小摩：续列药明康德(02359)为CXO首选股维持“增持”评级

智通财经2025-09-29

智通财经APP获悉，摩根大通发布研报称，继续列药明康德(02359)为中国CXO行业的首选股，指出该公司是中国收入规模最大的合同研究开发与生产组织，看好其业务基本面，认为小分子CRDMO领域竞争相对温和，同时药明TIDES业务增长动力持续强劲，维持“增持”评级，目标价138港元。小摩日前参与药明康德的2025年投资者日，适逢美国总统特朗普宣布计划自10月1日起对进口品牌药及专利药征收100%关税，...

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小摩：续列药明康德(02359)为CXO首选股 维持“增持”评级

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小摩：续列药明康德(02359)为CXO首选股维持“增持”评级