【行业研究报告】-海外CXO龙头23年报总结:海外研发需求企稳,关注不同细分赛道的分化趋势

类型: 美股市场研究

机构: 海通国际

发表时间: 2024-03-11 00:00:00

更新时间: 2024-03-12 15:10:47

21%12%4%yoy7%24%-2%21%12%4%yoy7%24%-2%Labcorp临床前CRO161.21148.77121.62净利润23.7712.794.1818315%-8%-18%yoy53%-46%-67%IQVIA临床CRO138.74144.10149.84净利润9.6610.9113.5845922%4%4%Yoy246%13%24%ICON临床CRO54.8177.4181.20净利润1.535.056.1226996%41%5%Yoy-54%230%21%Medpace临床CRO11.4214.6018.86净利润1.822.452.8312423%28%29%Yoy25%35%15%LonzaCDMO61.2070.4176.00净利润33.3113.757.40391-13%15%11%Yoy239%-59%-46%三星生物CDMO12.5424.0127.70净利润3.156.386.444135%91%23%Yoy/103%7.5%赛默飞上游392.11449.15428.57净利润77.2569.5059.95219822%15%-5%Yoy21%-10%-14%丹纳赫上游294.53314.71238.90净利润62.6971.0347.6189332%7%-24%yoy79%13%-33%