异动解读 | 创新药股集体走弱,荣昌生物盘中暴跌逾10%

异动解读
Oct 23

港股创新药概念股今日持续走弱,其中荣昌生物(09995)表现尤为疲软,盘中大跌10.88%,引发市场关注。

消息面上,多只创新药概念股今日出现明显跌幅。除荣昌生物外,昭衍新药、石药集团均跌超4%,康龙化成、诺诚健华等亦呈现下挫态势。这表明整个创新药板块可能面临系统性压力,投资者对该行业的短期前景持谨慎态度。

具体到荣昌生物,公司前一交易日的资金流向数据显示,主力资金净流出1021.4万元,占当日总成交额的1.29%。此外,融资融券数据也呈现负面趋势,融资净偿还3079.51万元。这些数据暗示机构投资者可能正在减持该股,进一步加剧了股价下跌的压力。尽管公司2025年中报显示主营收入同比上升48.02%,但净利润仍为亏损状态,这可能引发了市场对公司盈利能力的担忧。在当前市场环境下,投资者似乎更倾向于规避风险,导致资金从亏损企业撤出。

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