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港股異動 | 康龍化成(3759.HK)漲6.89% CDMO生產線建設有序進行 券商看好CDMO業務
格隆匯 02-15 11:05
格隆匯2月15日丨康龍化成(3759.HK)漲6.89%,報91.55港元,總市值727億港元。該公司近日在投資者互動平台表示,公司建設中CDMO生產線未受到美國UVL名單影響,採購和建設有序進行中。中信建投認為,輝瑞公司預計2022年Paxlovid供應1.2億人份,對應上游供應鏈潛力巨大,該行認為有利於中國優秀的小分子CDMO龍頭企業。浙商證券認為,CXO板塊在此前的持續下跌後,估值底部逐步顯現,目前CXO板塊普遍處於歷史估值底部,在外部利好催化不斷,內部經營質量和海外大客户認可度持續提升前景下,看好CXO行情。

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