交银国际维持药明合联“买入”评级，受益于行业景气度稳步提升

DoNews03-02

瑞财经严明会近日，交银国际发表研报指，全球CXO赛道的投融资和BD交易在2026年初延续了过去两年的极高活跃度，看好药明合联受益于这一行业景气度稳步提升的关键趋势，预计综合订单数量在2025至2027年将录得20%以上增长、后期/商业化订单贡献快速提升，扩大市场份额。该行指，基于公司2025年盈利预告，略微下调集团2025至2027年收入和经调整净利润预测1%至3%，至58.8亿、82.8亿、...

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