我们统计了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。我们认为，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。创新药板块收入增长强劲。分板块来看， 表现最好的仍是创新药（...
Source Link我们统计了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。我们认为，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。创新药板块收入增长强劲。分板块来看， 表现最好的仍是创新药（...
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