研報掘金丨國泰君安:維持凱萊英“增持”評級,目標價97.16元
國泰君安日前研報指出,凱萊英(002821.SZ)預計24年歸母淨利潤8.5-10.5億元,同比下降54%-63%,淨利潤較營收增速降幅較大,主要系2023年同期交付高盈利大訂單、新興業務產能爬坡及UK Sandwich site2024H2投入使用後尚處於爬坡期等所致,業績符合預期。2024年公司持續加大業務開拓力度,全年累計新簽訂單同比增長超20%,其中來自歐美市場客户訂單增速超過整體訂單增速水平。新簽訂單趨勢良好,業績有望穩健增長。公司持續推進多肽產能建設,多肽固相合成產能超20000L,獲得多個跨國製藥企業多肽臨牀中後期項目,與國內重要客户簽訂GLP-1多肽商業化訂單。維持目標價97.16元,維持“增持”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.