异动解读 | 中国生物制药盘中大涨5.02%,创新药板块强劲带动股价上扬

异动解读
28 Jul

中国生物制药(01177)今日盘中大涨5.02%,引发市场关注。该股价的上涨与整个创新药板块的强劲表现密切相关,显示出投资者对该领域的信心正在增强。

据悉,创新药概念股今日普遍上扬。除中国生物制药外,恒瑞医药、绿叶制药等多只创新药股票也出现不同程度的上涨。汇丰银行最新研究报告指出,年初至今内地医药股整体跑赢大市,该行预计这一强劲势头将会持续。汇丰持续看好创新药领域,预期2026至2029年将有多款新药推出,且今年下半年公布的临床数据有望进一步推动对外授权合作。

此外,花旗银行近期上调了多家中国药企的目标价,其中包括中国生物制药。花旗将中国生物制药的目标价从6.2港元上调至8.8港元。这一调整主要基于下一代免疫肿瘤疗法的巨大市场潜力。花旗预计,下一代免疫疗法药物的总市场规模可能超过620亿美元,这一庞大的市场前景正吸引投资者的目光。中国生物制药在免疫肿瘤治疗领域的持续发力,以及其在该领域积极寻求合作与发展的决心,可能是推动其股价上涨的重要因素之一。

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