智通财经APP获悉，CRO概念股早盘回暖，截至发稿，金斯瑞生物科技(01548)涨4.39%，报10.94港元；泰格医药(03347)涨4.47%，报33.85港元；方达控股(01521)涨2.75%，报1.12港元；昭衍新药(06127)涨2.49%，报9.47港元；药明生物(02269)涨1.68%，报14.54港元。
西南证券发布研报称，2024年前三季度，CXO行业收入逐季回升，但利润整体仍有承压。短期维度看，商业化订单持续消化，CDMO表观业绩承压；海外成熟CXO临床管线稳步推进，临床前需求仍有待修复。长期维度看，AI技术在新药研发各阶段、多疾病领域广泛应用；CGT等新兴业务仍处于早期发展阶段，订单获取+R端建设决定核心竞争力。
中信建投则指出，23年底以来海外投融资逐渐恢复，下游需求维持向好，国内投融资底部趋稳，下游需求仍有待恢复。受益于国内CXO产业链的全面以及竞争力的领先，行业受地缘政治影响目前较为有限。国内临床前及临床CRO价格趋稳，经营趋势有望逐渐向上。CDMO企业商业化需求稳定，大订单影响24Q4开始已经消除。近年来在ADC、多肽药物快速发展下，相关CXO需求迅速增加，小核酸、CGT等细分领域也有望迎来快速发展。长期来看，我们仍旧看好CXO板块发展潜力及成长空间。
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