行业近况过去一月(6 月1 日至6 月30 日),医药板块指数上涨0.7%,上证综指上涨2.9%,深证成指上涨4.2 %,创业板指上涨8.0%。从子板块看,化学制药上涨0.8%,医疗器械上涨0.4%,医疗服务上涨4.8 %,中药下跌1.9%,医药商业下跌1.2%,生物制品上涨0.1%。评论创新药板块投资热情高昂,下半年关注ESMO。2025 年受控费反腐等因素影响,内需偏弱;海外关税冲突导致外需...
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