《大行》美银证券:中国CXO行业受惠生物科技融资强劲 上调药明康德(02359.HK)等目标价

阿斯达克财经
Aug 12

美银证券发表报告,受惠上半年全球及中国生物科技一级市场融资表现强劲,加上创新药对外授权交易持续活跃,预期研发活动将进一步加快,中国CRO/CDMO企业可望受惠。该行上调行业终端增长率假设,由1%提升至3%,并调升多家CXO企业的目标价。美银指出,根据Pharmcube数据,2026年上半年中国一级市场医疗保健融资共814宗,按年增13.8%,融资总额达726亿元人民币,按年增41.7%;其中创新药...

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