医药外包概念股悉数上涨 药明康德(02359)涨6.28% 机构指行业有望在下半年迎来业绩修复

金吾财讯
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金吾财讯 | 医药外包概念股悉数上涨,截至发稿,药明康德(02359)涨6.28%,凯莱英(06821)涨4.01%,康龙化成(03759)涨3.27%,金斯瑞生物科技(01548)涨2.97%,维亚生物(01873)涨2.35%。消息面上,招银国际发表报告,MSCI中国医疗指数2025年初至今累计上涨 74.0%,跑赢MSCI中国指数37.3%。由于资本市场融资复苏、创新药出海交易规模上涨,国内创新药研发需求出现回暖。叠加美国降息,CXO行业有望在下半年迎来业绩修复。而美国针对创新药将加征关税,预期对CXO影响有限。由于多家跨国药企已有美国建厂计划,因此或将不受影响。展望未来,该行认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动,看好消费医疗的估值修复机会。

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