后端CDMO业务

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信达证券发布药石科技研报,后端CDMO业务增长亮眼,盈利能力有望开始边际改善
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:21
Group 1 - The overall gross margin has started to improve on a quarter-on-quarter basis, with significant growth in the backend CDMO business [2] - Domestic demand is beginning to recover, and contributions from overseas major clients provide performance elasticity [2] - The company is comprehensively laying out high-growth emerging sectors such as targeted protein degradation drugs, peptides, oligonucleotide drugs, and ADC drugs [2]