藥明生物(02269.HK)考驗52周低位獲承接午後曾彈7% 麥格理重申「跑贏大市」評級
藍籌藥明生物(02269.HK)三連跌後,早段反覆低見35.45元(守穩去年10月所創52周低位35元)獲承接,午後最多漲7%高見38.45元,現報37.55元,回升4.5%,暫為最強藍籌,成交1,656萬股。
麥格理昨天維持藥明生物「跑贏大市」評級,以反映公司營運基本面仍強。報告指,該公司高管於上周投資者關係日中對整體業務持積極態度,並維持其2023財年指引,但承認生物科技資金流入疲軟,SMID(中小型市值)生物技術公司需求疲軟,特別是在中國地區。此外,雖然隨著主要CDMO(委託、開發、製造服務)服務產能建設,供應過剩的風險(與需求疲軟同時發生)正在增加,但無證據表明行業存在價格競爭。
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