港股市场今日震荡，昭衍新药（06127）表现亮眼，盘中大涨8.51%，引发投资者关注。该股属于CRO（合同研究组织）概念股，今日整个板块走势强劲。
消息面上，国家医保局近期召开优化医药集采工作研讨会，市场预期可能推进药品集采优化细则。此外，2024年、2025年政府工作报告支持创新药发展，创新药支付端出现积极变化。业内人士认为，丙类医保目录有望年内发布，逐步建立多元化支付体系，全链条支持创新药发展的政策正逐步落地，这些因素有望提振CRO行业前景。
分析师指出，近年来ADC、多肽药物等领域快速发展，带动相关CXO需求迅速增加。小核酸、CGT等细分领域也有望迎来快速发展。尽管面临一些国际因素的影响，但国内新药研发已逐步建立良性循环，新药市场价值的兑现将驱动国内研发投入更健康、更持续地增加，这也有利于CRO企业的良性竞争。市场普遍看好CXO板块的长期发展潜力及成长空间。
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