机构:8月重点关注创新药等具备边际改善的赛道

制药网
Aug 04

【制药网 市场分析】2025年8月已悄然而至,展望8月份,月底会迎来上市公司中报业绩披露高峰,超预期和悲观业绩预期落地都是下一个阶段A股的重点布局方向。机构表示,结合中观景气、盈利能力、筹码分布、估值、交易、周期阶段和赛道价值等多个维度,推荐关注医药生物(化学制药)等领域。根据梳理,截至目前,已有药明康德、沃华医药、维力医疗、国邦医药等多家药企2025年中报业绩报喜,为医药行业注入了强劲动力。其中...

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