今日生物医药、创新药、医药外包等大医药概念走强，药明合联涨超9%，药明康德AH股涨超9%，带动恒生生物科技指数涨1.5%。 消息面上，药明康德上半年预盈85.61亿元，同比增长101.92%，Q2环比增长18.54%，业绩超预期。尽管面临全球贸易阻碍不断，但药明康德订单几乎没受影响，继续保持增长，再次说明国产CXO的不可替代性。随着生物法案停滞不前以及公司基本面的持续回暖，股价去年低点至今涨超170%。 渤海证券指出，当下全球医疗健康产业融资企稳，医药市场研发支出持续增长，新药研发投资回报率出现下降，CXO企业机遇充足，行业持续扩容。SW医疗研发外包板块2025Q1企稳回升，拐点显现，头部企业2025Q1营收、业绩均提速。 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0.93%，年初至今累计涨超54%，跟踪恒生生物科技指数，药明生物是第二大权重股（9.23%），药明康德是第十大权重股（2.7%） 科创医药ETF基金(588130)，是科创板生物医药代表，截至发稿上涨1.19%，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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