* 恒生香港上市生物科技指数.HSHKBIO周三盘中一度升3.5%；该指数此前已连续三日收涨。近日券商研报称持续看好中国创新药领域。
* 康宁杰瑞制药9966.HK一度大涨10.4%，百济神州6160.HK、先声药业2096.HK、三生制药1530.HK和石药集团1093.HK升幅介于3.5-6.7%之间。
* 东海证券研报指出，5月12日美国总统特朗普特朗普发布行政令，要求制药企业按照可比发达国家“最惠国”价格在美国销售药品。长期来看，若现行国际药价梯度被打破，或推动全球药企调整定价策略。
中国创新药具备研发成本低、效率高的优点，或成为BD（Business Development）交易首选。大型跨国药企在更严格的定价体系下可能积极寻求降低研发生产成本的路径，中国CXO产业链或将进一步巩固市场地位。
* 国元证券亦在研报中称，特朗普想要推进的美国药品降价难度很大，也不会对中国的创新药出海造成实质性的影响。中国创新药进入成果兑现阶段，研发进展催化较多，且不受贸易战影响，有望持续作为2025年医药板块投资主线。（完）
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(发稿 王臻臻；审校 杨淑祯)
((jenny.wang@thomsonreuters.com))
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