掘金化学制药行业的投资机会

巨丰金融研究院
29 Jul

60s速读:1、7月29日化学制药板块强势拉升,CRO概念股表现抢眼,整体涨幅达5.7%,创新药、减肥药、仿制药等细分领域紧随其后。2、板块行情走强与多家医药企业中报业绩“飘红”密切相关,部分企业利润最高预增逾400%,提振市场情绪。3、全球CRO市场2025年将突破千亿美元,中国市场增速是美国的2倍,化学制药业务在CRO业务中占比达70%。4、国家鼓励创新药研发,带量采购政策为化学药行业留出发展...

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