小摩:药明康德(02359)盈喜胜预期 料市场将有正面反应
智通财经网·2026-01-14 02:47

Group 1 - The core viewpoint of the article highlights that Morgan Stanley has issued a report indicating that WuXi AppTec (02359) has achieved an adjusted net profit margin expansion to 33%, which is seen as a positive surprise [1] - WuXi AppTec has recently announced an earnings upgrade, projecting a 16% year-on-year sales increase to 45.5 billion RMB for 2025, exceeding Morgan Stanley's expectations by 2% [1] - The adjusted net profit is expected to rise by 41% year-on-year to 15 billion RMB, which is 4% higher than Morgan Stanley's forecast [1] Group 2 - The report attributes the better-than-expected performance to continuous capacity and capability enhancements, production process optimization, and improvements in operational efficiency [1] - It is anticipated that the market will respond positively to the earnings upgrade announcement [1]