港股异动｜创新药股走强，三生制药涨超8%，政策支持加速医药创新
7月2日，创新药概念股盘初表现强势，三生制药涨超8%，云顶新耀涨超7%，和黄医药涨超6%。
消息面上，7月1日，国家医保局、国家卫生健康委联合印发《支持创新药高质量发展的若干措施》聚焦我国创新药发展面临的突出问题，提出5方面16条措施，旨在从研发、市场准入、支付到临床应用构建全链条支持创新药发展体系。其中，《若干措施》提出的增设商业健康保险创新药目录、支持医保数据用于创新药研发等举措，被视为破解行业“支付瓶颈”“同质化竞争”的关键政策突破。
中信证券认为，我国创新药发展已经取得阶段性成效，《若干措施》有利于进一步完善支持创新药高质量发展。考虑到创新药板块除海外斩获外，新增国内政策大力支持，中信证券认为医药真创新和真国际化时代将迎来回报，有望带动板块稳步向上。建议横向维度上，下半年围绕创新驱动和国际化+自主可控+院外营销模式改革三个领域进行布局，尤其是最具贝塔效应的创新药领域。
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