格隆匯2021年“下注中國”十大核心潛力資產——藥明生物(2269.HK)創歷史新高 市值超5200億
格隆匯1月22日丨藥明生物(2269.HK)盤中大漲12%報128.2港元,創歷史新高,市值超5200億港元。該股入選了格隆匯2021年“下注中國”十大核心潛力資產名單。花旗日前發研報看高藥明生物至130港元,建銀國際看高藥明生物至140港元。花旗認為,藥明生物是投資內地增長中的生物科技市場的代表,其在2019年內地生物製劑外包市場市佔達80%高踞榜首,其客户包括數家內地核心生科企業。建銀國際稱,現時藥明生物積壓大量與新型肺炎有關的訂單,於第三季度與新型肺炎相關的服務訂單增加1.7億美元至7億美元,單就與新型肺炎相關項目的訂單計算,公司已有約10億美元訂單,認為這些訂單將有助公司長期增長。

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