269)涨3.92%，报40.34港元。
消息面上，药明康德公告称，上半年公司实现营业收入288.97亿元，同比增长38.93%；归母净利润110.8亿元，同比增长29.43%。公司同时全面上调2026年全年业绩指引，预计2026年公司整体收入由513亿元-530亿元上调至585亿元-605亿元，持续经营业务收入同比增速由18%-22%上调至35%-39%。
值得注意的是，近期已有多家多家海外MNC与CXO披露中报盈喜并上调全年指引。中泰证券表示，需求端逐步改善，顺周期修复逻辑持续演绎，Q2业绩有望持续亮眼。随着海外Biotech融资环境边际改善、中国创新药BD交易持续落地以及商业化项目逐步推进，行业订单端有望迎来修复。
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