板块异动 | CRO再爆发!康龙化成大涨8%,泰格医药涨超4%
uSMART友信智投8月28日消息,周五港股,CRO板块行情再度爆发,截至11:39分,康龙化成大涨8%,药明生物涨5%,泰格医药涨超4%,均创上市新高。
泰格医药将于今日发布中期业绩。已发布中期业绩的康龙化成、药明生物,业绩均超出市场预期。
康龙化成
康龙化成8月26日发布公告,上半年公司实现营业收入21.93亿元,同比增长34%;归属于上市公司股东的净利润4.79亿元,同比增长196.9%。报告期内,公司在2020年上半年引入逾190家新客户,公司庞大、多元化和忠实的重复客户为公司贡献了90%以上的收入,其中包括全球前二十大医药公司。
中泰证券维持康龙化成的"买入"评级,安信证券给予康龙化成的"增持-A"评级。
药明生物
药明生物2020年上半年实现营业收入19.4亿元,同比增长21.0%;实现纯利7.31亿元,同比增长62.6%;调整后纯利为7.34亿元,同比上升40.7%。业绩增长超预期。
药明生物获瑞银上调目标价36%至227港元,评级“买入”。
此外,在最新的恒生指数季度审议中,药明生物被纳入恒生指数,权重1.75%,将于9月7日正式生效。
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