(来源:研报虎)CXO:2025H1明确拐点,重点推荐板块性机会随着美国降息及国内持续对创新药行业的支持,CXO公司的经营业绩有望逐步见底回升,股价又处于历史低位,当前位置我们建议积极布局CXO方向。细分方向上,我们推荐持续估值较同行更低的平台化头部公司、海外业务占比较高的CDMO/CRO公司、高景气的减重及ADC产业链。同时,我们预计2025年下半年国内CXO公司有望迎来签单及报表端双拐点,当前...
Source Link(来源:研报虎)CXO:2025H1明确拐点,重点推荐板块性机会随着美国降息及国内持续对创新药行业的支持,CXO公司的经营业绩有望逐步见底回升,股价又处于历史低位,当前位置我们建议积极布局CXO方向。细分方向上,我们推荐持续估值较同行更低的平台化头部公司、海外业务占比较高的CDMO/CRO公司、高景气的减重及ADC产业链。同时,我们预计2025年下半年国内CXO公司有望迎来签单及报表端双拐点,当前...
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