异动解读 | 中国生物制药盘中大跌5.05%,港股通创新药板块集体下挫

异动解读
4 hours ago

周二盘中,中国生物制药(01177)股价大跌5.05%,引发市场关注。这一跌幅反映了当日港股通创新药板块的整体疲软表现。

据悉,港股通创新药ETF(520880)高开低走,盘中跌幅达1.74%,成交额超1.4亿元。该ETF成份股普遍下跌,其中映恩生物-B(09606)跌幅超过7%,中国生物制药和石药集团(01093)分别下跌超过4%和3%。这表明创新药板块正面临较大的短期调整压力。

尽管短期行情波动加大,但分析师仍看好创新药行业的长期发展。华创证券指出,创新药行业正从数量逻辑向质量逻辑转换,进入"产品为王"的阶段。兴业证券也强调,创新药板块景气度可持续,中国创新药企业的全球竞争力持续增强。近期政策利好,如香港特区推动"大湾区临床试验协作平台"建设,以及国家药监局优化创新药临床试验审评审批流程,都有望为行业带来长期利好。投资者需密切关注后市创新药板块的变化趋势。

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