异动解读 | 创新药政策利好,华昊中天医药-B盘中暴涨33.59%

异动解读
Jul 04, 2025

7月4日盘中,港股上市公司华昊中天医药-B(02563)股价大幅飙升,涨幅高达33.59%,引发市场广泛关注。该股此轮强势上涨,主要得益于中国政府近期出台的创新药支持政策。

消息面上,7月1日国家医保局、国家卫健委联合发布《支持创新药高质量发展的若干措施》,为创新药企业发展提供了政策支持。这一利好消息推动港股创新药概念股集体走强,其中华昊中天医药表现尤为突出。

中信证券分析认为,随着我国创新药发展取得阶段性成效,新政策将进一步完善对创新药高质量发展的支持。该券商建议投资者关注创新驱动、国际化、自主可控以及院外营销模式改革等领域,预计医药板块将迎来稳步上涨。在此背景下,华昊中天医药-B的股价大涨或反映了投资者对公司未来发展前景的乐观预期。

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