智通财经APP获悉，招商证券国际发布研报称，江西生物(06915)正加速从单一破伤风抗毒素(TAT)龙头向综合性抗血清平台转型，在研管线聚焦供给严重不足的刚性需求领域，即将进入收获期，首次覆盖予“增持”评级，目标价23.6港元。
该行表示，公司是中国及全球最大的人用TAT供应商及出口商，亦是中国少数实现“动物饲养-抗原免疫-血浆采集-抗体纯化-制剂生产”全产业链贯通的抗血清企业，建议投资者关注其作为抗血清领域隐形冠军的长期投资价值。
该行预计公司2026-2028收入分别同比增长28%、53%及56%，随着新一代TAT于2025年上市带动ASP提升、国内集采深化及海外出口复苏，及2026年起兽药板块体系化放量，20268年经调整纯利料为1.4亿元人民币。
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