7月16日,医药板块表现强势,创新药、仿制药、动物疫苗方向持续走强。消息面上,7月15日国家医保局启动第十一批药品集采,明确遵循“集采非新药、新药不集采”原则,创新药未被纳入集采范围,市场预期创新药企业盈利空间受政策保护,带动相关概念股走强。近期CXO及科研服务板块涨幅明显,东吴证券朱国广团队指出,看好该板块主要原因有三:其一业绩拐点显著。药明康德、博腾股份、纳微科技等纷纷发布Q2业绩预增,尤其是...
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