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《大行報告》中信証券首予藥明生物(02269.HK)「買入」評級 目標價67元
中信証券發表報告指,藥明生物(02269.HK)在手訂單充沛,中期業績增長確定性強。目前公司已完成平台化、產業化、國際化建設,領跑優勢明顯。隨著公司戰略持續推進和全球化產能搭建,未來管線內項目逐漸推進,預計將給公司長期業績帶來持續推動力。 報告指,隨著全球醫療健康投融資的觸底反彈,和國際地緣政治對於產業鏈合作影響的擔憂緩和,前期估值受壓的因素亦逐漸減少。該行預計公司今年至後年分別實現純利45.77億、60.04億、77.91億元人民幣,對應每股盈利預測分別為1.08、1.42、1.85元人民幣,目標價為67港元。首次覆蓋給予「買入」評級。
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