异动解读｜康龙化成盘中上涨4.16%，CRO板块延续强势叠加多家投行上调目标价

行情直击09-23

9月23日，康龙化成盘中上涨4.16%，报31.52港元，成交额5114.14万港元。

消息面上，CRO板块近日持续走强，多重利好共振推升行情。诺和诺德与Anthropic达成AI制药合作，国内创新药对外授权交易总额突破1200亿美元，药企研发资金趋于充裕，CRO企业在手订单呈"量价齐升"态势。政策端，十部门近期联合发布《医药工业发展"十五五"规划》，明确支持创新药发展，政策红利持续释放。机构层面，高盛给予康龙化成"买入"评级，大和、美银、大摩分别上调目标价至38.5、38.4、35.6港元。此外，公司实际控制人一致行动人龙泰康于9月21日解除217万股质押，摩根大通此前增持公司H股至17.16%，外资持续加仓释放积极信号。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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