本周二（6月10日）港股早盘，生物医药板块持续走强， 映恩生物-B 再涨14%，两日累涨近30%， 三生制药 涨超10%， 康方生物 涨近5%：
消息面上，生物医药板块正经历“创新成果兑现+全球化突破”的双重红利期。从ASCO临床数据到重磅BD交易，从CAR-T疗法到口服GLP-1药物，中国创新药企正以技术迭代与临床价值重塑行业格局。
华鑫证券指出，国内创新药进入“研发投入-销售放量-回报反哺”的正循环，根据医药魔方数据，2025年Q1中国医药交易金额同比激增222%，三生制药、石药集团等Pharma类企业凭借稳定现金流支撑管线升级。
中邮证券认为，国内创新药企迎来估值重塑，有望成为贯穿全年的投资主线。下半年国家医保谈判为重要事件，谈判前成功获批上市创新药有望通过国谈进入医保实现加速放量。
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