金吾财讯 | 招银国际统计了A股和港股上市的393家医药公司2025年上半年业绩情况,行业整体增长疲弱,平均收入增长1.6%,平均净利润下滑3.2%,收入和利润相较于2024年全年均有所恶化。该机构认为,行业整体业绩改善仍需时间,国内集采政策优化,对于创新药械的支持政策持续落地,以及创新药和器械出海,全球生物医药融资改善,将驱动医药行业的业绩修复。分板块来看,表现最好的仍是创新药(Biotech)...
Source Link金吾财讯 | 招银国际统计了A股和港股上市的393家医药公司2025年上半年业绩情况,行业整体增长疲弱,平均收入增长1.6%,平均净利润下滑3.2%,收入和利润相较于2024年全年均有所恶化。该机构认为,行业整体业绩改善仍需时间,国内集采政策优化,对于创新药械的支持政策持续落地,以及创新药和器械出海,全球生物医药融资改善,将驱动医药行业的业绩修复。分板块来看,表现最好的仍是创新药(Biotech)...
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