港股市场今日表现活跃，中国生物制药（01177.HK）股价盘中大涨5.11%，引发市场广泛关注。该股价走势与整个创新药板块的强劲表现密切相关。
根据市场消息，港股创新药板块今日午后集体走高。其中，诺诚健华、石药集团涨幅超过7%，百济神州涨超6%，而中国生物制药涨幅也超过3%。分析人士认为，这波涨势主要受益于近期国家医保局发布的利好政策。7月10日，国家医保局公布了2025年医保药品目录调整工作方案，明确基本医保药品目录调整和商业健康保险创新药品目录制定将同步进行，这一政策推动创新药板块整体上涨。
值得注意的是，中国生物制药近期获得南向资金持续青睐。数据显示，7月14日南向资金增持该股4038.80万股，近20个交易日内累计增持达33326.55万股。多家券商对中国生物制药持积极态度，在参与评级的16家机构中，94%给予买入建议。业内人士普遍认为，中国创新药行业正处于产业红利释放的前夜，具备硬科技实力、能持续创造临床价值的企业将有望穿越周期，获得长期发展。
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