603259 药明康德
已收盘 07-30 15:00:00
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重磅利好!百亿市值CXO个股梳理
天天基金网 · 11:28
重磅利好!百亿市值CXO个股梳理
Morgan Stanley增持药明康德(02359)约192.96万股 每股作价约95.86港元
智通财经 · 10:57
Morgan Stanley增持药明康德(02359)约192.96万股 每股作价约95.86港元
药明康德寻求配售约6.5亿美元资金
36氪 · 09:25
药明康德寻求配售约6.5亿美元资金
7月30日药明康德现790.8万元大宗交易
证券之星 · 09:20
7月30日药明康德现790.8万元大宗交易
公募再加仓医药!恒瑞、药明康德、信达、三生获重仓
医药魔方Invest · 09:14
公募再加仓医药!恒瑞、药明康德、信达、三生获重仓
花旗:升药明康德(02359)目标价至130港元 评级“买入”
智通财经 · 07:54
花旗:升药明康德(02359)目标价至130港元 评级“买入”
镁伽科技冲刺IPO!高盛、中金、药明康德押注的百亿龙头,3年巨亏22亿
新浪财经 · 06:54
镁伽科技冲刺IPO!高盛、中金、药明康德押注的百亿龙头,3年巨亏22亿
中金:升药明康德(02359.HK)目标价至126港元 次季业绩胜预期
智通财经 · 03:43
中金:升药明康德(02359.HK)目标价至126港元 次季业绩胜预期
医药研发外包CRO,谁是盈利最强企业?
Ofweek维科网 · 02:59
医药研发外包CRO,谁是盈利最强企业?
研报掘金|中金:上调药明康德H股目标价至126港元 维持“跑赢行业”评级
格隆汇 · 02:05
研报掘金|中金:上调药明康德H股目标价至126港元 维持“跑赢行业”评级
精准医疗概念盘中拉升,药明康德涨1.92%
市场透视 · 01:38
精准医疗概念盘中拉升,药明康德涨1.92%
7月29日杠杆资金净买入前十:新易盛(11.40亿元)、寒武纪(7.80亿元)
金融界 · 01:09
7月29日杠杆资金净买入前十:新易盛(11.40亿元)、寒武纪(7.80亿元)
花旗:予药明康德(02359.HK)“买入”评级 目标价95港元
智通财经 · 01:07
花旗:予药明康德(02359.HK)“买入”评级 目标价95港元
【券商聚焦】中泰国际上调药明康德(02359)评级至“买入” 同步升目标价23%
金吾财讯 · 00:35
【券商聚焦】中泰国际上调药明康德(02359)评级至“买入” 同步升目标价23%
药明康德业绩狂飙引爆CXO板块,新一轮景气周期来了吗?
澎湃新闻 · 07-29 14:28
药明康德业绩狂飙引爆CXO板块,新一轮景气周期来了吗?
中证高端制造50指数报1492.82点,前十大权重包含北方华创等
金融界 · 07-29 13:19
中证高端制造50指数报1492.82点,前十大权重包含北方华创等
7月29日16股被评买入评级!福能股份上涨空间超30%
东方财富研究中心 · 07-29 11:46
7月29日16股被评买入评级!福能股份上涨空间超30%
镁伽科技冲刺IPO!高盛、中金、药明康德押注的百亿龙头,3年巨亏22亿!
智药局 · 07-29 11:06
镁伽科技冲刺IPO!高盛、中金、药明康德押注的百亿龙头,3年巨亏22亿!
7月29日上证50_上涨0.37%,板块个股药明康德、寒武纪U涨幅居前
金融界 · 07-29 09:55
7月29日上证50_上涨0.37%,板块个股药明康德、寒武纪U涨幅居前
药明康德(02359.HK):股份回购价格上限调整为114.15 元/股
智通财经 · 07-29 09:28
药明康德(02359.HK):股份回购价格上限调整为114.15 元/股
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公司概况
公司名称:
无锡药明康德新药开发股份有限公司
所属行业:
研究和试验发展
上市日期:
2018-05-08
主营业务:
无锡药明康德新药开发股份有限公司的主营业务是为全球医药及生命科学行业提供一体化、端到端的新药研发和生产服务。公司的主要产品是化学业务、测试业务、生物学业务。
发行价格:
21.60
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19:28","pubTimestamp":1753874900,"startTime":"0","endTime":"0","summary":"拉长时间范围看,年内至今在市值超百亿的CXO个股中,昭衍新药涨幅超111%,位列第一,药明康德、皓元医药、凯莱英、博腾股份等个股涨幅在83%至60%之间,药石科技、九洲药业、康龙化成、泰格医药等个股涨幅也均超20%。同时药明康德上调全年销售预期。信达证券表示,创新药行情火热,大额BD出海授权交易频出,带动医药企业加码研发投入并加速研发项目推进速度,目前早期研发阶段需求修复已经初显成效,利好CXO等上游产业链。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730203937a6c9c124&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Stanley增持药明康德(02359)192.9554万股,每股作价95.8573港元,总金额约为1.85亿港元。增持后最新持股数目约为2058.81万股,持股比例为5.31%。","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/1323734.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0267386448.USD","LU0098860793.USD","LU2023251221.USD","LU2133065610.SGD","LU2045819591.USD","BK4127","LU1989772923.USD","LU1046422090.SGD","LU2089283258.USD","LU0708995583.HKD","LU1979443071.USD","BK4504","BK1141","LU0234570918.USD","BK1583","LU0795875086.SGD","LU1997245094.SGD","LU1934453819.USD","MSPQL","LU0912757837.SGD","BK4534","LU1969619763.USD","BK4588","LU0106831901.USD","LU0006306889.USD","LU2271345857.HKD","MSPQV","LU2347655156.SGD","IE00BKVL7J92.USD","LU2028103732.USD","IE00BZ1G4Q59.USD","LU1074936037.SGD","LU1668664300.SGD","LU2111349929.HKD","LU1732799900.SGD","LU0320764599.SGD","LU0795875169.SGD","LU1989772840.SGD","LU1997244956.HKD","LU0971096721.USD","LU1363072403.SGD","LU0106261372.USD","LU1548497426.USD","LU1997245177.USD","02359","BK1576","603259","LU0158827781.USD","LU2357305700.SGD","LU1720051108.HKD"],"gpt_icon":0},{"id":"2555014170","title":"药明康德寻求配售约6.5亿美元资金","url":"https://stock-news.laohu8.com/highlight/detail?id=2555014170","media":"36氪","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555014170?lang=zh_cn&edition=full","pubTime":"2025-07-30 17:25","pubTimestamp":1753867513,"startTime":"0","endTime":"0","summary":"药明康德寻求配售约6.5亿美元资金,发行价格区间为每股104.16-106.40港元。(新浪财经)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730172833a46b5250&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:20","pubTimestamp":1753867231,"startTime":"0","endTime":"0","summary":"证券之星消息,7月30日药明康德发生大宗交易,交易数据如下:大宗交易成交价格98.85元,成交8万股,成交金额790.8万元,买方营业部为华泰证券股份有限公司北京雍和宫证券营业部,卖方营业部为国泰海通证券股份有限公司总部。近三个月该股共发生11笔大宗交易,合计成交1.42万手,折价成交3笔,溢价成交5笔。截至2025年7月30日收盘,药明康德报收于98.85元,上涨0.16%,换手率3.74%,成交量92.91万手,成交额92.96亿元。","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":"https://stock.stockstar.com/RB2025073000027976.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245094.SGD","LU2125910500.SGD","LU1979443071.USD","LU1997245177.USD","LU1969619763.USD","LU1046422090.SGD","LU1934453819.USD","LU2328871848.SGD","LU2242644610.SGD","LU2488822045.USD","02359","BK0216","BK1583","LU0052750758.USD","BK1576","LU1997244956.HKD","LU0320764599.SGD","LU2495084118.USD","603259","LU2045819591.USD","LU0708995583.HKD","BK1141","LU0456842615.SGD"],"gpt_icon":0},{"id":"2555049856","title":"公募再加仓医药!恒瑞、药明康德、信达、三生获重仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2555049856","media":"医药魔方Invest","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555049856?lang=zh_cn&edition=full","pubTime":"2025-07-30 17:14","pubTimestamp":1753866873,"startTime":"0","endTime":"0","summary":"其中,恒瑞医药、药明康德、信达生物、迈瑞医疗位列公募基金持仓总市值前五。相较于Q1,恒瑞医药和药明康德依旧稳坐公募基金数量前二,新面孔则是信达生物和三生制药。6月份,信达生物的玛仕度肽注射液正式获批上市。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730195538a6c9afd7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2555501547","media":"智通财经","labels":["rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555501547?lang=zh_cn&edition=full","pubTime":"2025-07-30 15:54","pubTimestamp":1753862091,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,基于化学业务推动的毛利率扩张、行政管理费用率下降,以及更高的投资收益,将药明康德2025年至2027年每股盈利预测分别上调3%、6%及7%。因此,鉴于更乐观的盈利前景,将H股目标价从95港元上调至130港元;药明康德A股目标价从88元人民币上调至119元人民币。药明康德为该行在合同研发生产组织领域的首选股,评级“买入”。药明康德管理层上调2025年指引,主要是由于产能快速扩张,而非关税战前的订单激增。","market":"fut","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/1323585.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02359","603259"],"gpt_icon":1},{"id":"2555018809","title":"镁伽科技冲刺IPO!高盛、中金、药明康德押注的百亿龙头,3年巨亏22亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2555018809","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555018809?lang=zh_cn&edition=full","pubTime":"2025-07-30 14:54","pubTimestamp":1753858465,"startTime":"0","endTime":"0","summary":"镁伽科技称2023年这部分的收入减少主要由于部分疫情相关产品的市场需求减少。造成连年亏损的主要原因之一便是高额的研发投入,报告期内,镁伽科技的研发成本分别为3.40亿元、3.08亿元和3.94亿元,分别占收入的74.8%、46.4%和42.4%。大额亏损使得镁伽科技的现金流状况同样不容乐观。除了现金流的压力,镁伽科技的债务状况也在持续恶化。或许这也是镁伽科技冲刺港股IPO的原因之一,通过上市融资,来缓解当下的燃眉之急。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730145914a46b0303&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:59","pubTimestamp":1753844349,"startTime":"0","endTime":"0","summary":"CRO又称“医药研发外包企业”,是指通过合同形式为医药企业在药物研发过程中提供专业化外包服务的公司或机构。医药研发外包CRO产业链企业盈利能力企业盈利能力通常表现为一定时期内企业收益数额的多少及其水平的高低。本文为企业价值系列之篇,共选取48家医药研发外包CRO产业链企业作为研究样本,并以净资产收益率、毛利率、净利率等为评价指标。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073010591494c2dfe8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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