CRO概念股持续走高，截至发稿，昭衍新药(06127)涨13.73%，报17.56港元；泰格医药(03347)涨6.03%，报37.8港元；凯莱英(06821)涨4.7%，报77.9港元；药明生物(02269)涨2.39%，报25.75港元。
消息面上，国家药品监督管理局(NMPA)于6月发布通告，提议将所有创新药临床试验申请的审评审批时间，从60天缩短至30天。汇丰发表研报称，在政策支持的推动下，新药临床试验的加速对合同研究机构(CROs)形成重大利好，创新药物临床试验需求正转向中国，且中国临床试验行业展现出更高的效率与效能。
湘财证券指出，CXO板块（医疗外包服务）相较于年初至今表现亮眼的创新药板块明显滞涨。基于其在产业链中的核心地位、估值优势、景气度触底回升迹象及流动性改善预期，我们认为CXO板块后续补涨动力充足，当前具备显著投资价值。招商证券则指出，CXO板块作为创新药产业链中的关键一环，经历投融资冰点和bio-secure事件后更加凸显竞争力。
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