异动解读 | 业绩强劲且获券商唱好，药明合联盘中大涨5.7%

异动解读03-27

药明合联(02268)今日盘中大幅上涨5.70%，表现引人注目。

消息面上，申万宏源研究发布报告，维持药明合联“买入”评级并将其目标价从70.3港元上调至77.9港元。报告指出，公司2025年业绩增长强劲，收入同比增长46.7%至59.4亿元人民币，经调整净利润同比增长70.0%至15.6亿元人民币。同时，公司海外收入显著增长，市场份额持续提升，未完成订单总额同比增长50.3%。此外，公司通过战略并购扩张新产能，并基于“全球双厂生产”战略推进新加坡工厂建设。

该研报看好公司ADC药物市场的持续增长前景，并上调了其未来几年的盈利预测。这些积极的业绩表现和机构看好预期，共同推动了公司股价在交易时段的上涨。

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