中金医药8月组合:看好创新药及产业链 关注政策端积极变化

中金公司
Aug 04, 2025

行业近况过去一个月(7 月1 日至7 月31 日),医药板块指数上涨 13.9 %,上证综指上涨3.7%,深证成指上涨5.2 %,创业板指上涨8.1%。从子板块看,化学制药上涨17.9%,医疗器械上涨8.3%,医疗服务上涨23.1%,中药上涨7.0%,医药商业上涨4.7%,生物制品上涨12.5%。评论看好创新药长期产业发展趋势。我们认为国内工程师红利、丰富临床资源和支持性政策多边加持下,国产创新药...

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