研报掘金｜中金：上调药明康德H股目标价至126港元维持“跑赢行业”评级

格隆汇2025-07-30

中金发表报告指，药明康德公布第二季业绩，收入按年增长20.4%至111.4亿元，经调整净利润按年增长47.9%至36.4亿元，经调整净利润率按年增长6.1个百分点，按季增长4.9个百分点至32.6%。报告指，药明康德业绩超出该行预期。考虑到核心业务需求强劲及营运效率改善，该行上调2025及2026年纯利预测8.9%及9.2%，至125亿及144亿元。由于近期医药行业平均估值上升，该行维持药明康德...

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研报掘金｜中金：上调药明康德H股目标价至126港元 维持“跑赢行业”评级

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研报掘金｜中金：上调药明康德H股目标价至126港元维持“跑赢行业”评级