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港股异动丨药明康德创上市以来新高中金称业绩略超预期
格隆汇 08-20 10:30
格隆汇8月20日丨药明康德(02359.HK)今日低开高走,现涨超4%,报81.2港元,股价创上市以来新高,成交3847万港元,H股总市值1330亿港元。药明康德(603259.SH)亦涨逾4%。昨日晚间,药明康德公布中期业绩,公司实现收入为人民币58.94亿元(单位下同),同比增长33.7%;毛利22.84亿元,同比增长30.0%,毛利率降至38.7%;母公司持有者的应占溢利10.57亿元,同比减少16.9%;经调整非《国际财务报告准则》的母公司持有者的应占溢利11.79亿元,同比增长32%;每股盈利0.65元,不派息。中金随后发布研报,将其H股目标价上调至92港元,较上日收盘价高18% ,维持A/H股跑赢行业评级。中金称其业绩略超预期。中国区及美国区实验室服务发展平稳,分别同比增长23.70%/29.98%。上半年两大战略初见成效,CDMO与临床CRO表现出色。预计随着国内新药临床试验的发展与公司两大战略的推进,临床CRO板块有望加速进入收获期。
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