作者/星空下的卤煮编辑/菠菜的星空排版/星空下的乌梅近几年,医药商业板块的行业环境出现了重大变化,相关公司的业绩也随之出现了明显分化。从2025H1A股业内Top10公司成绩单来看,表现较好的上海医药(601607)取得了净利润同比增长近四成的成绩,而龙头国药控股(01099)则是营收连续下滑,表现不佳。市场反馈方面,相较于创新药和CXO等板块的高歌猛进,商业医药板块的涨幅也要“克制”得多,年初...
Source Link作者/星空下的卤煮编辑/菠菜的星空排版/星空下的乌梅近几年,医药商业板块的行业环境出现了重大变化,相关公司的业绩也随之出现了明显分化。从2025H1A股业内Top10公司成绩单来看,表现较好的上海医药(601607)取得了净利润同比增长近四成的成绩,而龙头国药控股(01099)则是营收连续下滑,表现不佳。市场反馈方面,相较于创新药和CXO等板块的高歌猛进,商业医药板块的涨幅也要“克制”得多,年初...
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