龙头业绩爆发,CXO是创新药产业不可或缺的一环

同壁财经
Aug 01

在过去的几年里,无论是《生物安全法案》,还是关税政策,都没能持续压制CXO表现;在2025年创新药的价值重估行情中,CXO更是没有缺席。截至7月31日,昭衍新药、药明康德、药明合联等CXO标的年内均实现大幅上涨。展望后市,创新药产业链回暖趋势或将由下游向上游传导,CXO将持续受益。以恒生医药ETF(159892)持仓的药明康德为例,其2025年上半年实现收入207.99亿元人民币,同比增加...

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