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02268 药明合联
未开盘 04-10 16:09:20
63.000
+1.850
+3.03%
最高
63.500
最低
61.300
成交量
479.63万
今开
61.750
昨收
61.150
日振幅
3.60%
总市值
793.80亿
流通市值
793.80亿
总股本
12.60亿
成交额
3.01亿
换手率
0.38%
流通股本
12.60亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
药明合联(02268.HK)授出485.45万股受限制股份
中金财经 · 04-08
药明合联(02268.HK)授出485.45万股受限制股份
药明合联(02268)因期权获行使而发行合共120.3万股
智通财经 · 04-08
药明合联(02268)因期权获行使而发行合共120.3万股
药明合联多次行使期权合计发行约150.74万股,约占已发行股本0.12%
公告速递 · 04-08
药明合联多次行使期权合计发行约150.74万股,约占已发行股本0.12%
药明合联3月增发843,192股,更新股份变动月报表
公告速递 · 04-08
药明合联3月增发843,192股,更新股份变动月报表
异动解读 | 业绩展望积极,药明合联(02268)盘中大涨7.04%
异动解读 · 04-01
异动解读 | 业绩展望积极,药明合联(02268)盘中大涨7.04%
药明合联获BioDlink现金要约逾六成股东接纳 完成后公众持股约40%
公告速递 · 03-31
药明合联获BioDlink现金要约逾六成股东接纳 完成后公众持股约40%
【券商聚焦】中信证券:基本医保基金收支和结余整体保持稳健
金吾财讯 · 03-31
【券商聚焦】中信证券:基本医保基金收支和结余整体保持稳健
异动解读 | 业绩强劲且获券商唱好,药明合联盘中大涨5.7%
异动解读 · 03-27
异动解读 | 业绩强劲且获券商唱好,药明合联盘中大涨5.7%
【券商聚焦】申万宏源研究维持药明合联(02268)买入评级 目标价上调至77.9港元
金吾财讯 · 03-27
【券商聚焦】申万宏源研究维持药明合联(02268)买入评级 目标价上调至77.9港元
里昂:药明合联(02268)提高盈利可见性 目标价升至80.9港元
智通财经 · 03-25
里昂:药明合联(02268)提高盈利可见性 目标价升至80.9港元
【券商聚焦】交银国际维持药明合联(02268)买入评级 指其今年有望迎来M端生产项目的大爆发
金吾财讯 · 03-25
【券商聚焦】交银国际维持药明合联(02268)买入评级 指其今年有望迎来M端生产项目的大爆发
中金:维持药明合联(02268)跑赢行业评级 目标价88.0港元
智通财经 · 03-25
中金:维持药明合联(02268)跑赢行业评级 目标价88.0港元
大摩:予药明合联(02268)评级“增持” 目标价86港元
智通财经网 · 03-24
大摩:予药明合联(02268)评级“增持” 目标价86港元
从“赋能者”到“定义者”,CRDMO行业龙头药明合联(02268)的持续进化与价值跃迁
智通财经 · 03-24
从“赋能者”到“定义者”,CRDMO行业龙头药明合联(02268)的持续进化与价值跃迁
大行评级丨瑞银:下调药明合联目标价至90.4港元,估值吸引
中金财经 · 03-24
大行评级丨瑞银:下调药明合联目标价至90.4港元,估值吸引
港股异动 | 创新药概念股走高,药明合联涨超8%
老虎资讯综合 · 03-24
港股异动 | 创新药概念股走高,药明合联涨超8%
异动解读 | 业绩超预期!药明合联盘中大涨5.22%
异动解读 · 03-24
异动解读 | 业绩超预期!药明合联盘中大涨5.22%
药明合联2025年业绩表现卓越,巩固其在生物偶联药物CRDMO领域的全球领导地位
美股速递 · 03-23
药明合联2025年业绩表现卓越,巩固其在生物偶联药物CRDMO领域的全球领导地位
药明合联(02268)2025年业绩高增延续,“全球扩张+技术赋能”牢筑行业龙头地位
智通财经 · 03-23
药明合联(02268)2025年业绩高增延续,“全球扩张+技术赋能”牢筑行业龙头地位
药明合联(02268)2025年收益净利双增长 公司拥有人应占经调整纯利约15.59亿元 同比增长69.9%
智通财经网 · 03-23
药明合联(02268)2025年收益净利双增长 公司拥有人应占经调整纯利约15.59亿元 同比增长69.9%
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公司概况
公司名称:
药明合联
所属市场:
SEHK
上市日期:
--
主营业务:
药明合联生物技术有限公司是一家主要从事提供提供抗体偶联药物(ADC)及其他生物偶联药物的全面合同研究、开发及制造组织(CRDMO)服务的投资控股公司。该公司的服务包括生物偶联药物、单克隆抗体中间体及生物偶联药物相关连接子及有效载荷的发现、工艺开发及优良生产质量管理规范(GMP)生产。该公司透过按有偿服务(FFS)基准的合约和按全时当量(FTE)基准的合约向客户提供CRDMO服务。该公司主要在国内市场、北美、欧洲和世界其他地区市场开展业务。
发行价格:
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21:17","pubTimestamp":1775654222,"startTime":"0","endTime":"0","summary":"格隆汇4月8日丨药明合联(02268.HK)宣布,于2026年4月8日,根据2024年股份计划,其已批准向425名承授人(其中三名为董事,而余下422名承授人为集团雇员)授出485.45万股受限制股份,惟须经选定参与者接纳。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260408/32132000.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["SG9999014674.SGD","02268","BK1141","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625944552","title":"药明合联(02268)因期权获行使而发行合共120.3万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2625944552","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625944552?lang=zh_cn&edition=full","pubTime":"2026-04-08 21:07","pubTimestamp":1775653623,"startTime":"0","endTime":"0","summary":"智通财经APP讯,药明合联(02268)发布公告,于2026年4月8日,根据首次公开发售前购股权计划为行使期权而发行合共120.3万股普通股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426200.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2488822045.USD","BK1141","02268","SG9999014674.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104892603","title":"药明合联多次行使期权合计发行约150.74万股,约占已发行股本0.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104892603","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1104892603?lang=zh_cn&edition=full","pubTime":"2026-04-08 21:05","pubTimestamp":1775653552,"startTime":"0","endTime":"0","summary":"药明合联(02268)于2026年4月8日发布公告指出,公司自2026年4月1日至4月8日期间,因多次行使其首次公开发售前购股权计划,共合计发行1,507,353股普通股,占公司此前已发行股本约0.12%。本次发行价格区间为每股1.8024港元至7.501港元。\n公告显示,本次变动使公司已发行股本由1,258,835,897股增至1,260,343,250股,库藏股数维持为0股。公司同时确认,前述股份发行已获董事会正式授权,并遵照所有适用的上市规则和相关法律法规进行。公告由执行董事、首席财务官兼公司秘书席晓捷签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124805094","title":"药明合联3月增发843,192股,更新股份变动月报表","url":"https://stock-news.laohu8.com/highlight/detail?id=1124805094","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1124805094?lang=zh_cn&edition=full","pubTime":"2026-04-08 17:06","pubTimestamp":1775639219,"startTime":"0","endTime":"0","summary":"WuXi XDC Cayman Inc.于2026年4月8日发布截至2026年3月31日的股份变动月报表。报告期内,公司法定股本维持在10,000,000,000股,面值为每股0.00005美元,法定股本未发生变动。报告显示,截至3月31日,公司已发行股份数量由上月底的1,257,992,705股增加至1,258,835,897股,新增843,192股,主要来源于若干首次公开发售前购股权计划的行使。根据公告,截至3月底,公司已经满足了香港联交所对公众持股量的相关要求。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179404726","title":"异动解读 | 业绩展望积极,药明合联(02268)盘中大涨7.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179404726","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1179404726?lang=zh_cn&edition=full","pubTime":"2026-04-01 13:59","pubTimestamp":1775023184,"startTime":"0","endTime":"0","summary":"药明合联(02268)今日盘中大涨7.04%,引起了市场的广泛关注。消息面上,开源证券指出,“药明系”三家公司均对2026年增长给出积极展望。其中,药明合联设立了2025年至2030年30%至35%的复合年增长率目标。药明康德持续经营业务收入指引同比增长18%至22%,资本支出进一步提升至65亿至75亿元人民币;药明生物预计收入实现同比增长13%至17%。整体来看,三家龙头在不同细分赛道均给出较强增长指引,反映CXO(医药研发外包)在订单、产能与需求端共振下的景气延续性进一步强化。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188217450","title":"药明合联获BioDlink现金要约逾六成股东接纳 完成后公众持股约40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188217450","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1188217450?lang=zh_cn&edition=full","pubTime":"2026-03-31 19:01","pubTimestamp":1774954914,"startTime":"0","endTime":"0","summary":"药明合联与要约人BioDlink International Company Limited3月31日联合公布,BioDlink就收购药明合联全部已发行股份及注销全部尚未行使购股权的自愿有条件现金要约已于当日下午4时届满,不作修订或延长。截至要约截止,当局共接获475,069,724股要约股份的有效接纳,占药明合联已发行股本及投票权约61.47%;另有7,612,600份购股权被接纳并注销。要约完成后,连同待过户登记的股份在内,要约人及其一致行动人士合共持有上述61.47%股权。公司尚余20,000份购股权未行使。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623373124","title":"【券商聚焦】中信证券:基本医保基金收支和结余整体保持稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2623373124","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623373124?lang=zh_cn&edition=full","pubTime":"2026-03-31 08:59","pubTimestamp":1774918794,"startTime":"0","endTime":"0","summary":"2026年2月医保支出同比增速回升,收支剪刀差有所收窄。该机构预计在医保基金监管力度持续加大,DRG/DIP精细化管理的推动下,2026年全年基金结余率或将延续此前节奏略有提升。医疗健康产业政策改革进入密集期,建议持续关注政策驱动下的医疗健康产业投资机会。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977773","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03933","BK0012","BK1588","02196","LU0405327494.USD","BK1564","LU1770034418.SGD","06821","LU0348783233.USD","LU1255011170.USD","02228","01789","HK0000165453.HKD","09688","LU2148510915.USD","LU2399975544.HKD","BK0028","LU1997245177.USD","LU1303224171.USD","LU1969619763.USD","BK1593","BK1617","BK1147","LU0348766576.USD","LU2488822045.USD","06160","LU1719994722.HKD","BK1161","01099","BK1191","LU2476274308.USD","LU0348735423.USD","LU0634319403.HKD","IE00BPRC5H50.USD","09926","IE00B543WZ88.USD","BK0276","LU2495084118.USD","06030","LU0307460666.USD","BK1100","LU1115378108.SGD","02268","02367","BK1583","600030","BK1515","LU0405327148.USD","LU1328615791.USD","01530"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162618339","title":"异动解读 | 业绩强劲且获券商唱好,药明合联盘中大涨5.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162618339","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1162618339?lang=zh_cn&edition=full","pubTime":"2026-03-27 15:52","pubTimestamp":1774597958,"startTime":"0","endTime":"0","summary":"药明合联今日盘中大幅上涨5.70%,表现引人注目。消息面上,申万宏源研究发布报告,维持药明合联“买入”评级并将其目标价从70.3港元上调至77.9港元。报告指出,公司2025年业绩增长强劲,收入同比增长46.7%至59.4亿元人民币,经调整净利润同比增长70.0%至15.6亿元人民币。同时,公司海外收入显著增长,市场份额持续提升,未完成订单总额同比增长50.3%。这些积极的业绩表现和机构看好预期,共同推动了公司股价在交易时段的上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622845150","title":"【券商聚焦】申万宏源研究维持药明合联(02268)买入评级 目标价上调至77.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622845150","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622845150?lang=zh_cn&edition=full","pubTime":"2026-03-27 15:34","pubTimestamp":1774596896,"startTime":"0","endTime":"0","summary":"金吾财讯 | 申万宏源研究发布研报指,药明合联 2025年业绩增长强劲,收入同比增长46.7%至59.4亿元人民币,经调整净利润同比增长70.0%至15.6亿元人民币,符合预期。公司预计2026年资本开支为31.0亿元人民币,2025年为12.0亿元人民币。报告维持买入评级,目标价从70.3港元上调至77.9港元,对应36%上涨空间。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977573","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["000166","02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622440670","title":"里昂:药明合联(02268)提高盈利可见性 目标价升至80.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622440670","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622440670?lang=zh_cn&edition=full","pubTime":"2026-03-25 13:55","pubTimestamp":1774418134,"startTime":"0","endTime":"0","summary":"预计药明合联今年至2028年收入增长分别为38%、31%及28%,净利润预测上调6%至13%,并将其目标价由70.7港元上调至80.9港元,重申“跑赢大市”评级。该行指,药明合联重申其2025至2030年收入年均复合增长率目标为30%至35%,2030年CMO组合目标为20%,2025年在手订单增长50%。该行认为这增强公司的盈利可见性,并缓解投资者对增长放缓的担忧。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418605.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622041039","title":"【券商聚焦】交银国际维持药明合联(02268)买入评级 指其今年有望迎来M端生产项目的大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2622041039","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622041039?lang=zh_cn&edition=full","pubTime":"2026-03-25 13:20","pubTimestamp":1774416034,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指,药明合联 2025年收入和经调整净利润分别同比增长46.7%/69.9%,符合此前业绩预告。毛利率大幅提升5.4ppts至36.0%,营业费用率大致平稳。展望2026年,公司预计考虑东曜并表后的收入增速将超40%;毛利率将保持稳定或仅有小幅波动。2026年,公司有望迎来M端生产项目的大爆发,预计2026-28年将合计有30个BLA递交,成为业绩新增长极。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977195","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622504347","title":"中金:维持药明合联(02268)跑赢行业评级 目标价88.0港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622504347","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622504347?lang=zh_cn&edition=full","pubTime":"2026-03-25 10:29","pubTimestamp":1774405754,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中金发布研报称,考虑到东曜整合和新加坡投产费用上升,维持药明合联27年预测基本不变。维持跑赢行业评级和88.0港元目标价,对应26/27年47.0x/34.5x经调整P/E 。中金主要观点如下:2025年业绩符合该行预期2025年:公司实现营业收入59.44亿元,同比+46.7%;毛利率36%,+5.4ppt;经调整归母净利润15.59亿元,同比+69.9%。苏州基地:公司预计东曜药业收购将于26年3月底完成。2026年资本开支预计约31亿元,2026-2030年总投资约80亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418512.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621577220","title":"大摩:予药明合联(02268)评级“增持” 目标价86港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621577220","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621577220?lang=zh_cn&edition=full","pubTime":"2026-03-24 16:15","pubTimestamp":1774340145,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大摩发布研报称,药明合联(02268)去年收入达59.44亿元人民币(下同),同比升46.7%,毛利达21.39亿元,同比升72.5%,经调整净利润达15.59亿元,同比升69.9%,均略高于早前公布的盈喜预测。该行提及,药明合联重申2025至2030年收入年均复合增长率指引为30%至35%,高于弗若斯特沙利文对行业预测的25.6%水平。该行予其目标价86港元,评级“增持”。更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417992.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621550170","title":"从“赋能者”到“定义者”,CRDMO行业龙头药明合联(02268)的持续进化与价值跃迁","url":"https://stock-news.laohu8.com/highlight/detail?id=2621550170","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621550170?lang=zh_cn&edition=full","pubTime":"2026-03-24 14:27","pubTimestamp":1774333622,"startTime":"0","endTime":"0","summary":"一份亮眼的年度答卷,将全球生物偶联药CRDMO龙头药明合联推至聚光灯下。近日,药明合联与Earendil Labs达成潜在交易总额高达8.85亿美元的WuXiTecan-2技术授权合作。Part 2 项目漏斗的质量革命:从“赢得分子”到“锁定未来”财报显示,药明合联累计服务超1000个发现阶段项目,252个进入iCMC开发阶段,2025年有69个项目成功转化。根据财报显示,药明合联海外收入占比已达85%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417929.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1141","02268","SG9999014674.SGD","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621032467","title":"大行评级丨瑞银:下调药明合联目标价至90.4港元,估值吸引","url":"https://stock-news.laohu8.com/highlight/detail?id=2621032467","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621032467?lang=zh_cn&edition=full","pubTime":"2026-03-24 11:07","pubTimestamp":1774321621,"startTime":"0","endTime":"0","summary":"瑞银发表研报指,药明合联去年下半年业绩符合其初步数据,收入按年升35.9%至32.4亿元,股东应占纯利按年升26.4%至7.35亿元。2025全年收入及经调整纯利分别按年升46.7%及69.9%,毛利率按年扩张5.4个百分点至36%。\r\n\r\n 虽然公司未有对2026年收入作出指引,但仍维持2025至2030年收入年均复合增长率达30%至35%的目标,相较于行业平均水平为25.6%。另外,公司的新加坡厂房将于2026年上半年投产,目前已收到10个后期临床制程方案请求,并已与海外客户签订多个项目。该行微调药明合联盈利预测,目标价由95.7港元下调至90.4港元,维持“买入”评级,认为估值吸引。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260324/32093223.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143024702","title":"港股异动 | 创新药概念股走高,药明合联涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143024702","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1143024702?lang=zh_cn&edition=full","pubTime":"2026-03-24 09:42","pubTimestamp":1774316564,"startTime":"0","endTime":"0","summary":"3月24日,港股创新药概念股集体走高,$药明合联(02268)$涨超8%,$药明康德(02359)$涨超6%,$康诺亚-B(02162)$涨超4%,$药明生物(02269)$涨超3%,$石药集团(01093)$涨近3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e9a6fe8ab3f76a85df162b075e8b47f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2488822045.USD","SG9999014674.SGD","02268","BK1574","BK4588","BK1161","BK4585","BK1141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158899695","title":"异动解读 | 业绩超预期!药明合联盘中大涨5.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158899695","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1158899695?lang=zh_cn&edition=full","pubTime":"2026-03-24 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