创新药复苏趋势下,首程控股前瞻性布局医疗科技赛道价值凸显

中金在线
Jul 17

随着2024年底以来创新药板块逐步回暖,A股和港股市场均出现估值修复迹象。受益于监管优化、医保支付政策稳定以及国际临床试验成果利好频出,细胞治疗、高端医疗器械等细分领域重新获得市场关注。在这一轮行情结构性复苏的过程中,部分深耕医疗科技产业的产业资本平台,因其前瞻性投资布局及对技术周期的精准判断,正展现出其独有的成长弹性。首程控股,作为以“硬科技+城市产业”为核心方向的港股上市公司,近年来在创新药及...

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