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泰格医药再涨超7% 近期获易方达基金连续举牌 机构看好公司新订单持续按季改善
Zhi Tong Cai Jing· 2025-08-14 03:36
泰格医药(300347)(03347)再涨超7%,截至发稿,涨7.19%,报59.65港元,成交额1.15亿港元。 里昂指出,随着2025年上半年中国创新药市场情势好转,泰格医药股价年初至今已上涨83%。该行预料 生物科技融资将有所改善,并相信泰格医药的投资收益将超过其核心业务的临床服务费。该行预料,泰 格医药次季销售呈单位数按年正向增长,而去年首季至今年首季的五个季度则录按年下跌;另料经营利 润率按季有所改变。又预期由次季起,新订单持续按季改善。 消息面上,根据香港联交所披露文件显示,易方达基金管理有限公司分别于8月8日、8月5日及7月29日 分别增持公司54.91万、6.62万及118.16万股H股股份。 ...
港股异动 | 泰格医药(03347)再涨超7% 近期获易方达基金连续举牌 机构看好公司新订单持续按季改善
智通财经网· 2025-08-14 03:33
Core Viewpoint - Tiger Med (03347) has seen its stock price increase by over 7%, reaching HKD 59.65, with a trading volume of HKD 115 million, driven by positive market sentiment and institutional buying [1] Group 1: Stock Performance - Tiger Med's stock price has risen 83% year-to-date, reflecting a strong recovery in the Chinese innovative drug market expected in the first half of 2025 [1] - The stock experienced a 7.19% increase as of the latest report, indicating robust investor interest [1] Group 2: Institutional Investment - E Fund Management Co., Ltd. has increased its holdings in Tiger Med by purchasing 549,100 shares on August 8, 66,200 shares on August 5, and 1,181,600 shares on July 29 [1] Group 3: Market Outlook - According to Citi, the biotechnology financing environment is expected to improve, which will likely enhance Tiger Med's investment returns beyond its core clinical service fees [1] - The company is anticipated to see positive year-on-year growth in sales for the second quarter, contrasting with a decline observed over the previous five quarters [1] - Operating profit margins are expected to show quarterly fluctuations, with new orders projected to improve on a quarterly basis starting from the second quarter [1]