智通财经APP获悉，CRO概念股早盘普涨，截至发稿，药明生物(02269)涨4.65%，报19.34港元；方达控股(01521)涨3.01%，报1.71港元；泰格医药(03347)涨2.75%，报28港元；药明康德(02359)涨2.25%，报56.8港元。
消息面上，第43届JPM大会吸引近30家中国创新药企业参与，体现中国医药创新研发实力的持续提升，银河证券预计2025年医药行业将迎来众多创新药管线兑现和CXO项目合作落地。此外，国家医保局有关负责人表示，2025年内将发布第一版医保丙类目录。招银国际指出，丙类目录或将优先考虑国谈中通过了形式审查及专家评审，却最终未被纳入基本医保目录的药品，例如CAR-T、ADC等，国内创新药有望打开支付空间。
华创证券指出，海外生物医药投融资连续几个季度展现回暖趋势，海外需求或迎来向上周期；中国生物医药投融资筑底有望回升，国内需求或迎来触底反弹。该行指出，CXO产业周期或趋势向上，目前已传导至订单面，有望逐渐明显传导至业绩面，25年有望重回高增长车道。
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