近来由于关税博弈,给部分涉及海外业务的领域带来一定不确定性。例如作为上一轮牛市的黄金赛道,CXO板块海外收入占比较高。目前的宏观大环境背景下,有些人认为医药研发外包企业受到的冲击较大,但更多人认为背后蕴藏着机遇。在近期中国医药企业管理协会发布的《2024年医药工业运行情况》中显示,2024年规模以上医药工业增加值同比增长3.4%;规模以上企业实现营业收入29762.7亿元,同比持平;实现利润...
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