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板块异动 | 医药外包(CRO)板块大涨,康龙化成涨超10%创新高

uSMART盈立智投1月20日消息,周三港股早盘,医药外包(CRO)板块大涨,截至9:57分,康龙化成盘中涨超10%创新高,泰格医药、药明康德盘中涨超7%,药明生物涨超1%。

花旗表示,中国的医药研发外包和生产外包(CRO/CDMO)公司有较好的成本效率和不断增长的人才库,对药明康德、药明生物、泰格医药、康龙化成的初始评级为买进。

分析师Cui Cui等人在报告中表示,中国的医药外包公司成本比发达国家的生产商低30%-60%;中国的CRO/CDMO公司受疫情影响较小。

根据咨询公司Frost & Sullivan的数据,中国研发外包市场2019年的规模为69亿美 元,2023年有望达到169亿美元

上述4家公司均为其所处领域的龙头,预 计2019-2023年盈利复合年增速在24%-40%之间。

药明康德A股目标价200元人民币,H股236港元。

药明生物目标价130港元。

泰格医药A股目标价200元人民 币,H股226港元。

康龙化成A股目标价150元人民币,H股165港元。

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