创新药板块欲冲击三连阳,学习时报:要加快创新药研发,完善多层次资本市场对医药企业的支持

格隆汇
Jun 25, 2025

今日创新药板块连续第三日反弹,云顶新耀、诺诚健华、锦欣生殖分别涨2.21%、1.92%和1.74%,带动恒生生物科技指数盘中涨1.4%,目前涨幅有所回落。 消息面上: ①美以领导人通话后,以方停止对伊进一步军事打击,伊朗总统称准备在谈判桌上对话。以伊冲突缓和提振市场风险偏好。 ②近两日美联储官员开始放风7月降息,鲍威尔国会听证首日被问及7月降息可能性,重申观望,不排除提前降息可能,但6月7月数据很重要。 ③6月25日,《学习时报》刊文称,创新药不仅是医药领域的科研创新成果,更关乎国家发展的全局,加快创新药研发具有多重战略意义。 ④创新药板块6月13日-6月20日累计回调幅度超9%,伊以冲突缓和后,今日是连续第三日反弹。 值得关注的产品,及截至发稿涨跌幅: 恒生医药ETF(159892),全球医药全产业链代表,截至发稿上涨0.41%,年初至今累计涨超53%,跟踪恒生生物科技指数,前十大成分股包含信达生物、药明生物、百济神州、康方生物等医药龙头股。 科创医药ETF基金(588130),是科创板生物医药代表,截至发稿上涨0.38%,涵盖创新药、创新器械等领域,前十大成分股包含联影医疗、百济神州、华大智造、君实生物等细分龙头。

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