重逻辑支撑创新药后续行情:中国创新药出海势不可挡 再次强调长期投资价值

申万宏源研究
Sep 11

本期投资提示:事件:2025 年9 月10 日,《纽约时报》报道了一份政府草案,该草案建议限制美国制药企业从中国购买实验性药物的权益交易。报道称,特朗普政府正在讨论一项行政命令,拟对美国制药企业收购中国研发的创新药物设限,涵盖肿瘤、肥胖、心脏病等领域。该草案若实施,可能切断美国药企获取中国实验性药物的渠道,并加剧供应链风险。尽管该篇报道披露了官方观点,即”白宫发言人库什·德赛称政府“未积极考虑”...

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