智通财经APP获悉，CRO概念股涨幅居前，截至发稿，昭衍新药(06127)涨超11.49%，报11.84港元；泰格医药(03347)涨8.35%，报29.2港元；康龙化成(03759)涨5.54%，报14.1港元；药明康德(02359)涨2.76%，报68.95港元。
消息面上，特朗普此前表示将签署行政令让美国的处方药价格下降30%至80%。中邮证券指出，若特朗普以行政令强制降低美国药价，则美国药企的利润空间会受到一定压缩，对全球医药产业链将会产生深远影响。对于国内企业来说，创新药出海的估值及空间或得以重塑。长期来看，美国药企对成本控制的诉求或将更为强烈，对于CXO公司的依赖程度有望进一步提高。
浙商证券认为，从财务数据和订单数据分析，CXO基本面拐点已经出现。我们看好小分子/大分子CDMO商业化订单持续兑现、多肽&寡核苷酸&ADCCDMO等业务持续发展下CDMO投资机会，同时看好本土创新药支持政策持续推进情况下，临床CRO投资机会。
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