高盛：药明合联(02268)订单势头持续强劲目标价63.3港元

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智通财经APP获悉，高盛发布研报称，药明合联(02268)订单势头持续强劲，客户需求稳健，尤其是美国客户。ADC(抗体偶联药物)领域以外的探索持续活跃，例如AOC(抗体寡核苷酸偶联物)和RDC(放射性核素偶联药物)等。全年收入同比增长45%的目标进度符合预期。另外，公司正积极与客户洽谈新加坡厂区的合约，预计于年底前签订几项合约，但基于产能需时扩张，2027年前该厂区的收入贡献较为有限。其余的产能及...

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高盛：药明合联(02268)订单势头持续强劲 目标价63.3港元

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高盛：药明合联(02268)订单势头持续强劲目标价63.3港元