7月15日，百济神州(06160.HK)盘中上涨3.23%，报191.8港元，成交额2.38亿港元。同日生物科技板块普涨，科伦博泰生物涨11.2%、康方生物涨9.13%、信达生物涨8.44%。
消息面上，多重政策利好共振：《国家基本药物目录（2026年版）》于7月9日发布并将于9月1日实施，时隔八年首次更新，首次将创新药纳入遴选方向；同时国务院印发《国民健康"十五五"规划》，明确支持创新药发展，打造生物医药新型支柱产业。机构认为基药目录与医保深度协同联动，有望加速创新药基层落地放量。多家券商重点推荐百济神州等创新药龙头。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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