异动解读 | 再鼎医药盘中大涨8.03%,港股生物医药板块全面走强

异动解读
Sep 30, 2025

再鼎医药(09688)今日盘中大涨8.03%,领涨港股生物医药板块。该板块整体表现活跃,多只个股出现明显上涨。

据市场消息,荣昌生物、诺诚健华等公司股价涨幅超过6%,药明康德涨超4%,康方生物涨近4%,金斯瑞生物科技、君实生物、百济神州等公司股价也有2%以上的涨幅。生物医药板块的全面走强带动了再鼎医药股价的大幅上涨。

分析人士认为,近期美国总统特朗普宣布将对非美国本土生产的医药产品征收100%关税的消息,可能对行业产生深远影响。西南证券指出,这一政策短期内影响可能有限,但长期来看可能推动创新药企业更多地选择license-out模式,加强国际合作,并促使企业更加注重开发具有显著临床价值的First-in-Class和Best-in-Class药物。这一趋势可能有利于像再鼎医药这样的创新型生物医药企业,从而推动其股价上涨。

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