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板塊異動 | 醫藥外包(CRO)板塊大漲,康龍化成漲超10%創新高

uSMART盈立智投1月20日消息,週三港股早盤,醫藥外包(CRO)板塊大漲,截至9:57分,康龍化成盤中漲超10%創新高,泰格醫藥、藥明康德盤中漲超7%,藥明生物漲超1%。

花旗表示,中國的醫藥研發外包和生產外包(CRO/CDMO)公司有較好的成本效率和不斷增長的人才庫,對藥明康德、藥明生物、泰格醫藥、康龍化成的初始評級爲買進。

分析師Cui Cui等人在報告中表示,中國的醫藥外包公司成本比發達國家的生產商低30%-60%;中國的CRO/CDMO公司受疫情影響較小。

根據諮詢公司Frost & Sullivan的數據,中國研發外包市場2019年的規模爲69億美 元,2023年有望達到169億美元

上述4家公司均爲其所處領域的龍頭,預 計2019-2023年盈利複合年增速在24%-40%之間。

藥明康德A股目標價200元人民幣,H股236港元。

藥明生物目標價130港元。

泰格醫藥A股目標價200元人民 幣,H股226港元。

康龍化成A股目標價150元人民幣,H股165港元。

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