医药行业周报:制药产业链:创新药全球化驱动 产业链复苏

中信建投证券
Sep 07

核心观点:创新药:2025H1创新药企营收保持增长,亏损大幅缩窄;估值大幅上行,反映全球竞争力提升。创新药公司业绩逐步放量,迎来收获期;行业在技术突破、国际化加速、政策支持三轮驱动下加速发展。CXO:25H1行业整体展现较好恢复势头,Q2延续Q1改善趋势;行业调整基本完成,有望进入新一轮发展阶段。外需内需良好趋势推动行业估值修复。生物制药上游:2025Q2上游板块收入同比小幅增长,归母净利润大幅...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10