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CXO板塊也爆了!藥明康德上半年淨利潤預計翻倍,升超9%
今日生物醫藥、創新藥、醫藥外包等大醫藥概念走強,藥明合聯升超9%,藥明康德AH股升超9%,帶動恒生生物科技指數升1.5%。消息面上,藥明康德上半年預盈85.61億元,同比增長101.92%,Q2環比增長18.54%,業績超預期。儘管面臨全球貿易阻礙不斷,但藥明康德訂單幾乎沒受影響,繼續保持增長,再次説明國產CXO的不可替代性。隨着生物法案停滯不前以及公司基本面的持續回暖,股價去年低點至今升超170%。渤海證券指出,當下全球醫療健康產業融資企穩,醫藥市場研發支出持續增長,新藥研發投資回報率出現下降,CXO企業機遇充足,行業持續擴容。SW醫療研發外包板塊2025Q1企穩回升,拐點顯現,頭部企業2025Q1營收、業績均提速。值得關注的產品,及截至發稿升跌幅: 恒生醫藥ETF(159892),全球醫藥全產業鏈代表,截至發稿上升0.93%,年初至今累計升超54%,跟蹤恒生生物科技指數,藥明生物是第二大權重股(9.23%),藥明康德是第十大權重股(2.7%)科創醫藥ETF基金(588130),是科創板生物醫藥代表,截至發稿上升1.19%,涵蓋創新藥、創新器械等領域,前十大成分股包含聯影醫療、百濟神州、華大智造、君實生物等細分龍頭。
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