3月28日周五盘中,港股上市公司翰森制药(03692.HK)股价大涨5.19%,引发市场关注。这一涨势似乎与近期港股医药板块整体走强有关。
近期,多家港股创新药企公布了2024年财报,业绩普遍向好。例如,信达生物(01801.HK)在非国际财务报告准则下首次实现盈利;三生制药(01530.HK)净利润同比增长34.9%;中国生物制药(01177.HK)净利润同比增长33.5%。这些利好消息激发了投资者对医药板块的信心,带动整个行业股价上涨。
虽然翰森制药尚未公布最新财报,但作为医药板块的重要成员,公司股价似乎也受到了行业整体向好的带动。此外,即将于4月底举行的2025年美国癌症研究协会(AACR)年会也可能成为短期内推动医药股走强的催化剂。分析人士认为,随着创新药企进入商业化密集收获期,加上政策支持和人口老龄化等因素,港股医药板块有望继续保持增长势头。
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