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4000 亿医药龙头，直线涨停
WuXi AppTec raised its full-year 2026 guidance across the board yesterday, fueling strength in CRO-concept stocks this morning; WuXi AppTec surged to the daily limit-up, with market cap exceeding RMB 420 billion. Follow·
Today·280 words (about 2 min)
AI Summary & Key Points
Summary
CRO concepts were active in early trading this morning. Baihua Pharmaceutical hit limit-up, WuXi AppTec gapped up and quickly hit the daily limit, pushing total market cap above RMB 420 billion, while Asymchem, Pharmaron and other stocks followed with gains. On the news front, WuXi AppTec yesterday announced a comprehensive upward revision of its full-year 2026 guidance: total revenue raised from RMB 51.3-53.0 billion to RMB 58.5-60.5 billion; year-over-year growth in revenue from continuing operations raised from 18%-22% to 35%-39%; capital expenditure raised from RMB 6.5-7.5 billion to RMB 7.5-8.5 billion; adjusted free cash flow raised from RMB 10.5-11.5 billion to RMB 13.5-14.5 billion.
Main Points
* 1. WuXi AppTec comprehensively raised its 2026 guidance, with revenue and profit expectations significantly lifted.
Total revenue guidance was raised to RMB 58.5-60.5 billion, and the year-on-year growth rate jumped to 35%-39%, well above the previous 18%-22% guidance—directly catalyzing the stock's limit-up that day.
* 2. The upward guidance revision boosted the overall CRO sector.
Baihua Pharmaceutical hit limit-up, while Asymchem, Pharmaron and other stocks followed, showing the sentiment pass-through from a leading company's improved earnings outlook.
* 3. Capital expenditure and free cash flow guidance were also raised.
Capital expenditure guidance was lifted to RMB 7.5-8.5 billion and adjusted free cash flow to RMB 13.5-14.5 billion, reflecting confidence in business growth and operational efficiency.
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财联社 2026-08-04 09:42 上海
今日早盘，CRO概念表现活跃，百花医药涨停，药明康德大幅高开后直线拉板，总市值超4200亿。凯莱英、益诺思、万邦医药、康龙化成、睿智医药等个股跟涨。
消息面上，药明康德昨日公告，公司全面上调2026年全年业绩指引。预计2026年公司整体收入由人民币513-530亿元上调至人民币585-605亿元，持续经营业务收入同比增速由18%-22%上调至35%-39%。
公司预计2026年资本开支由人民币65-75亿元上调至人民币75-85亿元。随着业务增长及效率提升，预计2026年经调整自由现金流由人民币105-115亿元上调至人民币135-145亿元。 
Tags
Stock Market
A-Shares
Pharmaceuticals
CRO Concept
Corporate Earnings
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