A股異動 | CRO概念股震盪反彈 藥明康德升超5%
格隆匯3月21日丨藥明康德、康龍化成升超5%,泰格醫藥、皓元醫藥升約4%,博濟醫藥、藥石科技、美迪西、昭衍新藥等跟升。消息面上,藥明康德昨日盤後公佈,2022年公司實現營業收入393.55億元,創紀錄的業績增長71.84%;歸屬於上市公司股東的淨利潤88.14億元,同比增長72.91%。東吳證券研報指出,公司業績符合預期,常規業務維持高增長,TIDES開始加速貢獻;測試業務維持穩定增長,安評、器械測試等業務加速恢復;生物和ATU業務穩步提升,DDSU業務短期仍受影響。公司作為CRO平台化龍頭,業績穩健增長,估值性價比凸顯,維持“買入”評級。

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