6月10日，港股创新药概念股继续走强。截至11时43分，晶泰控股（02228.HK）盘中大涨13.95%，领涨创新药板块。
消息面上，近日晶泰控股与中国药科大学达成重要合作，将面向全校师生开放其自研的AI药物研发技术平台。此举有望进一步提升公司在药物研发领域的竞争力。同时，中办、国办近期印发《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》，提出完善基本医疗保险药品目录调整机制，制定出台商业健康保险创新药品目录，为创新药企业带来政策利好。
值得注意的是，南向资金持续看好晶泰控股。数据显示，6月9日港股通增持该股3009.80万股，连续3日净买入。机构分析认为，创新药行业迎来政策支持、产业能力提升、全球合作机遇等多重利好，预计2025年将成为创新药政策落地的转折年。在此背景下，晶泰控股作为行业领先企业，有望持续受益于行业发展红利。
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