金吾财讯 | 创新药概念部分逆市上扬，康诺亚-B(02162)涨3.02%，云顶新耀(01952)涨2.97%，欧康维视生物-B(01477)涨2.29%，博安生物(06955)涨2.50%，巨子生物(02367)涨2.39%，同源康医药-B(02410)涨1.98%，歌礼制药-B(01672)涨2.24%，科伦博泰生物-B(06990)涨1.32%，翰森制药(03692)涨1.33%。国元证券指出，目前中报已经临近尾声，市场也将逐步的从关注中报业绩转移到新的方向，2025年下半年继续看好创新药、出海以及集采出清板块。目前我国创新药进入成果兑现阶段，研发进展催化较多，且不受贸易战影响，望持续作为2025年医药板块投资主线，目前部分创新药标的涨幅较大，后续建议关注有研发催化且股价前期滞涨标的。目前不同医药领域的集采持续加速推进，部分细分赛道的集采影响已经出清，未来有望迎来新成长，建议关注胰岛素、骨科等细分赛道以及部分仿制药企业。此外，我国医药市场正处于集中度提升的加速期，并购重组有望加速，建议重点关注。
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