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研报掘金丨渤海证券:维持药明康德“增持”评级,2025年营收超公司指引
Ge Long Hui A P P· 2026-01-14 08:05
Core Viewpoint - WuXi AppTec is expected to exceed its revenue guidance for 2025, with projected total revenue between 43.5 billion and 44 billion yuan, showcasing the advantages of its CRDMO (Contract Research, Development, and Manufacturing Organization) model [1] Group 1: Revenue and Growth Projections - The company is focusing on its unique "integrated, end-to-end" CRDMO business model, which is driven by customer demand for empowerment and certainty [1] - The revenue for 2025 is projected to reach a new high, driven by the recovery of the global investment environment, steady capacity construction, and rapid growth in TIDES (Therapeutics, Inhalation, Drug Delivery, and Engineering Services) business [1] - The net profit forecasts for 2025-2027 have been raised to 19.15 billion, 15.35 billion, and 17.72 billion yuan respectively, with corresponding EPS of 6.42, 5.14, and 5.94 yuan per share [1] Group 2: Strategic Focus and Business Development - The company has sold 100% of its clinical services research business in China, including clinical CRO (Contract Research Organization) and SMO (Site Management Organization) businesses, to further concentrate on its CRDMO model [1] - This strategic move aims to accelerate the construction of global capabilities and capacity deployment [1] - The company maintains a "buy" rating with a projected PE ratio of 15.37 times for 2025 [1]
花旗:将药明康德列入90日上行催化剂观察 目标价142港元
Zhi Tong Cai Jing· 2026-01-14 06:57
花旗发布研报称,对药明康德(603259)(02359)列入90日上行催化剂观察,又指集团将于太平洋时间 周三(14日)参加美国一场医疗保健会议并发表演讲。基于全球融资复苏,花旗预计药明康德管理层对今 年前景保持乐观,并在3月业绩财报上会给出更清晰的2026年业绩指引及细节。药明康德估值吸引,予 其"买入"评级,目标价142港元。 该行预计,药明康德强劲的增长前景,将得到来自国内外不断增加的订单量支持,预计得益于其"长 尾"策略和创新平台提供差异化服务的支持,中国实验室业务在2020至2023年的销售复合年均增长率达 27.4%。 ...
益诺思股价跌5.01%,汇添富基金旗下1只基金位居十大流通股东,持有112.15万股浮亏损失390.29万元
Xin Lang Cai Jing· 2026-01-14 06:53
汇添富医药保健混合(470006)成立日期2010年9月21日,最新规模24.86亿。今年以来收益10.43%,同 类排名654/8838;近一年收益41.9%,同类排名3211/8089;成立以来收益171.57%。 汇添富医药保健混合(470006)基金经理为郑磊。 截至发稿,郑磊累计任职时间11年32天,现任基金资产总规模80.93亿元,任职期间最佳基金回报 58.54%, 任职期间最差基金回报-27.52%。 1月14日,益诺思跌5.01%,截至发稿,报66.00元/股,成交1.98亿元,换手率3.17%,总市值93.05亿 元。 资料显示,上海益诺思生物技术股份有限公司位于中国(上海)自由贸易试验区郭守敬路199号106室,成 立日期2010年5月12日,上市日期2024年9月3日,公司主营业务涉及专业提供生物医药非临床研究服务 为主的综合研发服务(CRO)。主营业务收入构成为:非临床96.31%,临床3.42%,其他0.27%。 从益诺思十大流通股东角度 数据显示,汇添富基金旗下1只基金位居益诺思十大流通股东。汇添富医药保健混合(470006)三季度 新进十大流通股东,持有股数112.15万股,占 ...
AI医疗概念股再度走强 英伟达将“全栈式”布局医疗领域 AI医疗商业化确定性将加强
Zhi Tong Cai Jing· 2026-01-14 06:50
Group 1 - AI healthcare stocks have strengthened, with notable increases in share prices for companies such as Alibaba Health (+18.81%), MicroPort (+7.7%), Yidu Tech (+6.06%), Ping An Good Doctor (+5.9%), and JD Health (+4.08%) [1] - NVIDIA and Eli Lilly announced a joint investment of $1 billion to establish an AI drug development lab in San Francisco, aimed at accelerating drug development processes [1] - NVIDIA has previously invested in biotechnology company Recursion and established partnerships with leading firms in the healthcare sector, including Novo Nordisk and Mayo Clinic [1] Group 2 - Citic Securities believes that AI in healthcare will accelerate the restructuring of the trillion-dollar pharmaceutical market, with significant changes expected by 2026 [2] - The core change in AI healthcare is the clearer and stronger payment capabilities of payers this year, which is expected to enhance the commercial viability of AI healthcare [2] - 2026 is anticipated to be a year of greater certainty for the commercialization of AI healthcare, opening up new commercial opportunities [2]
“鼻”不可挡?近期鼻病毒活跃,专家提醒:虽温和但不能掉以轻心
Huan Qiu Wang· 2026-01-14 06:29
很多人对鼻病毒并不了解,它难道是呼吸道病原体家族的新成员?事实上,鼻病毒于1956年就被发现 了,因适宜在鼻腔环境生存而得名。多年来,它温和柔软,和人体能够"相处融洽",所以常常被忽略。 来源:潮新闻 近日,中国疾病预防控制中心公布,门急诊流感样病例中鼻病毒检测阳性率有所上升,在南方个别省份 甚至超过呼吸道合胞病毒,仅次于流感病毒。这表明当前除流感病毒外,鼻病毒是导致呼吸道症状的主 要病原体之一。 近期,因为流感病毒有所消停,无论在成年人还是儿童中,鼻病毒渐渐刷起了存在感。 浙大儿院实拍 成人关注持续高热 儿童警惕喘息气急 "医生,我鼻塞流涕,肯定流感了,给我开点特效药吧。"年轻男子走进浙江大学医学院附属第四医院呼 吸与危重症医学科副主任(主持工作)李宁的诊室。 对于他的要求,李宁没有草率答应,根据症状做了初步判断,并要求做病原体检测。结果显示:男子得 的并非流感,而是鼻病毒。 虽说鼻病毒症状轻,但发生在儿童身上也不能掉以轻心。唐兰芳接诊过一名3岁过敏体质患儿,因鼻病 毒感染引发严重哮喘,出现气急、呼吸困难,最终需要吸氧治疗。她与团队研究发现,鼻病毒是诱发儿 童哮喘发作的"最大风险因素",会导致气道黏液高分泌 ...
轻松健康集团与大湾区医疗集团达成战略合作 AI赋能共建智慧健康生态
Huan Qiu Wang· 2026-01-14 06:09
Core Insights - The strategic partnership between Easy Health Group and Greater Bay Area Medical Group aims to establish a long-term collaboration focused on creating an AI-enabled value healthcare ecosystem in the Guangdong-Hong Kong-Macao Greater Bay Area [1][5] - The initiative, named "Bay Area Smart Health: AI Empowered Value Medical Universal Health Protection Plan," seeks to provide accessible, affordable, and trustworthy health services throughout the life cycle, addressing challenges posed by an aging population and diverse health needs [1][5] Group 1 - The collaboration will leverage Greater Bay Area Medical Group's experience in value-based healthcare models and family doctor service systems, combined with Easy Health Group's strengths in AI technology, big data analysis, and internet health management [5] - The partnership aims to develop an intelligent health management solution covering prevention, diagnosis, and rehabilitation, enhancing the efficiency of medical resource allocation and integrated services [5][6] Group 2 - Specific initiatives include the development of an intelligent health management platform, AI-assisted preventive medicine tools, health education seminars, medical training collaborations, and cross-border medical cooperation [5][6] - The focus will be on creating a cloud platform driven by AI for intelligent health management, offering personalized preventive plans and comprehensive health management services [5][6] Group 3 - Easy Health Group's Executive Vice President emphasized the commitment to using AI technology for structural upgrades in health management, marking this partnership as a significant step in implementing AI capabilities in real medical scenarios [6] - The Chief Insurance Officer of Greater Bay Area Medical Group expressed optimism about the collaboration, highlighting its potential to provide precise and convenient health management solutions in response to societal demands such as aging populations and chronic disease prevention [6]
沪指半日涨1.2%,关注A500ETF易方达(159361)、沪深300ETF易方达(510310)等产品配置机会
Sou Hu Cai Jing· 2026-01-14 05:26
1月14日早盘,A股三大指数集体走高,沪指半日大涨1.2%,全市场成交额22459亿元,超4700只个股上涨,板块题材上,医疗服务、AI应用、互联网金融板 块活跃,银行板块调整。港股走强,AI应用、医疗服务、创新药等板块集体大涨。 科创板大盘宽基:科创50ETF易方 跟踪上证科创板50成份指数 截至午间收盘,中证A500指数上涨1.5%,沪深300指数上涨1.1%,创业板指数上涨2.2%,上证科创板50成份指数上涨3.7%,恒生中国企业指数上涨0.9%。 创业板大盘宽基:创业板ETF易产 跟踪创业板指数 该指数由创业板中市值大、 流动性好的100只股票组成, 战略新兴产业占比较高,电 力设备、通信、电子行业合 计占比近60% 该指数 该指数由科创板中市值大、流 动性好的50只股票组成,"硬 科技"龙头特征显著,半导体 占比超65%,与医疗器械、软 件开发、光伏设备行业合计占 比沂80% 港股大盘宽基:恒生中国企业E 截至午1 该指数 截至午1 每日经济新闻 ...
主力板块资金流出前10:能源金属流出13.65亿元、风电设备流出10.86亿元
Jin Rong Jie· 2026-01-14 04:03
Group 1 - The main market saw a net inflow of 19.18 billion yuan as of January 14 [1] - The top ten sectors with the largest capital outflows included Energy Metals (-1.365 billion yuan), Wind Power Equipment (-1.086 billion yuan), and Communication Equipment (-0.983 billion yuan) [1] - The banking sector experienced a capital outflow of 0.721 billion yuan, while the healthcare services sector saw an outflow of 0.628 billion yuan [1] Group 2 - The Energy Metals sector had a slight decline of 0.13% with a net outflow of 1.365 billion yuan, led by the company Greenmei [2] - The Wind Power Equipment sector increased by 1.61% but still faced a net outflow of 1.086 billion yuan, with major outflow attributed to Daikin Heavy Industries [2] - The Communication Equipment sector rose by 4.01% despite a net outflow of 0.983 billion yuan, primarily driven by Galaxy Electronics [2][3]
ETF午评 | AI应用板块全线上扬,金融科技ETF富国涨超8%
Ge Long Hui· 2026-01-14 04:01
Market Performance - The Shanghai Composite Index rose by 1.2%, the Shenzhen Component Index increased by 1.98%, the ChiNext Index gained 2.24%, and the North Stock 50 surged by 2.96% [1] - The total market turnover was 22,459 billion yuan, a decrease of 2,224 billion yuan compared to the previous day's turnover [1] Sector Performance - The healthcare services, AI applications, and internet finance sectors were active, while the banking sector experienced adjustments [1] - The internet finance sector led the gains, with financial technology ETFs from Fu Guo, Xing Ye, and Hua Xia rising by 8.67%, 7.84%, and 7.75% respectively [1] - The software sector also performed well, with the Hua An Fund Software ETF and Hua Bao Fund Xin Chuang ETF increasing by 7.76% and 7.69% respectively [1] ETF Performance - The electric grid ETF retracted from its previous high premium, closing down by 3.35% [1] - Cross-border ETFs saw declines, with the Dow Jones ETF and Nasdaq Biotechnology ETF falling by 0.86% and 0.84% respectively [1]
国际医学:开展脑机接口课题研究并积累病例样本
Sou Hu Cai Jing· 2026-01-14 03:44
国际医学回复:您好,感谢您对公司的关注。公司旗下医疗机构依托先进的诊疗设备、技术优势和患者 资源,在脑机接口领域开展了相关课题研究,已积累一定病例样本,进行部分数据分析、文章撰写与学 术会议交流。谢谢! 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 证券之星消息,国际医学(000516)01月13日在投资者关系平台上答复投资者关心的问题。 投资者提问:9月11日董秘在互动平台上曾回复说:公司旗下医疗机构引进脑机接口结合外骨骼机器人 或功能性电刺激等相关康复设备的康复训练系统,开展了脑深部电刺激手术、嵴髓神经电刺激手术、迷 走神经电刺激手术等相关手术,并与相关院校及科研单位开展了脑机接口方面的研究。请问:请详细介 绍脑机接口方面的研究和临床实验。谢谢 ...