> 数据图表一起讨论下CXO订单催化，业绩有望持续加速2025-5-1CXO订单催化，业绩有望持续加速大类 公司总市值（亿元）年初至今单季度营业收入（亿元）单季度利润（亿元）全年利润（亿元）PE涨跌幅 24Q425Q124Q4 YoY25Q1YoY24Q425Q124Q4 YoY25Q1YoY25E26E25E YoY26E YoY25E26E药明康德 1762.54 2% 115.39 96.557%21% 29.17 36.7291%89% 113.14 128.80 20%14% 15.28 13.42康龙化成 419.831%34.59 30.9916%16%3.723.06-20% 33% 18.29 21.682%19% 22.75 19.19凯莱英 291.000%16.64 15.4115%10%2.393.27306% 16% 11.03 12.9816%18% 26.44 22.47CDMO普洛药业 163.12九洲药业 124.97诺泰生物 120.730%27.32 27.30-8% -15% 1.612.49-21%2%11.71 13.4114%15% 13.90 12.140%11.95 14.9026%1% (0.25)2.50 -137% 6%8.689.6243%11% 14.37 12.970%3.735.6615%59%0.541.53-24% 130% 5.517.2936%32% 21.84 16.52博腾股份82.690%8.878.0141%18% (0.81)(0.04)56%95%0.592.16120% 269% 141.53 38.38泰格医药 382.57 -1% 15.36 15.64 -11% -6% (4.08)1.65 -381% -30% 11.92 14.33 194% 20% 32.33 26.88昭衍新药 120.44 -1%6.832.87-13% -12% 1.440.41108% 115% 3.383.98356% 18% 36.01 30.51阳光诺和百诚医药49.380%1.622.31-33% -8% (0.30)0.30 -321% -59% 2.142.6221%22% 23.18 18.9637.87-1%0.801.29-74% -40% (1.94)(0.26) -376% -153% 0.710.99235% 39% 53.75 38.55CRO数据来源：wind，公司公告，天风证券研究所， 数据截至2025/5/14收盘，净利润预测及PE为wind一致预期天风证券健康医疗
