异动解读 | 创新药政策利好,华昊中天医药-B盘中大涨33.59%

异动解读
Jul 04, 2025

港股市场今日创新药概念股表现强劲,其中华昊中天医药-B(02563)盘中大涨33.59%,领涨板块。同时,康方生物等创新药股也呈现不同程度上涨。

消息面上,国家医保局、国家卫健委于7月1日联合发布《支持创新药高质量发展的若干措施》,这一政策利好成为推动创新药板块整体走强的重要因素。该措施旨在进一步完善对创新药高质量发展的支持,显示了国家对创新药行业的重视和扶持。

中信证券分析认为,我国创新药发展已经取得阶段性成效,新政策将进一步推动行业发展。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,并特别看好最具贝塔效应的创新药板块。分析师预期,医药行业的"真创新"和"真国际化"时代即将到来,有望带动整个板块稳步向上。

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