医药生物行业跟踪周报:政策支持与技术迸发叠加 看好脑机接口产业链发展 建议关注诚益通、三博脑科等

东吴证券
Sep 07, 2025

投资要点本周、年初至今A 股医药指数涨幅分别为2.8%、27.3%,相对沪深300的超额收益分别为-2.9%、-13.9%;本周、初至今恒生生物科技指数涨跌幅分别为11.3%、108.1%,相对于恒生科技指数跑赢10.5%、79.7%;本周化药(+6.0%)、生物制品(+2.7%)及医疗服务(+5.6%)等股价涨幅较大,中药(-1.1%)、医疗器械(-1.2%)及医药商业(-1.1%)股价有所下跌...

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