大行评级丨麦格理：药明康德中绩胜预期重申目标价116港元

格隆汇2025-07-29

麦格理研究报告指，药明康德(2359.HK)上半年业绩好过市场预期，收入达208亿元，按年增长20.6%；净利润按年增长1.02倍至86亿元。若剔除出售药明合联股权所获33亿元一次性收益，经常性净利润则按年增长26.5%至59亿元。管理层将全年收入指引上调2%至425亿至435亿元，自由现金流指引上调22%至50亿至60亿元，资本支出预算维持70亿至80亿元不变。该行指，TIDES业务收入按年增...

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大行评级丨麦格理：药明康德中绩胜预期 重申目标价116港元

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大行评级丨麦格理：药明康德中绩胜预期重申目标价116港元